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Develop and Enhance a Salesforce-Based Real Estate Loan Application Portal
  1. case
  2. Develop and Enhance a Salesforce-Based Real Estate Loan Application Portal

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Develop and Enhance a Salesforce-Based Real Estate Loan Application Portal

alliancetek.com
Financial services

Inefficient and insecure loan application process

The client's existing loan application process is manual, insecure, and lacks efficient data analysis capabilities. They require a streamlined, secure, and automated platform to handle loan applications and integrate with external systems.

About the Client

An experienced commercial real estate finance company seeking to modernize its loan application process.

Modernize and automate loan application process

  • Develop a secure online portal for loan applications.
  • Automate data entry and validation.
  • Integrate with SBA APIs for bulk application processing.
  • Enhance reporting and analytics capabilities.
  • Improve the overall customer experience.

Core portal functionalities

  • Secure document upload and storage
  • Automated data validation
  • Workflow-based application processing
  • Integration with SBA APIs
  • Reporting and analytics dashboard
  • Role-based access control

Technology Stack

Salesforce
Microsoft Active Directory
JW Player
SBA APIs

External System Integrations

  • Microsoft Active Directory for authentication
  • JW Player for video content integration
  • SBA APIs for bulk application processing

Performance and Security

  • High availability
  • Scalability to handle a large volume of applications
  • Data security and compliance
  • Responsiveness and fast loading times

Improved efficiency and customer satisfaction

Implementing the new portal is expected to reduce processing time, improve data accuracy, enhance customer satisfaction, and enable better decision-making through data-driven insights. It will also streamline operations and reduce manual effort.

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