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Success Story
Driving IFT Solutions’ Auto Lending & Auctioning business with Salesforce
Swift Loan

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. Their expertise and attention to detail made a huge difference, and we’re excited about how this has streamlined our operations and enhanced our services.”

Dave Kilby
Director of Operations-IFT Solutions

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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