A Fintech mortgage lender needed to create new ways of thinking its processes and working, to operate more efficiently and to improve the enterprise's legacy Customer Relationship System and to serve its customer better.

Teclever assisted in the analysis, design and implementation of the solution. Our team provides a work flow management for dealing with new and existing business inquiries.

Salesforce is implemented to create a transparency in the loan acquiring process with the aim to make the process seamless and robust for the clients.

The solution enables to manage human resources processes, employees, positions and tasks, to manage insurance quotes processes with leads or clients, to manage recruiting process with accounts, contacts etc, to access data quickly.