Salesforce powered Loan Origination System enables larger capacity for financial services firm

Client Success

Salesforce powered Loan Origination System enables larger capacity for top financial services firm

Persistent designed and implemented custom Loan Origination System, based on Salesforce’s Service Cloud, to configure business processes and lead to significant improvements in the client’s loans business.

The client’s existing Loan Origination System was not scalable or flexible and had an unmanageable code base. They needed to implement an efficient system which could accommodate increased business transactions to meet peak season’s demand

They were also looking for an efficient solution for loan disbursements with requirements such as integrations with 12 systems, configurable forms and status messages and a centralized customer repository. They wanted to enable 10 different business lines on Salesforce with 5000+ users.


Persistent implemented a Service Cloud based custom solution enhancing customer acquisition workflow for loan origination. It enabled,

  • Integrations with third party systems such as FinnOne, CIBIL, ATOS Origin, Logix, ValueFirst, SharePoint & Bank Bazaar
  • Better business processes leading to significant improvement in the Loans business
  • Cross selling of products to customers through a Centralized Contacts management system


  • Seamless case creation through web and email
  • Fine tuning external scheduler’s frequency to manage API calls within Governor limits
  • Improved code quality
Impact of the solution delivered by Persistent


Increase in loan transactions in peak season


Reduction in code deployment effort


Improvement in cycle time (UAT)

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