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How a fintech firm uses Jotform and Salesforce to help home buyers

Discover how Uqual improved its home loan process with Jotform and Salesforce. By integrating Jotform with Salesforce, Uqual quickly streamlined data transfers, cutting down implementation time from months to weeks. This agile solution allows Uqual to launch partnerships faster and manage leads seamlessly, enhancing efficiency and providing better service for home buyers.

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The Case Study Results at a Glance

Automated tasks (per month)

3000

Launch an enterprise partnership

A week

Lead transfer time

Instant

Uqual

Industry:

Finance

Company Size:

Medium

Use Cases:

Jotform Integrations - Salesforce, Salesforce forms, Jotform prefill

About

Uqual is a comprehensive loan readiness company that helps home buyers who fall short of loan approval by preparing them for future opportunities. By leveraging cutting-edge technology and modern techniques, Uqual works closely with thousands of mortgage professionals to streamline the loan application process and improve clients' chances of securing a home loan. Their mission is to get people ready for their next loan by offering them the tools, advice, and support they need.

Challenge

The challenge for Uqual was to develop a streamlined workflow for importing data from its mortgage partners into its Salesforce CRM, which needed to be efficient and fast. With new partnerships in the works, including one with a top 15 mortgage lender, the company faced a significant time constraint. Uqual needed a system that could import data from partners quickly and with minimal setup time. Prior to using Jotform, setting up a system like this could take months, causing delays and inefficiencies in their operations.

Solution

The solution came in the form of Jotform, which enabled Uqual to create and deploy forms that integrated directly with Salesforce. With Jotform's easy-to-use Form Builder and the newly available Jotform for Salesforce app, Uqual was able to launch a complete system in just a week, significantly reducing the time it would have taken to implement a custom solution. The forms now allow mortgage professionals to send leads directly into Uqual’s Salesforce CRM, reducing the lag time between form submission and lead generation from several minutes to near real-time. This seamless workflow not only saved Uqual valuable time but also streamlined operations for its mortgage industry partners.

Results

As a result of implementing Jotform, Uqual was able to launch enterprise partnerships faster, meeting tight deadlines and ensuring a smoother process for both clients and partners. The ability to quickly modify forms and workflows based on feedback has also helped Uqual stay agile and responsive. According to Josh Crabbe, Head of Marketing at Uqual, “Being able to launch our form in a matter of a week, instead of possibly a month to two months…that’s money on the table.” The integration with Salesforce has now made data entry and lead generation even more efficient, making it easier for Uqual’s team to manage large-scale partnerships and help more people prepare for homeownership.

A Game-Changer for Time and Revenue

Being able to launch our form in a matter of a week, instead of possibly a month to two months…that’s money on the table

Josh Crabbe

Head of Marketing , Uqual