Challenge
A financial services company needed to streamline its loan pre-qualification process while maintaining strict data security standards. The multi-page application was losing applicants who abandoned the form partway through, and the company had no way to follow up with them.
At the same time, the team needed identity verification to prevent fraud and automatic removal of sensitive applicant data after processing to meet compliance requirements.
Solution
84EM built an automated pre-qualification workflow that captures applicant information progressively – saving data after each step of the application rather than waiting until final submission. If someone abandons the form halfway through, the sales team still receives what was provided and can follow up.
Identity verification runs during the application to validate applicants before processing, catching fraudulent submissions without adding manual review steps. Once applicant data reaches the CRM, it is automatically removed from the website, keeping sensitive information out of systems where it does not need to persist.
Key Capabilities
- Progressive lead capture that saves applicant data after each step of the application, preserving partial applications that would otherwise be lost when prospects abandon the process.
- Inline identity verification that validates applicants during the application, blocking fraudulent submissions automatically without adding manual review steps.
- Automatic data removal that clears sensitive applicant information from the website immediately after it reaches the CRM, maintaining compliance with data security requirements.
- Marketing attribution that tracks completed applications across all advertising channels, giving the marketing team accurate data on which campaigns are driving qualified applicants.
Results
The progressive capture recovered leads that were previously lost when applicants abandoned the form before completion. Partial applications that would have generated zero data now create contacts in the CRM with whatever information was provided, giving the sales team a starting point for follow-up.
The automated identity verification reduced fraudulent applications while adding no manual review steps. Verification happens during the application itself, and failed attempts are handled automatically – no staff involvement required.
The automatic data removal addressed a compliance requirement that had previously required periodic manual intervention. Sensitive applicant data no longer persists on the website after it reaches the CRM, eliminating a data security concern that the team had been managing by hand.
Marketing teams gained accurate campaign attribution for the first time. Previously, determining which advertising channels drove qualified applicants required manual reconciliation across multiple systems. Completed applications now automatically report back to each advertising platform, giving the marketing team reliable data for budget decisions.
