Skip to content

Client profile · Mortgage & Lending

Technology-enabled mortgage lender

A technology-enabled residential mortgage lender. Vantage Point implemented Salesforce and supports the platform through a retainer.

Colorado Client since 2020 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for lending and buyer workflows
  • Delivered change orders for added functionality
  • Provides ongoing retainer support for the Salesforce platform

Platforms

Salesforce

Services

ImplementationManaged services

Similar clients

Mortgage office desk with a small model house, laptop, and blurred loan documents in soft light Independent mortgage lender

Independent mortgage lender

West · Since 2021 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 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We do not publish client names.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 →