Custom CRM Integration Api for Mortgage Lenders
Client Objective
Our client, an established mortgage brokerage firm, sought to transform their sales operations from traditional lead handling to a fully digital and automated CRM environment. They required a tailored Salesforce solution built from the ground up, prioritizing data security, system efficiency, and cost-effectiveness.
Challenges
- Transition from an outdated, manual sales lead processing model to fully digital workflows.
- Excessive reliance on third-party Salesforce apps causing high Api costs and slow system performance.
- Significant data security concerns associated with using external integrations.
- Inefficient user experience for sales agents, resulting in manual tasks and operational delays.
Shefa Solutions' Customized Approach
Custom Salesforce
- Designed and developed an entirely bespoke Salesforce solution using Apex programming language, tailored specifically to the client's business workflows and operational needs.
- Ensured complete alignment with client specifications without compromise due to third-party limitations.
Private APIs
- Developed secure, private Api integrations that connected directly with Salesforce, bypassing third-party Salesforce apps and ensuring rigorous data protection.
- Reduced Api calls and webhook usage, mAintAining swift performance, and minimizing substantial per-call costs commonly incurred with Salesforce integrations.
Funnel Design
- Our expert UI/UX team created an intuitive, streamlined digital marketing funnel integrated directly into Salesforce, capturing real-time lead data with minimal latency.
- The funnel enhanced the user experience, providing seamless transitions from lead generation to onboarding.
LLMWorkflow
- Integrated open-source large language models (LLMs), hosted privately, into Salesforce workflows via customized Apis, automating lead screening, data validation, and initial client follow-ups.
- Avoided stacking Api calls within Salesforce by handling intensive processes externally, significantly improving overall system responsiveness.
client Portal
- Delivered a modern, user-friendly client portal that directly transmitted all client-uploaded data and notifications into Salesforce, streamlining communication and eliminating manual data handling.
- Empowered sales agents by consolidating their workflow into a single Salesforce environment, removing the necessity of operating multiple screens or applications simultaneously.
Impact and Results
Optimized Performance:
- Custom Api and private server integrations dramatically enhanced system speed, reducing lead processing time from hours to mere minutes.
- Minimization of Salesforce Api calls and webhooks significantly reduced overhead costs and operational delays.
Security Compliance:
- Privately hosted custom Api integrations provided superior data protection, meeting stringent compliance and regulatory requirements inherent in mortgage brokerage operations.
- Reduced dependency on third-party applications, significantly mitigating data vulnerability risks.
User Experience:
- Fully digital, intuitive UI/UX design transformed lead capture and management, significantly improving customer engagement and conversion rates.
- Salesforce integration enabled sales agents to manage all operations efficiently within a unified platform, increasing productivity and reducing administrative burdens.
Conclusion
Shefa Solutions successfully delivered a robust, tailored Salesforce CRM solution, transforming the client's operational capacity from manual processing to fully automated, secure, and high-performance workflows. This customized implementation underscores Shefa Solutions' capability in delivering sophisticated, secure, and cost-effective CRM environments, optimized specifically for the nuanced demands of the mortgage lending industry.
+44 7947999208
69 Keith Road, Bournemouth BH3 7DT, United Kingdom
info@shefa-solutions.com
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