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Real Estate • Mortgage • Lending Ops

Borrower Portal + Salesforce Integration for Mortgage Workflows

Theecode delivered a secure borrower portal with real-time status, eligibility checks, and document intake — integrated directly with Salesforce to streamline underwriting and approvals.

Borrower Onboarding
Docs & Conditions
Eligibility & Pricing
Salesforce Integration
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Borrower Portal Overview
Borrower View
Loan Type
DSCR 30-yr
Status
Docs Pending
• Upload bank statements & W‑2
• E‑sign disclosures
• Track conditions & next steps
UPLOAD DOCS
VIEW CHECKLIST
Ops Console (Salesforce)
Borrower
Acme Rentals LLC
Pipeline Stage
Underwriting
Conditions
3 Open
Turnaround
24–48 hrs
Notes
  • Appraisal ordered; awaiting report
  • Borrower uploaded statements
  • Rate lock pending income verification
Salesforce
KYC/AML
Pricing
Theecode Contribution
Portal UX, document intake, eligibility checks, and Salesforce integration to align borrower & ops.
Challenge

Unify borrower, underwriting, and Salesforce into one real-time flow

CoreVest needed a modern borrower experience that didn’t fork from operations. Documents, pricing checks, and conditions had to sync into Salesforce and return decisions without manual juggling.
  • Clean onboarding & document capture with guided checklists.
  • AI/ML to detect technique drift and joint stress load.
  • Eligibility, DSCR, and pricing logic surfaced to the borrower.
  • Bi‑directional sync with Salesforce for stages, tasks, and notes.

Before Theecode

• Email-driven docs & manual status updates
• Disconnected borrower experience
• Ops rekeying data into Salesforce

After Theecode

• Single operational view
• Live status & conditions
• Salesforce as the source of truth — without rekeying
What We Delivered

A production-grade borrower portal synced to Salesforce

Borrower Onboarding
Step-by-step intake with KYC, property data, and entity details.
KYC
Entity
Property
Docs & Conditions
Secure uploads, e‑sign, and automated checklists reduce back‑and‑forth.
Upload
E‑sign
Checklist
Eligibility & Pricing
DSCR & pricing surfaced to borrowers with clear next steps.
DSCR
Rates
Pre‑Check
Salesforce Integration
Stages, tasks, and notes sync bi‑directionally without rekeying.
Pipelines
Tasks
Notes
Platform Snapshot

How the borrower portal connects to ops

Ticketech platform architecture diagram: iOS POS, scanner / printer SDK, microservices (Identity, Payments, Analytics, Bulk Close, Revenue & Ticket Dashboard), and Unified Back Office.
Portal intake flows into an API layer that validates DSCR & pricing, then syncs to Salesforce. Ops teams work in Salesforce while borrowers stay in the portal — both seeing the same truth.
  • Front‑end portal (Next/React) with secure auth & roles.
  • Node/Nest services for eligibility, DSCR, pricing, and document intake.
  • Salesforce connector for stages, tasks, notes, and files.
Screens & Flows (Illustrative)

Intake. Check. Sync. Close.

Borrowers progress through guided tasks while ops uses Salesforce without losing context.
Borrower Intake
Entity, property, and KYC with progress tracker and checklist.
Ticketech iOS POS session mock: open ticket, tip, close, print receipt
Eligibility & Pricing
DSCR + pricing pre‑check with clear next steps for borrowers.
Unified back office dashboard mock: revenue book, per-location revenue, tickets and touchpoints
Salesforce Sync
Stages, tasks, and notes are always aligned between teams.
Fraud & Bulk Close dashboard mock: risk alerts, stale overrides, bulk close status
Impact

Fewer emails, faster decisions, less rework

Borrowers get clarity. Ops works in Salesforce. Everyone sees the same status and checklists. Turnaround tightens without adding headcount.
-40%
Email back‑and‑forth on docs
24–48h
Typical stage updates surfaced
1 Portal
Single source for borrower + ops
Bi‑dir
Salesforce sync (stages, tasks, notes)
Tech Stack & Approach

Practical integrations, clean UX, measurable ops wins

We prioritize the path of least resistance: keep ops in Salesforce, give borrowers a modern portal, and connect them with APIs — not spreadsheets.
  • Next.js/React portal with role‑based access
  • Node/Nest services for eligibility, DSCR/pricing, document intake
  • Salesforce REST/Platform Events for sync
  • Audit logs and secure file storage
Sample Ops Snapshot
illustrative only
Open Loans
312
+5 today
Conditions
87
need attention
Docs Uploaded
1,204
this week
Turnaround
36h
median
  • Eligibility
  • Docs
  • Salesforce
Build your lending stack with Theecode
Start with a Dev+AI pod. Go live in days, not months.
  • LOS/LMS patterns for real‑estate lenders
  • Underwriting automations with explainability
  • Predictable pricing • From $5k/month
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