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Streamlined

and Automated

 

Salesforce provides robust CRM for commercial mortgage broker business, giving business a breath of fresh air with a streamlined and automated process.

Challenge

Client is an expert in analyzing and underwriting commercial and multi-unit residential real estate. Client needed a robust CRM solution for managing the complex processes and rules involved with commercial real estate – Property, Project, Borrower, Lender, Mortgage, Lender, Borrower, Owner, Shareholders, etc.


Solution

Worked with client in identifying all custom objects, their relationships, workflows and reporting needs. Implementation using default objects and custom objects (with multi-level hierarchies and dependencies) in Salesforce.

Use of Google Docs for storing all project/property related documents and file management. Implementation of general Lead/Opp/Account management, Correspondence features.

Custom triggers and workflow to track status of projects (field level triggers as well as state level).


Impact

The new business processes and systems have streamlined the client's business and how it conducts its business. 


Project Highlights

CRM (Salesforce®) Implementation

  • Process Design
  • Configuration & Customization
  • Custom Development & Integration
  • Integration with Google Docs

Key Integrations

Learn more about our main areas of discipline included in this case study.


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