Introduction With the recent acquisition of multiple financial lending companies, the need was to have a Central CRM solution that is accessible to everyone across the board. One system was desired instead of multiple systems currently being used. Also, Customers would like to get the best option from multiple loan operators to find optimal terms […]

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 […]