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.

CaseStudies-Transwestern2 results cre

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.

CaseStudies-Transwestern2 results cre
CaseStudies-VisintainerGroup results goal

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
CaseStudies-Hanna1 results planning, laptop salesforce

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
CaseStudies-Hanna1 results planning, laptop salesforce

Technologies We Used

Contact Ascendix

First Name
Last Name
Business Email
Phone
How can we help you?

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info

Ascendix Corporate Office
12222 Merit Drive Suite 1760
Dallas, Texas 75251

Contact Support