Our client is a Mortgage Loan Servicing Firm dedicated to providing comprehensive mortgage loan servicing solutions. By embracing cutting-edge technology, they aimed to offer clients a more efficient and digitally-driven experience. This company’s dedication to enhancing productivity, reducing manual interventions, and ensuring compliance reflects its strong commitment to meeting the evolving needs of borrowers and loan officers in the mortgage industry.
The mortgage servicing firm faced several challenges before the integration:
Dynamic Document Generation: The firm needed a system that could create and package diverse loan application forms, credit disclosures, and various other dynamically generated forms within their custom loan origination system.
Signature Capture and Status Update: They required a mechanism to capture signature evidence and update the status of documents within their backend system to facilitate easy tracking for loan processors.
Minimizing Manual Work: Automation was sought to reduce manual interventions in the documentation process, ensuring a streamlined and error-free workflow.
We implemented the following strategies to address the challenges:
To integrate DocuSign with Salesforce, we navigated to the client’s Salesforce developer account using the quick find bar. From there, we entered “App Exchange,” proceeded to the AppExchange Marketplace, and searched for the DocuSign managed package called ‘DocuSign for Salesforce.’ We selected ‘get it now’ to install it.
Following a login and compliance with all prompts, we granted access and installed the package in the organization. Subsequently, we received an email notification confirming the successful installation of the app. Returning to the home screen, we accessed the apps launcher, typed in ‘DocuSign,’ and, after logging in and authorizing access, we re-logged into Salesforce.
We selected and permitted the integration, successfully connecting DocuSign and Salesforce. For additional functionality, such as designing envelopes, we can access the designated area and create new elements.
The successful integration of DocuSign with Salesforce yielded significant outcomes:
Paperless Environment: Creating a paperless environment enabled quick document access, faster information dissemination, reduced expenses on printing and postage, and facilitated automated backups.
Increased Productivity: By digitizing agreements and making them accessible from any location worldwide, the firm significantly enhanced productivity and efficiency.
Enhanced Client Satisfaction: The streamlined processes resulted in faster turnaround times and increased user satisfaction, benefiting the firm’s clients.
100% Digital Document Management
Increased Efficiency
Enhanced Customer Satisfaction
Salesforce Sales Cloud, DocuSign, UI
The successful integration of Salesforce and DocuSign by CloudCache Consulting transformed their document management processes, optimized efficiency, and significantly enhanced their customer service capabilities. With the help of our Salesforce Professional Resources, the integrated system met complex compliance requirements and created a more agile and user-friendly environment, resulting in increased productivity and client satisfaction. Read our clients’ reviews on Upwork.