A Financial Company Using Salesforce

A financial Company using Salesforce built for the Modern Loan Originator to help structure, manage, and grow their businesses.

Challenges

• To fill up the information of their Borrower/Co-Borrower who shows interest in the services
• Information shall be traverse through the various stages of prospect
• Screening of Merchants through “Under Writing” process
• Process of sending Referrals to Loan Officer
• Prospect conversion to deal
• Missing 360-degree view as well as analytics of their customers
• Taking Survey from the Customer post deal is closed

Solution

• Custom financial solutions was designed and developed for capturing multiple stages of process.
• Sales team can dispatch pre-approval letter to borrower/co-borrower for speedy action.
• Solution was designed with various Reports/Dashboards
• Stages are defined and each stage define the process for execution.
• Responsive customization to meet industry and company-specific requirements in term of processes and data capturing.
• Flexibility of capturing information and attaching of documents pertaining to business needs
• Archiving the documents to ensure minimal storage is used for business needs

Result

• Easy access to all the data points from any location via a well-versed user’s screen.
• Information is in Real-Time and up-to-date.
• Eliminating management oversight of tracking the critical information about the specific stages
• Customization to meet industry and customer-specific requirements in terms of processes and data capturing.
• Complete 360-degree information for the Customers