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Client profile · Mortgage & Lending

Cash-backed residential mortgage lender

A residential mortgage lender that lets buyers make cash-backed offers. Vantage Point implemented Salesforce, supported a lead marketplace integration, and automated lead routing.

South Client since 2019 3 engagements

The challenge

Leads from online marketplaces needed faster, more accurate routing to the right loan teams.

What Vantage Point delivered

  • Implemented Salesforce for lending operations
  • Configured a lead distribution app to automate lead assignment
  • Supported integration with an online lead marketplace

Platforms

Salesforce

Services

ImplementationIntegrationOptimization

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