One client, several requirements
Connect the client relationship with different finance enquiries, products and applications without losing the wider context.
Salesforce for lending & commercial finance
Keep applications and client information together.
Connect client relationships, applications, document requests and operational casework. We help lenders and finance brokers design Salesforce around the work between teams and specialist systems.
Where Salesforce can help
Know what is missing and who is handling it.
Document chasing made visible
Use clear checklists, owners and follow-up tasks to show which information has arrived and what remains outstanding.
Submissions and approvals with ownership
Track packaging, lender submissions and internal review stages with responsibilities and exceptions visible.
Casework beyond the application
Bring servicing enquiries and collections-related tasks into a controlled operational view, alongside agreed reporting.
Application workflow
Keep the application moving between teams
- 01
Enquiry
Capture the client need and responsible adviser.
- 02
Preparation
Gather documents and identify missing information.
- 03
Review
Route the application to the authorised decision-maker.
- 04
Follow-through
Track the outcome and operational next steps.
Loan servicing, accounting and specialist lending platforms may remain the systems of record. A CRM workflow does not replace credit policy, regulated advice or authorised lending decisions.
AI assistance
Spend less time chasing documents.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Draft the missing-information checklist
An assistant could compare permitted application information with an agreed checklist and prepare a follow-up draft. A team member checks the evidence and approves any client communication. It does not make lending decisions.
Draft for human review · Access limited to permitted information
Working with Forgemoor
Design around your lending operations.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
Which part of your application journey needs attention?
Let’s explore the process, the systems around it and a practical first improvement.