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Västra's Checklist is Fully Customizable within Your Salesforce Org!
With so many lending partners using portals these days, your partners are finding it difficult to manage their applications. After speaking with many brokers in our industry, the feedback was clear. They want instant notifications on what is required to get their deals funded, deal by deal, and an easy way to communicate back and forth without the need to authenticate and navigating another portal that they are forced to learn
Västra's Checklist will automatically generate a NEW URL without impacting the connection between each specific checklist for every deal and the communication between you and your partners.
Again, all completely customizable per your specifications!
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