A specialist finance and lending business focused on originating, assessing, and settling high-value loan applications through a network of brokers, referrers, and business development managers (BDMs).
Engine Capital was managing its sales pipeline, broker network, loan applications, and settlements through Pipedrive. While the CRM captured a large amount of operational data, leadership struggled to answer critical business questions:
Reporting was largely manual, time-consuming, and lacked the visibility needed for confident decision-making.
We built an automated reporting solution that transformed raw CRM data into a centralized business intelligence platform.
First, we integrated directly with Pipedrive using its API and developed a Python-based data pipeline to extract and organize data from deals, activities, contacts, brokers, and pipeline stages.
The data was automatically synced into Google Sheets and visualized through a custom Looker Studio dashboard, providing real-time visibility into pipeline performance, settlements, broker activity, conversion rates, and team productivity.
To eliminate manual reporting, we deployed the solution on Google Cloud and scheduled automated daily data refreshes.
Engine Capital now has complete visibility across its lending operations, allowing management to focus on growth rather than gathering data.
