How Dune Finance Cut Application Admin by 70–75%

Reducing finance application admin by 70–75%

Dune Finance was scaling fast, but its pre-sales workflow was creating a major operational bottleneck. Each application required manual document requests, repeated follow-ups, file organisation, contract preparation, invoice handling, and payment chasing.

Before the system was implemented, each application took around 120–180 minutes of manual work. Argonix helped reduce that to 30–45 minutes per application, cutting admin time by 70–75% and giving the team more capacity to focus on revenue-generating work.

Instead of relying on long email threads, scattered documents, and separate payment steps, Dune Finance now had a structured pre-sales automation system that moved clients from document collection to contract signing and payment through one streamlined flow.

From manual follow-ups to a scalable application engine

Argonix built a three-step automation system covering document collection, internal review, contract generation, payment collection, and HubSpot updates.

The new workflow allowed Dune Finance to select a client type, instantly send the correct document request, collect files through a guided upload process, review the application internally, send a branded contract, and collect payment immediately after signing.

This replaced a slow 7–10 day process with a cleaner, faster, and more professional client experience.

Key outcomes

The system delivered measurable improvements across the entire application workflow:

• 70–75% reduction in manual admin per application

• Application handling time reduced from 120–180 minutes to 30–45 minutes

• Document request drafting reduced from 10–15 minutes to 30 seconds

• Missing document chasing reduced from 30–45 minutes to near-zero

• Manual file organisation reduced from 20–30 minutes to around 2 minutes

• Invoice creation and payment chasing reduced from 15–30 minutes to zero

• Payment collection improved from 3–5 days to same-day

• Clients could sign and pay in one connected flow

• HubSpot deal status updated automatically after payment

• The team could handle 50% more applications without working longer hours

• New team members could be trained on the system in 30 minutes

At scale, the impact became even larger. At 40 applications per month, the system saved an estimated 50–90 hours of admin work. At 70 applications per month, that increased to 87–157 hours saved per month.

What Argonix delivered

Argonix designed and implemented a complete pre-sales automation system for Dune Finance, including:

• Smart document collection flows for different client types

• Archetype-based document request forms

• Mobile-friendly client uploads

• Privacy consent and credit authorisation capture

• SMS and email delivery

• HubSpot contact and deal updates

• Centralised document storage

• Contract generation workflow

• E-signature flow

• Stripe payment integration

• Automatic deal closure after payment

• Written SOPs and team training

The business impact

For Dune Finance, the project removed the admin bottleneck that was limiting growth.

The team could process more applications without hiring extra admin staff, reduce delays caused by missing documents, collect payments faster, and deliver a smoother client experience from first call to paid application.

By turning a manual pre-sales process into a repeatable system, Dune Finance gained the operational capacity to scale without increasing workload.