About Capstone Financial
Capstone Financial is a private lender with a national presence in the US, specializing in asset-based loans for real estate investors. Since 2010, the company has funded more than $500 million in loans for residential and commercial properties, and it also offers alternative investment opportunities through structured funds.
The challenge
As the lending and investment business grew, the existing system, built on Dynamics 365, began to show its limitations. Processes became increasingly complex, user adoption was uneven and reporting was fragmented. Capstone needed a solution that could grow with the business: flexible, transparent and easy to use without extensive training.
The solution
- The entire customer journey digitizedfrom loan application to credit review, compliance checks and final disbursement, centralized and traceable in monday.com.
- Borrower portalclients upload documents directly, eliminating bottlenecks in email handling.
- Investment fund operationsa dedicated workspace that tracks investor records, timelines, communication and documents.
The teams work more efficiently, clients get a smoother experience and management has real-time insight across the entire business, ready for scalable, long-term growth.
