Lending and mortgage · Kugamon CPQ
SunnyHill Financial
- Reduced Manual Tasks
- Faster Deal Cycles
- Improved Accuracy
- Competitive Pricing
Lending CRM
Salesforce and CPQ for Lending & Mortgage Firms
Quote faster with consistent pricing, see every loan in the pipeline and take repetitive steps off your loan officers’ desks. SunnyHill Financial runs CRM-integrated CPQ with Brazen Group.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Lenders Choose Salesforce with Brazen Group
Pricing that’s always right
Rates and rules set once in CPQ, applied the same way on every quote.
Faster deal cycles
SunnyHill Financial reports fewer manual tasks and faster deals.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Configure, price, quote (CPQ)
Turn loan products and pricing rules into accurate quotes in a few clicks, inside the CRM.
Read the SunnyHill Financial case studyCapabilities
- Product configuration and pricing rules with Kugamon CPQ
- Quotes generated as branded documents
- Approval steps for rates outside policy
- Quote history on every opportunity
Controls
- Pricing changes made in one place
- Discounts beyond policy need approval
Pipeline from application to close
Know where every loan stands and what it’s waiting on.
Talk to us about your pipelineCapabilities
- Leads and referrals captured from every channel
- Loan stages with tasks, documents and deadlines
- Automated reminders for documents and follow-ups
- Dashboards on pipeline, conversion and time to close
Controls
- Required documents collected before a stage moves on
- A history of every status change
Borrowers and partners
Keep borrowers, brokers and referral partners in one place, with the history of every conversation.
See Salesforce for financial servicesCapabilities
- Borrower and co-borrower records with related loans
- Broker and referral partner tracking
- Email and call history on each record
- Portals for partners to submit and follow deals
Controls
- Access by role and team
- Duplicate checks on new borrowers
AI and innovation for lenders
Give loan officers more time with borrowers.
See the Claudeforce AssessmentCapabilities
- Claude summarizes application files and drafts borrower updates for loan officers to review
- Ask for pipeline, conversion or quote volumes in plain language
- Agentforce agents that answer routine borrower questions and book follow-ups
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Lenders Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Kugamon CPQ
- Experience Cloud
- Flow
- Reports and Dashboards
- Agentforce
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Kugamon
CPQ inside Salesforce, as used for SunnyHill Financial.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Clients we work with
Salesforce
Related Industries
See Salesforce Working for Your Team
Tell us how loans are quoted and managed today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Lenders FAQ
What did Brazen Group deliver for SunnyHill Financial?
A CRM-integrated CPQ solution using Kugamon that automated configuration and quoting, improved pricing accuracy and enabled dynamic pricing. The case study reports fewer manual tasks and faster deal cycles.
What is CPQ?
Configure, price, quote: software that turns product options and pricing rules into accurate quotes in a few clicks, instead of spreadsheets.
Can CPQ keep up with rate changes?
Yes. Pricing rules live in one place, so a rate change applies to every new quote without editing spreadsheets.
Where does AI fit for lenders?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many lenders start with one team or program and expand in phases.
