Loan File Assembly for Commercial Mortgage Brokers with Salesforce
The Problem
A Commercial Real Estate Finance loan file needs income docs, asset statements, credit, appraisal, and 20 disclosures — and half of them come in wrong the first time.
What We Build in Salesforce
AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
Salesforce Integration Approach
Audit your Salesforce configuration
We map the specific Salesforce objects, custom fields, and workflows the automation needs to touch for your commercial real estate finance practice.
Build on the Salesforce API or agent
Integration happens inside Salesforce — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Salesforce with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Salesforce instance
30-minute call. We'll look at your actual Salesforce setup and show exactly how this workflow fits.