Salesforce Integration for Lending & Mortgage Company
Project Description
A lending and mortgage company was looking to migrate their sales process and operations into a Salesforce platform, so they engaged with SP Tech for their Salesforce and software development expertise.

Industry
Mortgage & Insurance
Products
Salesforce Financial Services
Salesforce Sales Cloud
Project Solutions
We implemented the following solution to overcome challenges for our client.
PROJECT SUMMARY A lending and mortgage company was looking to
migrate their sales process and operations into a
Salesforce platform, so they engaged with SP
Tech for their Salesforce and software
development expertise.
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
Kimberly Donald
Our company has been highly satisfied with the professionalism of SP Tech. Some of the reasons we enjoyed working with them on this project include great communication, prompt response times, creative solutions, and friendly and knowledgeable staff. SP Tech has been a great partner and made a large and difficult conversion from Salesforce Classic to Salesforce Lightning seem easy, all the while creating custom pages and solutions to meet our company specific needs. SP Tech was ready to take on each and every challenge.
Warren Lorentz
SP Tech is a great team of proficient programmers. I highly recommend using them to build custom trading tools and web applications. They were meticulous, detail-oriented, and followed up when they had questions. I enjoy working with them.
Jordan Archie
Roshan and Tushar are amazing developers and are extremely smart when it comes to Salesforce. I highly recommend working with this team in the future you’ll get great results and an excellent product.
Ricky M
After working with many salesforce consultants/development teams, I can say that it has been extremely difficult to find a partner who could communicate frequently and effectively, and one that understands our needs perfectly. It is also critical to find a partner who can offer solutions beyond just the original expectations or desired SOW. Thinking outside of the box to provide more solutions and options to the existing problems that we are trying to solve is simply how SP Tech operates and for that reason, I plan to use them on all of our future salesforce projects. They have always been quick, transparent, and have been brilliant in execution. The quality of work is top notch and I can count on them to get it done, and go even further. Great work by the SP Tech team!
Subrina S
SP Tech’s works have helped change the company’s operations and scale and create a future sustainable business model. The team holds regular meetings, keeping track of each process and addressing requests and concerns.
Ketan Doshi
Well, SP Tech is one of best mobile app development companies that I have ever came across. I must say that have an excellent ability to understand the requirements and work accordingly. They and their team are the best and I have a seamless experience with them. I can say that the team of SP Tech has played a major role in our application.
Sandip Sheth & Associates
Development teams that I have ever came across. I got the results as I was expecting and worked exactly as I requested. Their team was excellent on their on-time deliveries and were also dedicated and qualified in their work. I got two projects done from the team, and both of them surpassed the excellence.
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