Challenge
Years of lender offer and decline emails sat outside Salesforce, blocking partner performance analysis and opportunity scoring.
Approach
We built a pipeline that extracted roughly twenty-nine thousand offer and decline emails into structured CRM records for tracking, analytics, and scoring.
Solution
With the emails parsed and bulk-loaded into lender relationship objects, lender relationship history and performance inputs became queryable in-system instead of buried in inboxes, giving the firm a foundation for partner performance analysis and opportunity scoring.