Business Challenge
The real estate industry moves fast, and firms that can't keep pace fall behind.
Our client, a US-based financial services technology company providing brokerage, investment banking, and advisory services has extensive expertise in real estate. However, the company struggled to streamline its real estate-related business processes.
There was no single, unified communication platform connecting the various stakeholders involved, which made property evaluation time-consuming and inefficient. Property inspections added further complications, as they were managed across several disconnected applications, all outside of Salesforce.
These inefficiencies led the client to SoftServe.
Project Description
To improve operational performance, SoftServe's experts conducted an end-to-end review to identify key areas for improvement.
The team determined that the best solution was to integrate custom-configured Lightning web components with the client's Salesforce platform. This approach enabled a custom property inspection process and individualized property reports.
Automating the manual parts of these workflows gave the client room to focus on growth. SoftServe built a unified system to manage property evaluations and acquisitions, including electronic signatures for acquisition documents. The solution keeps signed items within Salesforce, removing the wait for copies signed elsewhere.
Value Delivered
Connecting these systems produced measurable improvements. Stakeholder management now takes a fraction of the time it used to.
The client's real estate team negotiates property pricing with more accurate information and clearer visibility into inspection results. Reports are customizable and include photos and descriptions of every inspected area, and they're mobile-friendly, which speeds up how quickly a deal can close.
Real estate business processes need to move at the pace of the market. By integrating custom-configured Lightning web components with Salesforce, SoftServe gave this client the infrastructure to do exactly that.
LET'S TALK about how SoftServe can streamline your real estate-related business processes and support your growth.
