Case study
How a security company cut financing file validation time by 93%
With 4 financing partners and 200 files per month, this commercial security systems installer eliminated avoidable rejections and freed up its back-office team.
Context
Industry
Commercial security systems installation (alarms, CCTV, access control)
Volume
200+ financing files per month
Financing partners
CIT, De Lage Landen, LEAF, GreatAmerica
Back-office team
3 people
The problem
Each financing partner imposes its own document requirements. The back-office 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
- Funding releases delayed by 5 to 10 business days on average
- CIT, De Lage Landen, LEAF, and GreatAmerica rules impossible to memorize
- 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: CIT, De Lage Landen, LEAF, GreatAmerica
- Email integration: no tool change required for the back-office 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 back-office team
100%
of files verified automatically
No file slips through without review
6 wks
to reach ROI
Return on investment in 6 weeks
0
avoidable rejections
Zero rejections since deployment
“Before CheckFile, every Monday morning started with a pile of rejections to deal with. Today, our files go out compliant on the first try. My team can finally breathe.”
Back-Office Manager
Commercial security company (alarms, CCTV & access control)