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Case Study

Accelerated Loan Processing with Salesforce Integration & 360 SMS
for a Finance Provider

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Client Overview

Industry

Mortgage

Company Size

Not disclosed

Region

USA

Solution/Product

Salesforce, Jungo CRM

Driving Faster Loan Cycles for Mortgage Lenders with Salesforce

The client is a mortgage provider focused on fast, transparent lending for purchase and refinance borrowers. They run lean teams and depend on clean data and timely borrower updates to move files forward. They had struggled with manual lead handling, duplicate data entry across Jungo, ARRIVE, and Salesforce, and inconsistent steps from lead to loan that slowed responses and created errors. 

In this case study, you’ll learn how we: 

  • Integrated Jungo and ARRIVE with Salesforce to create a single source of truth 
  • Automated contact creation, lead creation, and conversion to loan at the right stage 
  • Set up real-time sync so updates in one system appeared in the others 
  • Implemented 360 SMS and email automations for confirmations, reminders, and missing info 
Download Now
https://360degreecloud.com/wp-content/uploads/2025/10/Faster-Loan-Cycles-with-Salesforce.pdf

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