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Top B2B mortgage lender
Partner Onboarding: 30 Days to 1 for a Top B2B Mortgage Lender
HelloMavens helped a top B2B mortgage lender cut broker partner onboarding from 30 days to one and automate 99% of partner renewals in Salesforce.
Partner onboarding: 30 days to 1
99% of partner renewals automated
One shared pipeline for sales and marketing
The Challenge
Onboarding a new broker partner took 30 days of manual work, and sales and marketing lacked a shared view of pipeline and performance metrics.
What We Did
Automated partner onboarding and renewals in Salesforce, and designed interactive dashboards that visualize pipeline health, campaign engagement, and sales performance in real time.
How We Did It
Automated the partner onboarding workflow in Salesforce, from application to approval
Automated partner renewals end to end:
Salesforce sends each partner's renewal notice automatically
Automation reads each partner's response and records it on the renewal form
As soon as a partner submits the form, sales ops and the partner's salesperson can see it in Salesforce, so the salesperson confirms the renewal on their next sales call
Exceptions and cancellations go straight to the right team to handle
Built shared Salesforce dashboards for the partner pipeline
Results
Partner onboarding dropped from 30 days to 1 and 99% of renewals are automated. Teams now share a common lens into funnel activity, empowering leaders to align strategy, optimize spend, and make informed decisions grounded in reliable data.
Related
LoanMaven, the mortgage CRM built by HelloMavens
Salesforce implementation
Revenue at Risk: How Broken Sales Processes Raise CAC
25% Higher Opportunity Conversion
$100,000 Saved on a Salesforce Renewal
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At a glance
Client
Top B2B mortgage lender
Sector
Mortgage lending (wholesale / third-party origination)
Location
United States
Since
2025
