Salesforce App Development for a Mortgage Lending Company

A Mortgage Lending Company from the United States hired Ascendix to get rid of multiple Excel sheets and move their team to a custom-built Salesforce where the majority of essential business processes were automated.

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A commercial mortgage lending company from the United States hired Ascendix to replace a collection of existing systems like CRM software, online form builder, mortgage loan origination and processing software, and a host of custom-built Excel tools with new ones within the Salesforce platform.

Also, a new Salesforce-based financial application should have automated all department workflows from qualifying a lead, processing, underwriting, and loan servicing, including calculations, business rules, and security models.

The system had to unify all the separate functions under a single system and unify business process.

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We developed the following features for a financial services application:

  • Simplification of lead capture, escalation, and the assignment process
  • Automated underwriting engine that qualifies the borrower and executes high-quality calculations for loan processes
  • Loan submission checklist that serves as a document management tool
  • Borrower portal where a borrower can access their loan application and upload documents
  • Document generation tool with all the required pre-populated data
  • Credit report checker to run credit reports
  • Underwriting checklist to configure questions for loan programs, including the approval process
  • Email and support automation process
  • Custom security model
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Also, we integrated the following tools:

  • Cloud Maven Credit Checker (Credit Reporting Service)
  • Google Drive
  • Google Email
  • Formstack Documents (Document Automation and Generation Tool)

And we used the following technologies:

  • Salesforce toolset
  • Apex
  • Lightning Web Component
  • Aura Framework
  • JS
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Technologies We Used

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Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

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