Salesforce Implementation for mortgage broker to achieve a unified way of storing names in Salesforce and Send Emails with attached PDF automatically
About Company
Headquartered in Tempe Arizona, our client AZ Lending Experts is a premier source of mortgage lending needs. The client is a full-service lender that specializes in Conventional Home Loans, VA, FHA home loans, USDA, and jumbo residential mortgages. Also, AZ Lending Experts is Arizona’s top mortgage broker. The firm has greater control over its client’s transactions, and thus it helps them approve and close loans quickly.
The client also provides a variety of home loan solutions with down-payment assistance and other exciting options. Thus, our client, AZ Lending Experts, helps people in getting the perfect competitive loan that can meet all their needs.
Challenges Faced
With its growing suite of offerings, AZ Lending Experts was facing a lot of challenges while working in Salesforce. The client wanted to achieve a unified way of storing names in the contact information and leads in Salesforce.
Also, AZ Lending Experts wanted us to make their email generation better with fields populated from the loan record in Salesforce. AZ also wanted to send emails to their clients every Friday with PDF attached automatically and manually as well.
Key Improvement for Client
Proposed Solutions
- Our Salesforce Developers at HIC Global Solutions, a Salesforce Consulting Company, sat down to understand the unique needs of AZ Lending Experts. After carefully analyzing the challenges, our developers came up with a great Salesforce development solution. The befitting solutions given by the Salesforce Experts helped the client overcome its problems.
- Our Salesforce developers created a trigger that now enables the client to have the name on Contact information and leads in the proper case. Thus, the names would always be in the proper case no matter what.
- We also converted the Visualforce page to PDF to send email attachments every Friday along with the email alerts. The emails were sent to Realtor – Listing Agent, Realtor – Buying Agent, Listing Agent Assistant, and Buying Agent Assistant.
- Along with the emails, the client would get alerts to sign the document if he has not done it yet.
Work Done
Result:
- Presentable way of showing names in the Contact Information and Leads page: The client achieved a presentable way of names in the contact information and leads page as they are in the proper case now.
- Emails with PDF and alerts sent just on time: Sending PDF and alerts automatically on the scheduled day got easier.
- Manual-errors reduced
- Work efficiency increased
- Better management of the Client status in Salesforce with timely emails
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