Discover how Legend Funding automated its funding application and ISO submission workflow with Gravity Forms document uploads, routing, and CRM syncing to reduce back-and-forth and speed up review.
50%
higher response rates
Fewer
Incomplete Forms
Same Day
Review Processing
Multiple
Connected Workflows
Legend Funding needed a more organized way to collect funding applications and ISO deal submissions.
The company’s process depended on applicants and partners submitting the right forms, bank statements, IDs, business details, and supporting documents. When information was missing or unclear, the team had to follow up manually before underwriting could review the deal.
These incomplete submissions created back-and-forth, slowed approvals, and made it harder for the team to keep each deal moving quickly.
We helped Legend Funding build a Gravity Form-powered funding intake workflow.
The new form process guides applicants and ISO partners through the required information step by step. Required fields, file upload sections, and structured submission questions help collect the right details upfront.
Document routing sends applications and files to the right internal team for review. CRM syncing keeps each submission connected to the correct applicant or partner record, so the team can track deal status without manually copying data between tools.
Legend Funding provides fast, flexible funding solutions for small and medium-sized businesses. Its website focuses on quick applications, required document collection, ISO partner submissions, underwriting review, and funding within 24 to 48 hours once documentation is submitted.
"Incomplete applications were one of the biggest bottlenecks in our process. By guiding applicants through the right steps and collecting documents upfront, we've reduced back-and-forth and can move qualified deals into review much faster."
Legend Funding
