LiftFund Selects Xpertdoc to Simplify and Streamline Loan Development Process

December 6, 2016 |

Xpertdoc CRM Connector Allows LiftFund to Create, Manage, Deliver, and Archive Documents Directly from Microsoft CRM Platform

Xpertdoc, a Microsoft Gold Partner and leader in customer communications solutions (CCM), today announced that LiftFund has selected Xpertdoc’s CCM platform and Microsoft Dynamics CRM Connector to create, manage, deliver, and archive templates and proposals directly from the Microsoft Platform. Xpertdoc is supporting the integration of LexisNexis and DocuSign to complete the end-to-end customer experience.

LiftFund is a non-profit organization and the largest microlender in the United States, providing small business loans and minority business loans for women, start-ups, and entrepreneurs to help them achieve their dreams. The company is using Xpertdoc to expand to more states, which requires an efficient way to input information from Microsoft Dynamics CRM into loan reports and SBA loan documents, while making the appropriate state-specific regulatory changes a simpler process.

“When companies expand their business in regulated industries, they are often bogged down by many small and tedious tasks related to inefficient internal workflow,” says David Squibb, CSMO of Xpertdoc. “We are excited to help LiftFund make the appropriate changes to manage and distribute loan documents in order to improve their customer communication and help people and businesses make their dreams come true.”

In addition to the productivity gains, LiftFund will be able to make changes to the documents themselves instead of heavily relying on the IT department to make the regulatory corrections, leading to quicker decisions. Xpertdoc CRM connector also supports all version of Microsoft Dynamics CRM, allowing LiftFund to begin implementing on their current 2011 version and migrate to the 2016 in the fall of this year.

For more information on Xpertdoc and its CCM solution, please visit

About Xpertdoc:

Xpertdoc is a global software company that provides industry-leading document generation and customer communications management (CCM) solutions. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information security. Xpertdoc delivers improved client retention and growth by streamlining web and mobile self-service intake as well as document creation and management processes throughout every customer touch point.


Fusion PR on behalf of Xpertdoc Technologies,
Fehmida Bholat, 310-481-1431, Ext. 19