Case study
How a security SME cut financing file validation time by 93%
With 4 financing partners and 200 files per month, this security systems installer eliminated avoidable rejections and freed up its sales admin team.
Context
Industry
Security systems installation (alarms, CCTV)
Volume
200+ financing files per month
Financing partners
Macquarie Leasing, ANZ Equipment Finance, Angle Finance, Westpac Equipment Finance
Sales admin team
3 people
The problem
Each financing partner imposes its own document requirements. The sales admin team juggled four different rule sets, with direct consequences on cash flow.
- 30 hours per month lost on manual compliance checks
- Frequent rejections for missing or non-compliant documents
- Financing releases delayed by 5 to 10 days on average
- Macquarie, ANZ, Angle Finance, and Westpac rules impossible to memorise
- Rising admin turnover: chronic stress and pressure from sales reps
The solution
CheckFile.ai was deployed in 3 weeks. Each financing partner now has its own validation rule set, integrated into the team's existing workflow.
- Custom rules per partner: Macquarie, ANZ, Angle Finance, Westpac
- Email integration: no tool change required for the admin team
- Automatic completeness, format, and consistency checks
- Real-time alerts on non-compliant files before submission
The results
93%
validation time saved
From 30h to 2h per month for the admin team
100%
of files verified automatically
No file slips through without control
6 wks
to reach ROI
Return on investment in 6 weeks
0
avoidable rejection
Zero rejections since deployment
“Before CheckFile, every Monday morning started with a pile of rejections to process. Today, our files go out compliant on the first try. My team can finally breathe.”
Sales Admin Manager
Security systems SME (alarms & CCTV), Brisbane