Dynamic Portal and Salesforce Integration with Approval Workflows
Overview
Locklear CRM is a cutting-edge mortgage marketing platform tailored for the Modern Loan Originator, designed to streamline operations, manage workflows efficiently, and foster business growth. Developed in collaboration with Bacancy, the platform encompasses comprehensive solutions for agents and loan officers, empowering them to engage with clients effectively through integrated websites and Salesforce CRM.
Technical Stack
Industry
Information Technology
Region
USA
Project Size
Non- Disclosable
Highlights
Webhook for Real-time Updates
SMS Integration with Twilio
REST APEX Integration
Agent Portal Integration
Challenges & Solutions
Integrating dynamic portals with Salesforce for real-time updates across all client organizations posed a significant hurdle.
- Solution: Implemented a mechanism in AWS for hosting and connecting portals with Salesforce using a single integration user setup, ensuring seamless accessibility and real-time synchronization.
Implementing dynamic approval workflows, pre-approval, guaranteed financing letters, and custom SMS/chat features integrated with all Twilio portals.
- Solution: Utilized Salesforce automation tools, including Process Builder, Workflow Rules, and Flow. Developed custom LWC chat components for direct communication with portals and clients, integrated seamlessly with Twilio for SMS functionality.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- RIN Environment Configuration
- Dynamic Portal Configuration
- REST APIs for Portal Integration
- NANO LOS Webhook Integration
No. of Developers
06
Time Frame
March 2022 - Ongoing
Experience With Bacancy
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