Documents and Spreadsheets in Salesforce Using Quip

Documents and Spreadsheets
in Salesforce Using Quip

Introduction

Industry

Mortgage

Products

Quip

Capabilities

Build and Implement

Our client was based in the USA and he owns a mortgage lending business for properties. They had a huge client base, where they received leads from various companies, agents and they were also getting leads from property expos. They use to manage all the loan and mortgage-related details within salesforce

Project Challenges

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.

Project Solutions

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.

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