Skip to content

Client profile · Mortgage & Lending

Independent mortgage lender

A mortgage lender. Vantage Point built a fresh Financial Services Cloud org, set up Marketing Cloud including a short code, and provides ongoing support through managed services and retainers.

West Client since 2021 5 engagements

The challenge

The lender needed a new Financial Services Cloud build with Marketing Cloud set up alongside it, plus ongoing administration support.

What Vantage Point delivered

  • Built a new Financial Services Cloud org from the ground up
  • Set up Marketing Cloud, including a short code for messaging
  • Completed optimization change orders across the org
  • Provided managed services and retainer based professional services

Platforms

SalesforceFinancial Services CloudMarketing Cloud

Services

ImplementationOptimizationManaged servicesMarketing automation

Similar clients

Modern finance office with lending documents and soft light Merchant finance company

Merchant finance company serving businesses

Texas · Since 2020 Desk with mortgage documents, house keys, and a calculator in soft natural light Residential mortgage lender

Cash-backed residential mortgage lender

South · Since 2019 Suburban homes at golden hour with house keys and a laptop on a porch railing Mortgage lender

Technology-enabled mortgage lender

Colorado · Since 2020 Minimal lender office desk with laptop, notebook, and coffee in soft blue light Specialty lender

Specialty lender focused on secured mortgage debt

Since 2026

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →