Overview
Cameron Stephens Mortgage Capital Ltd., a leading Canadian mortgage company, needed to streamline its Salesforce org to support expansion and operational efficiency. The existing system relied heavily on outdated automation and lacked structured data models, resulting in performance issues and a suboptimal user experience. HIC Global Solutions stepped in to refactor, restructure, and build scalable solutions.
What You Need To Know
Outdated Salesforce automation can slow down financial operations and impact data accuracy.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.
Why It Matters
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.
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 A new unified Capital Market object replaced outdated structures, while we automated key processes like lead conversion and renewals.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.
Overview
Cameron Stephens Mortgage Capital Ltd., a leading Canadian mortgage company, needed to streamline its Salesforce org to support expansion and operational efficiency. The existing system relied heavily on outdated automation and lacked structured data models, resulting in performance issues and a suboptimal user experience. HIC Global Solutions stepped in to refactor, restructure, and build scalable solutions.
What You Need To Know
Outdated Salesforce automation can slow down financial operations and impact data accuracy.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.
Why It Matters
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.
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.
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.
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.
Challenges Faced
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.
Challenges Faced
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.
Challenges Faced
They were facing issues with
- Outdated Apex Automation:
- Disjointed Data Models:
- Manual Lead Conversions:
- No Dynamic Fee Schedule Generator:
- Limited Reporting and Visibility:
Legacy code slowed down workflows and was hard to maintain.
Critical records were spread across disconnected objects, reducing clarity.
Sales Representatives spent time on routine lead conversion tasks that could be automated.
Users lacked tools to automatically generate and customize fee documents.
Dashboards and summary views lacked customization and real-time updates.
Solutions Offered By HIC
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.
Solutions Offered By HIC
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.
Solutions Offered By HIC
The solutions which we offered to them
- Automation Optimization:
- Capital Market Object Setup:
- Fee Schedule Document Generator:
- Lead Conversion Automation:
- Custom LWCs:
Audited and refactored Apex Classes and Flows based on Salesforce best practices.
Designed a single parent object to unify multiple data sets and ensure consistency.
Built an editable, auto-generating document system using LWC, Visualforce, and Apex.
Streamlined lead handling by implementing logic-based conversions and Person Account creation.
Built a Summary Table to display child records and a Nominal XIRR Calculator for backend financial calculations.
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