Salesforce Products Used
Sales Cloud
Salesforce Integrations
Sales Cloud
Speedy Business Finance is a secured business lender specialising in 1st and 2nd mortgages for business purposes. The firm provides a large range of tailored finance solutions for various scenarios - for working capital, development, construction, investment or just funds to grow business.
Coping with a growing array of partners possessing ever-changing requirements had begun to present difficulties. Traditional manual procedures can only offer limited assistance before companies recognize the necessity for an improved approach. The organization aimed to grant each partner the ability to log in securely to a portal, accessing content according to their preferences. Additionally, there existed a requirement for specific services to be seamlessly integrated with Salesforce, streamlining the business workflow.
In terms of delivering fast work, I really count for this team. They converted my Idea as per my choice, exactly the same market currently need. Absolutely fine services, which makes me happy. Great consultant, a good listener and prompt result.
Created a distinctive, user frindly partner portal using Community Cloud, tailoring it for optimal mobile performance.Enhanced the portal to empower lead partners to both submit leads and gain real-time insights into their submissions for monitoring and tracking purposes.Enabled the portal to streamline tasks such as downloading promotional content and staying informed about customer offers and discounts, among various other functionalities.Devised a user-friendly single-page application form tailored for independent brokers seeking simplicity and avoiding the licensing fees tied to registered broker status.Engineered the form to allow brokers to directly submit leads with ease.Devised an innovative tool named 'Submit-A-Scenario' to aid brokers in presenting distinct cases for instances such as when a business proprietor seeks credit in a specific manner or against a particular mortgagee.Implemented swift and secure document exchange facilitated by DocuSign to redefine their document management approach.DocuSign enabled e-signing not only streamlined the process but also accelerated it, resulting in a reduction of paperwork and associated documentation.Ensured compliance by tracking every step of the signing using DocuSign's audit trail feature.Integrated Proviso, a bank statement retrieval solution, into the Salesforce system.Customized configurations were put in place to ensure a tailored fit for the company's specific needs.Ensured that integration is designed to accommodate the company's growth in loan applications.Integrated CreditorWatch, a credit reporting and monitoring solution, into their Salesforce environment.Enabled loan underwriters to access real-time credit reports and monitor changes in a borrower's financial status to make informed decisions quickly.Designed the system to access the Personal Property Securities Register data (PPSR is an online, widely published record of any legal claims to personal property used as loan collateral in Australia).Provided details of the type of data required such as specific security interests, debtor details, or registration information.Transform and map the received data to fit Salesforce’s internal data model, ensuring compatibility.Using Salesforce for document storage and management was quite expensive.Integrated with Box, a cloud-based content management platform.Integration with Box not only optimized costs but also improved document management processes - with Box iframe opening within Salesforce.
Broker portal enhanced broker interactions, streamlined processes, and contributed to business growth.Automated workflows allowed partners to focus on value-added tasks.Intuitive and efficient digital platform revolutionized the signing experienc.Integrations not only optimized costs but also improved the processes and collaboration.Helps the team comprehend distinctive context of loan applicants and help in effectively segregating and addressing such cases.
Hire Salesforce Developer Hire Salesforce Admin
