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Ascendix Launches AI Suite for AscendixRE CRM
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How Slatt Capital Transformed 1,200 Loan Operations with Salesforce AI Consulting for Commercial Mortgage Banking

Slatt Capital partnered with Ascendix to streamline their commercial mortgage banking operations through advanced Salesforce customization and AI consulting. The goal was to centralize multi-office deal pipelines, streamline loan servicing, and establish intelligent automation.

Background

Slatt Capital is a U.S. leading commercial mortgage banking and capital markets firm with over five decades of experience arranging debt placements for commercial real estate properties.

With eight West Coast offices and approximately 80 professionals, the company manages a servicing portfolio exceeding $5.2 billion across 1,200 loans.

As the firm expanded from a single office to multiple locations, they built their own homegrown Salesforce system to eliminate data silos, provide pipeline management and a shared lender and loan quote database.

Slatt Capital quickly outgrew their ability to scale development using their own internal resources. They sought out a Salesforce vendor with domain expertise in CRE finance and somebody who could partner with them for their long-term workflow and custom operational needs covering loan origination, servicing, and reporting.

Leveraging deep Salesforce expertise and knowledge of the commercial real estate and mortgage banking markets, Ascendix implemented a scalable, tailored Salesforce solution.

It centralized deal pipelines, streamlined workflows, and integrated data across offices, enabling real-time visibility, better collaboration, and a foundation for future AI and Agentforce initiatives.

Jason Berry
COO at Slatt Capital
countries locations icon homepage Ascendix software development
Location
Burlingame, CA
Industry icon blue cases
Industry
Capital Markets,
Commercial Mortgage Banking,
Commercial Real Estate
Team size icon blue cases
Number of Employees
80+
Services icon blue cases
Services Provided:
Salesforce CRM Consulting, Salesforce Customization, Salesforce Integration, Ascendix Search, Salesforce AI Consulting, Agentforce Implementation

Project Challenges Faced by Slatt Capital

Outgrown Legacy System

The company relied on "OnePoint," a custom-developed, outsourced Salesforce-based application that was ill-suited to support multi-office operations, leading to inefficiencies and scalability issues.

Dispersed Data and Information Silos

Key business data such as deal details, financials, and client information, were scattered across spreadsheets, PDFs, emails, and cloud storage, creating bottlenecks and reducing transparency.

Pipeline Management Difficulties

The existing system worked well when the team was small, but as the firm expanded, visibility gaps emerged. Leadership struggled to track deal activity across multiple offices, losing oversight of brokers’ ongoing deals.

Loan Service Challenges

Issues with legacy loan servicing software not suited to solve modern workflow needs outside of the accounting GL and managing loan payments and distributions.

Reporting

Generating accurate reports was challenging due to fragmented data sources and non-technical producers who needed to run their own reports.

Optimize Salesforce for Commercial Mortgage Banking

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Solutions Implemented

Slatt Capital Case Study Ascendix

Development of a Centralized Deal & Pipeline Management System

We’ve enabled a real-time, multi-office pipeline visibility and streamline deal workflows and:

  • Built a customized deal pipeline spanning across all offices.
  • Developed workflows from deal origination to close.
  • Integrated with accounting systems for seamless revenue tracking.
  • Created executive dashboards providing instant insights into deal statuses and broker activity.

Impact: The CEO, previously unfamiliar with detailed deal tracking, now actively monitors operations daily within Salesforce. The Slatt Capital’s leadership gains unprecedented transparency, enabling data-driven decisions, while marketing and operations teams access unified data sources instead of disconnected spreadsheets.

Slatt Capital Case Study Ascendix
Slatt Capital Case Study Ascendix 2

Lender Information & Loan Quotes

Few systems exist to provide tools to capital market brokers to share real-time information on lenders, loan programs and loan quotes.

Existing CRE data vendors focus on the leasing and sales broker, not the specific needs for the lending side of the business.

Impact: Ascendix helped Slatt Capital build custom database to share lender information on loan programs and history with each lender and created a system to track loan quotes and share this valuable information with the rest of the firm.

Slatt Capital Case Study Ascendix 3

Enhanced Loan Servicing Capabilities

After witnessing the success of the pipeline system, we’ve built other tools for a Slatt Capita’s servicing team:

  • Built custom objects and workflows tailored for loan servicing.
  • Created a history tracking functionality for lenders and loan programs
  • Synchronized Ascendix Search with Salesforce for advanced search and filtering within the system.
  • Integrated Salesforce with the FICS SQL database to enable comprehensive payment history tracking.
  • Improved lender and loan servicing reporting and tracking.

Impact: The servicing department now operates with efficiency comparable to the production team, managing their extensive loan portfolio more effectively and reducing manual workload resulting in streamlined processing of 1,200 annual financials.

Slatt Capital Case Study Ascendix 3
Slatt Capital Case Study Ascendix 4

Marketing Team Empowerment

Previously, Slatt Capital had no visibility into closed deals. Ascendix changed that by giving marketing immediate access to deal data and building dedicated tools within Salesforce to streamline their operations:

  • Custom case management system for tracking marketing requests
  • Real-time dashboards providing visibility into marketing activities and team workload
  • Personalized Marketing Home page for quick access to frequently used tools

Impact: Marketing now can promote closed deals without delay, working from the same unified platform as the rest of the organization.

Launch an AI Pilot Project with Ascendix

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Video Testimonial by Jason Berry

Watch a video testimonial by Jason Berry, COO at Slatt Capital, who reveals how Salesforce and partnership with Ascendix revolutionized operations at one of America’s leading commercial real estate mortgage banking firms.

The breakthrough came when expanding beyond single offices, suddenly pipeline visibility became critical. Excel spreadsheets vanished.

Their marketing teams now access closed deals instantly for social content. “It’s complex but incredibly open,” he explains, highlighting seamless third-party integrations that eliminate custom development.

This eight-year partnership continues evolving, translating business needs into scalable platform capabilities that drive measurable organizational value.

Achieved Results

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Leadership Adoption

The CEO of Slatt Capital now uses Salesforce daily to monitor pipeline health, deal progress, and overall business health. It was something impossible prior to the platform’s overhaul.

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Enhanced Visibility & Collaboration

Now, there is a real-time deal visibility across all offices, improved transparency between departments as well as a quicker, more informed decision-making supported by accessible analytics.

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Efficiency Improvements

Slatt Capital streamlined loan servicing workflow managing over $5 billion in assets, reduced manual data entry and repetitive tasks, increasing employee satisfaction and have a full integration of deal data into daily workflows.

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Business Scalability & Innovation

We enabled company growth from a handful of offices to eight, supporting an expanding team of 80 employees, laid the foundation for future Agentforce initiatives ensuring competitive advantage over larger institutional players.

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Scalable Growth

Streamlined processes and automated workflows positioned Slatt Capital for scalable growth, enabling the management of increased loan volumes and more complex real estate operations effectively.

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Cultural Impact

Employees, especially in servicing, report higher job satisfaction due to improved tools and automated routine processes.

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Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

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12222 Merit Drive Suite 1550
Dallas, Texas 75251

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