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Salesforce Case & Origination Management for Mortgage Fintech

Services Covered:

Salesforce Solutions • IT Consulting
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Industry
Industry

Financial Services

Duration
Duration

12 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 April 2019

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
79/100
Good

Project Capability Score (PCS) estimates how capable Algoworks is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

mapLondon, United Kingdom

Project Summary

Algoworks developed a case and origination management system from scratch for a mortgage-focused fintech startup, configuring the solution within Salesforce and integrating it with the company's website and backend data services. The delivered platform is more feature-heavy than the prior system, and the vendor was flexible in adopting the client’s tooling (Azure DevOps). The client was satisfied with resourcing continuity but noted documentation could be improved.

Key Challenges

  • Needed a case and origination management system to handle all applications.
  • Internal tech team did not have Salesforce development expertise.

Project Deliverables

  • Case and origination management system
  • Salesforce configuration
  • Frontend integration with the website
  • Backend data services integration

Project Solution

Algoworks built the platform from scratch, configuring the client’s Salesforce setup and integrating it with the website frontend and backend data services. The vendor delivered the full development engagement and coordinated with the client’s internal tech team while adopting the client’s Azure DevOps tooling for repository and backlog management. Team size varied during the engagement, with 3–4 people earlier and 2–3 later stages.

Project Outcome

  • Built the system but the client had not begun using it, so usage metrics are not yet available.
  • Platform is more feature-heavy than the previous solution.
  • Vendor adopted the client’s Azure DevOps processes and was flexible with tools.
  • Vendor provided sufficient resourcing to maintain continuity despite personnel changes.

Platforms

  • CRMCRM
  • WebWeb

Tech Stack

  • AzureAzure

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

The product Algoworks delivered works well for us and has far more features than our old one. They adapted easily to the way our internal team works. Since they're a sizable organization, they always had people available to keep the project moving.

Anonymous

Executive

Note: This endorsement is based on publicly available client feedback from external review sources.

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