Client Overview

IFT Solutions, established in 2016 by auto lenders experienced in managing over $10 billion of capital is a Vancouver, Canada based Financial Services BPO Company. The company provides a complete Lending Management System for auto-lenders to run their operations on.

Key Objectives

IFT offers custom servicing solutions to lenders, and for that it needed a platform that can be offered to various lenders handling customer documents, and ensuring secure, efficient operations across multiple user roles.
The platform should be able to integrate with multiple banking systems to draw out consent driven financial data on customers profile.
The integrated suite should have features for tracking applications, managing user access, storing files, and automating backend processes.
System aims to enhance both the operational efficiency and security of daily workflows within Salesforce and the bank’s application lifecycle.

“LendingLogik has been a fantastic partner in building our Salesforce platform. They really understood the complexities of our auto-lending and auctioning business and delivered a system that’s secure, efficient, and scalable. From integrating with multiple banking systems to creating portals for both partners and customers, they nailed it.”

Hector Droguett-Alfaro

Technical Lead at Moneyspot

Salesforce Integrations

Solution Highlights

Collaborated closely with IFT to create and deploy a versatile solution catering to multiple banks, credit unions, and more.
Engineered a comprehensive Salesforce application for use by all stakeholders, including IFT, financial institutions, and end customers.
Financial companies utilize the Partner Portal to validate customer profiles seeking loans.
Customers access the Customer Portal to establish profiles and initiate loan applications.
Leveraged the Omni-Channel feature in Service Cloud to intelligently route incoming cases to appropriate support agents.
Integrated Salesforce with multiple 3rd party apps to handle documentation access/approvals, transactional messages, verifications, automobile valuations etc.

Value Delivered

Developed a scalable Lending Management System to help lenders manage lending processes within Salesforce, needing interfacing with multiple banking systems.
Ensured consistency, accuracy, and availability of data to the company and the banks by API based integrations

Streamlined operations and improved overall agent efficiency for handling service cases.

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