# OppFi

OppFi is a leading financial technology platform that powers banks to help everyday consumers gain access to credit. With hundreds of Loan applications a day, they needed a highly scalable assignment solution that could handle complex routing and allow for a fair and equal distribution.

## Higher conversion

Higher conversion rates across all loans, irrespective of value. Whilst meeting SLA Guidelines.

## Balanced distribution

Fair distribution across all agents, allowing for fair opportunity and increasing motivation

> Ortoo has been a great partner in our distribution journey. Q-assign automated what used to be incredibly complex logic to manually distribute work 'fairly' and 'equitably' to agents. The whole Q-assign team is great to work with and are extraordinarily responsive and thoughtful

Customer snapshot

Account: OppFi  
Industry: Finance  
Employees: 1000+ employees  
Department: Operations  
Products: Q-assign

## CHALLENGES

### Strict SLA's

Loan applications needed to be converted within a strict SLA

### Fair Distribution

Needed a way to assign applications fairly, as agents were motivated to close the highest value loan

### Fair Workload Balancing Across Shifts

Fairness on work load is dependent on value of loan and chance to convert

## SOLUTION

### Automated Re-assignment

Loan applications automatically re-assigned if not worked within a set time frame

### Dynamic Assignment Rules

Q-assign would look at the value of each application and assign fairly across the board

### Load Caps

Placed caps on agents work load based on value of applications in their queue

## RESULTS

- Higher conversion rates across all loans, irrespective of value. Whilst meeting SLA Guidelines.
- Fair distribution across all agents, allowing for fair opportunity and increasing motivation.

## See how others orchestrate complex Salesforce workflows

[Internet Publishing  
Verivox  
75%  
Cases being addressed within the first 30 minutes  
Read story →](/content/case-studies/verivox/index.html)  
[Identity & Security  
Entrust  
1 day  
SLA reduction through fair, automated case routing  
Read story →](/content/case-studies/case-study-entrust-q-assign/index.html)  
[Hi Tech  
Splunk  
24/7  
Service team able to offer 24/7 support for the first time  
Read story →](/content/case-studies/splunk/index.html)

## See orchestration _in action_.

Book a 30-minute session. We will map one of your workflows and show where orchestration would change the outcome.

[Book a demo](/content/contact?intent=demo/index.html)  
[Map your workflow](/content/contact?intent=workflow-mapping/index.html)