Dan, from Dan the Man Mortgages, has grown a successful mortgage company over the past 12 years, and as he has continued to grow, he found that his technology needed an upgrade. Dan came to us with a 2-week deadline to migrate away from Jungo and get up and running on Salesforce for Mortgage.
I knew our P3 team was up to the task! We put together a project plan that successfully migrated him off Jungo to an upgraded, more comprehensive Salesforce solution. This also allowed for our team to work into the 3rd week refining deep analytics for Dan and his team.
Dan is now free to realize all the benefits of the full Salesforce platform and how he and his team can excel moving forward. In the mortgage business, providing quality, customer focussed solutions is the priority and now Dan and his team can do this more efficiently than ever before.