PROBLEM
CLS Money is a fast‑growing FCA‑regulated mortgage broker, established to simplify the mortgage application process and provide specialist advice to its customers. As demand increased and the business scaled, CLS Money needed to simplify, automate and streamline day‑to‑day operations to better serve clients and manage growth.
Key challenges included:
- Time‑consuming manual sales and opportunity management processes
- Limited visibility and effectiveness in customer retention and renewals
- Complex Fact Find information that was difficult to manage and share outside systems
- Manual lender sourcing and data entry, increasing workload and risk of error
- Difficulty managing complex products such as mortgage payment protection insurance (MPPI) within a single workflow
CLS Money needed a centralised platform that could automate routine tasks, improve data accuracy and provide a 360‑degree view of customers, leads and opportunities.
SOLUTION
CLS Money partnered with Cooper Parry Digital to implement a bespoke Salesforce Sales Cloud and Service Cloud solution, tailored to the specific needs of mortgage advisers and administrators.
The solution delivered included:
- Migration of sales and opportunity management into Salesforce with automated workflows
- API integrations with Twenty7tec SOURCE to enable one‑click mortgage product sourcing and reduce manual effort
- A streamlined Fact Find process with custom document generation, enabling advisers to generate, download and share PDFs directly from Salesforce
- Address Finder and autocomplete APIs to improve data accuracy and speed of onboarding
- Custom record types and components to manage complex products such as MPPI in one place
- Automated customer retention and renewal processes, triggering follow‑ups based on product type and renewal dates
The solution was designed to be intuitive, scalable and embedded into daily workflows, ensuring strong user adoption.
VALUE ADDED
- Significant reduction in manual data entry and administration
- Faster, more accurate mortgage sourcing and onboarding
- Improved management of complex products and customer Fact Find data
- Automated lead retention supporting stronger customer renewals
- Full 360‑degree visibility of customers, prospects and opportunities
- Improved adviser productivity and decision‑making
- A scalable Salesforce platform that grows with the business
As a result, CLS Money now operates with streamlined, automated processes that enhance efficiency, improve customer experience and support continued growth.
