Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

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Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

Overview

At Vantage Point Consulting, we are proud to have helped Cornerstone First Mortgage become one of the leading mortgage and home loan lenders in the United States.

Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, California. They specialize in providing clients with competitive rates and flexible terms for their mortgage and home loan needs. They also offer services such as refinancing, debt consolidation, and more.

We had the pleasure of working with Cornerstone First Mortgage to help them streamline their operations and improve their customer service experience. We provided them with our consulting services to help them create an efficient process for handling customer inquiries, processing applications, and closing loans quickly.

The result was a streamlined process that allowed Cornerstone First Mortgage to provide customers with a better experience when applying for a loan or refinancing their existing mortgage. Customers now have access to faster response times, more accurate information about their loan options, and improved customer service overall.

At Vantage Point Consulting, we are proud to have been part of this success story for Cornerstone First Mortgage.

Challenges

Cornerstone First Mortgage (CFM) faced a significant challenge when transitioning from Pipedrive to Salesforce Financial Services Cloud (FSC) for Mortgage. Before being introduced to Vantage Point Consulting, their implementation of Salesforce FSC and Marketing Cloud with another consulting firm (SI) was unsuccessful. CFM's Salesforce needed to be aligned with FSC's best practices. This hindered their ability to drive efficiency in support of their goals and objectives.

At Vantage Point Consulting, our team stepped in to help CFM overcome these challenges and build a system that would improve the customer experience while supporting their business needs. Our team worked closely with CFM’s staff to understand their requirements and develop an optimized solution tailored specifically to their business. We provided them with expertise in process optimization, data modeling, user interface design, and more to ensure their smooth and successful transition.

Solution

After assessing their needs, Cornerstone First Mortgage knew they needed a partner who was business-process focused and had the resources to complete the transition. They decided to work with Vantage Point Consulting to have an experienced team of consultants with deep industry knowledge and experience with Salesforce.

Our teams quickly got to work on the project, swiftly re-implementing Salesforce Financial Services Cloud and Marketing Cloud and performing the necessary data migrations and integrations with Ice Mortgage's Encompass (loan origination system). We also provided training and change management to ensure a successful go-live.

Outcomes

The result of working with Vantage Point Consulting was a successful transition from Pipedrive to the Salesforce Financial Services Cloud that improved their operations and customer service. Cornerstone First Mortgage now has faster response times, more accurate loan options, and an improved customer experience. In addition, CFM now has a single source of truth and a 360-degree view of their business from within Salesforce, a fully integrated marketing automation solution supporting multiple business units. They continue to partner with Vantage Point Consulting today to optimize Salesforce to support their tactical and strategic goals and objectives.

Our team at Vantage Point is proud to have worked alongside Cornerstone First Mortgage in helping them overcome their challenge and enable them to provide better service for their customers. Thanks to our expertise in process optimization, data modeling, user interface design, and advanced training and change management, we were able to help them reach their goals quickly and efficiently.

Technologies

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io