--- title: "OppFi - Q-assign Case Study - Assignment Solution" description: "Highly scalable assignment solution that could handle complex routing and allow for a fair and equal distribution. Case Study - Automated Re-assignment" lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "name": "Ortoo", "url": "https://ortooapps.com/", "logo": "https://ortooapps.com/ortoo-logo-square.png", "parentOrganization": { "@type": "Organization", "name": "Ascendx" } }, { "@context": "https://schema.org", "@type": "WebSite", "name": "Ortoo", "url": "https://ortooapps.com/" }, { "@context": "https://schema.org", "@type": "Article", "headline": "OppFi — case study", "description": "Highly scalable assignment solution that could handle complex routing and allow for a fair and equal distribution. Case Study - Automated Re-assignment", "url": "https://ortooapps.com/case-studies/oppfi", "mainEntityOfPage": "https://ortooapps.com/case-studies/oppfi", "image": "https://ortooapps.com/assets/oppfi-C9nnzE3B.png", "about": "OppFi", "publisher": { "@type": "Organization", "name": "Ortoo", "logo": { "@type": "ImageObject", "url": "https://ortooapps.com/ortoo-logo-square.png" } } } ] --- [Skip to main content](#main-content) [Support](/support)[Contact](/contact) [![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-gradient-C54UkOOH.webp)](/) Ortoo Orchestrator Solutions Why Ortoo Resources About [Pricing](/pricing) [Map your workflow](/contact?intent=workflow-mapping)[Book a demo](/contact?intent=demo) [Book a demo](/contact?intent=demo) [Case studies](/case-studies)/ OppFi ![OppFi logo](/assets/oppfi-C9nnzE3B.png) Customer story # How OppFi automated case assignment with Q-assign 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 > > Adriano Bruno > > Operations Director, OppFi ![OppFi logo](/assets/oppfi-C9nnzE3B.png)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. More customer stories ## See how others orchestrate complex Salesforce workflows [ Internet Publishing Verivox 75% Cases being addressed within the first 30 minutes Read story → ](/case-studies/verivox)[ Identity & Security Entrust 1 day SLA reduction through fair, automated case routing Read story → ](/case-studies/case-study-entrust-q-assign)[ Hi Tech Splunk 24/7 Service team able to offer 24/7 support for the first time Read story → ](/case-studies/splunk) [All case studies →](/case-studies) ## See orchestration _in action_. Book a 30-minute session. We will map one of your workflows and show where orchestration would change the outcome. 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