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Client profile · Mortgage & Lending

Independent mortgage brokerage and home lender

A small independent mortgage and real estate brokerage. Vantage Point integrated its loan origination software with Salesforce Financial Services Cloud to keep borrower and loan data connected.

California Client since 2023 1 engagement

The challenge

Borrower and loan data lived in a separate origination system, apart from client records in Salesforce.

What Vantage Point delivered

  • Integrated a loan origination platform with Salesforce Financial Services Cloud
  • Connected loan data to borrower records for a single client view

Platforms

SalesforceFinancial Services Cloud

Services

Integration

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