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.

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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.

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