They were facing 2 issues:
- All the leads which they were receiving from the property expos were stored in Salesforce, but they were not able to track the real-time update on a lead from different team members. They wanted to keep the complete team informed about the real-time status of the leads and share the same information throughout the team. It was very difficult to share the information and input separately with each team member.
- Document required for the loans and other approval documents that were used for approval from loan officers, HUD, etc were difficult to manage and every time any of the documents were needed for sharing between the other departments, customers, and making changes in the documents. loan officers had to move back and forth between SF and various different platforms.
We implemented the following solution to overcome the above challenges for our client
- QUIP Setup: We set up the QUIP within the Salesforce org based on the details provided by QUIP such as the QUIP subdomain. We configured it by setting up the permissions to provide the team access to it.