Lending outcome · Capacity

Give your lending team room to grow.

When volume rises, the first answer should not always be another processor. Shastic takes on repetitive operational work so experienced employees can manage exceptions, decisions, dealers, and member relationships.

The value to aim for

More capacity. Faster answers. Less busywork.

Del-One’s projection

Nearly 2× capacity. No extra hires.

Del-One believes its two-person team can grow monthly indirect production from about $8M to $15M. A customer projection—not a guaranteed result.

Read the Del-One press release ↗
A service target to test

A dealer answer in under an hour?

Set a target for packet receipt to a clear next step. Agree coverage hours and exception handling in Discovery, then measure the share of packets meeting it.

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Del-One’s reported review time

Packet review in under 15 minutes.

Valeria prepares the checklist before a funder’s final review. Packet-review time is not the same as total time to funding.

See how Valeria works →
Quality and control

Catch gaps before they become rework.

Flag missing or conflicting information early. Your people verify exceptions and retain funding authority.

See the control points →
Modernization

Keep your LOS. Lose the busywork.

Add operational capacity across the systems your team already uses, with the workflow and integration scope agreed upfront.

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What changes

Where new operating capacity comes from.

01

Automate the repeatable work

Packet checks, document routing, reminders, and data movement happen consistently.

02

Prioritize exceptions

Employees see the files that require context or judgment instead of touching every file equally.

03

Scale the operating model

Increase production without increasing administrative workload at the same rate.

Capacity playbook

Start with one repeatable bottleneck, not a headcount target.

A useful capacity project begins with the work that consumes staff time on nearly every file. For indirect lending, that may be preparing dealer packets for final funding review. In other teams, it may be document collection, reminders, or routing information between systems.

1

Choose the queue

Pick one high-volume workflow with a clear start, finish, and exception owner.

2

Baseline the work

Measure files per week, staff minutes per file, turnaround time, manual touches, and backlog age.

3

Prepare and route

Let the appropriate Shastic workflow handle defined checks or follow-up; send exceptions to staff.

4

Compare throughput

Review capacity and quality together before expanding to another workflow.

Human boundary: Your team still owns lending decisions, exception resolution, and staffing choices. Scope and controls are defined in Discovery.

What to measure before and after

Set a baseline for this specific workflow, then evaluate operational speed and quality together.

Minutes per fileHow much staff preparation time remains?
Files per employeeCan the same team safely handle more volume?
Exception rateAre quality and rework stable or improving?
Turnaround timeElapsed time from packet receipt to a clear dealer response—and separately from approval to funding. Track median and 90th percentile.

Evidence and expectations

Del-One reports that Valeria reviews indirect-loan packets in under 15 minutes and has completed more than 500 reviews without clearing a defective packet. Its move from roughly $8M to $15M in monthly indirect production is a projection, not a realized result.

Questions to answer before implementation

Which workflows are suitable?

High-volume, rules-based administrative workflows with clear inputs, outputs, and exception paths are strong starting points.

Does this mean reducing staff?

The primary goal is additional capacity: helping the existing team support more volume and focus on higher-value work.

How long does implementation take?

Timing depends on workflow scope, systems, controls, and testing. Discovery defines a narrow first workflow before implementation.

How do we measure capacity?

Track files per employee, staff minutes per review, turnaround time, manual touches, exception volume, and funding throughput. Define packet receipt to dealer response separately from approval to funding, and track median and 90th-percentile elapsed time.

Start with Discovery
Your numbers. Your opportunity.

What would a better lending day be worth?

Create a one-page value story with Shastic in Discovery: your current volume, staff time, turnaround time, quality baseline, and the outcome you want to reach.

Bring: monthly packets or loans, team size, minutes per file, receipt-to-response time, approval-to-funding time, and rework rate. We’ll separate measured facts from targets and assumptions.

Create your value storyStart with Discovery. Map your baseline, goals, and measurable opportunity.