From Manual Silos to Smart Systems: How Cameron Stephens Scaled Salesforce Efficiency with HIC
70%
increase in system scalability and performance.
55%
faster document generation and sharing.
65%
faster document generation and sharing.
Overview
From scattered records to a single automated flow
What You Need To Know
In high-stakes financial operations, even minor inefficiencies can result in significant delays. By consolidating data, optimizing automation, and enhancing reporting tools, Cameron Stephens now operates with greater confidence, accuracy, and speed, which are essential in their fast-paced lending landscape.
Why It Matters
Outdated Salesforce automation can slow down financial operations and impact data accuracy. HIC conducted a deep audit and delivered a smart Salesforce overhaul, spanning Apex refactoring, object consolidation, custom LWCs, and automation upgrades, to align the org with long-term business goals.
What HIC Did
We conducted a full Salesforce audit and refactored Apex, Flows, and Triggers to align with best practices. A new unified Capital Market object replaced outdated structures, while we automated key processes like lead conversion and renewals.
Custom components like Summary Tables, Fee Schedule Generator, and PDF creation tools were built, along with user training and dashboards for smoother operations.
Challenges Faced
Bottlenecks slowing every hand-off
Outdated Apex Automation:
Legacy code slowed down workflows and was hard to maintain.
Disjointed Data Models:
Critical records were spread across disconnected objects, reducing clarity.
Manual Lead Conversions:
Sales Representatives spent time on routine lead conversion tasks that could be automated.
No Dynamic Fee Schedule Generator:
Users lacked tools to automatically generate and customize fee documents.
Limited Reporting and Visibility:
Dashboards and summary views lacked customization and real-time updates.
About the Company
Cameron Stephens Mortgage Capital Ltd. is a full-service mortgage lender headquartered in Toronto, Canada. With operations across Ontario, Alberta, and British Columbia, they provide customized financing solutions to developers and investors in the commercial real estate space.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Automation Optimization:
Audited and refactored Apex Classes and Flows based on Salesforce best practices.
Capital Market Object Setup:
Designed a single parent object to unify multiple data sets and ensure consistency.
Fee Schedule Document Generator:
Built an editable, auto-generating document system using LWC, Visualforce, and Apex.
Lead Conversion Automation:
Streamlined lead handling by implementing logic-based conversions and Person Account creation.
Custom LWCs:
Built a Summary Table to display child records and a Nominal XIRR Calculator for backend financial calculations.
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