The Challenge

Our client wanted to make it easy for outside vendors to use their own websites or apps to access the client’s loan services. They created a way for vendors to connect their websites with the client’s loan database through a set of instructions.

The client also created user accounts for their salespeople within their system. These salespeople can now submit loan applications and documents for borrowers.

To improve collaboration, the client connected their system with third-party installer service companies.

The Solution

Designed the data structure so that the internal users could identify if the loan application was submitted via an external vendor’s portal or their portal.

Developed custom REST APIs dynamically, ensuring that the APIs would be the same for all external vendors, irrespective of the technology they used for their frontend.

Authenticated each and every REST API with one token that is specific to the external vendor, allowing the client to create the records under that vendor account.

Built a portal for all the developed REST APIs, making it easy for developers to refer to it as an API document.

Made DocuSign work with guest user, without any extra cost of DocuSign license, used for their installer portal.

Implemented pre-request checks in REST APIs, such as checking if data, such as phone number, email, is accurate before creating any record in Salesforce.

Logged all inbound and outbound changes in Salesforce so that their internal users could track loan details.

The integration implemented was Salesforce -> 3rd party (One Installer Service Company).

The Result

Now, vendors can access loan application details from their own portals and easily submit them to the client. The client securely stores these details in their system and evaluates the borrower’s credit score to determine if the loan can be approved.

To make the process smoother, the client created special accounts for their salespeople within their system. These salespeople can now effortlessly submit loan applications and the necessary documents on behalf of the borrowers.

To foster better collaboration, the client established a connection between their system and third-party installer service companies. This integration enables seamless sharing of information and improves coordination between the client and the installer service companies.

As a result of these changes, the client has made it easier for vendors to work with them, simplified the loan application process, and enhanced their overall efficiency in serving customers.