Scaling a three-branch NBFC without enterprise bloat
LoanBIZ
NBFC · Multi-branch lending
Branches
3
Phased rollout
2 phases
Modules added
Collections + disbursals
The challenge
LoanBIZ needed role-based access across three branches but did not want a heavyweight enterprise CRM with modules they would never use. They also needed a path to add collections and disbursals later without a full replatform.
What we built
Mixins scoped an initial deployment around lead intake, telephony, and branch reporting. Six months later, disbursal tracking and collections were enabled on the same platform with the same user roles and audit trail.
Key outcomes
- Role-based access per branch and function
- Phased module rollout as the business scaled
- Telephony and lead intake from day one
- Collections added without migrating data or retraining staff
“We needed role-based access across three branches without buying an enterprise stack we'd never fully use. Mixins scoped the modules we needed and we expanded six months later.”
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