Automating Broker Credit Workflows in Salesforce & Azure

The client needed to automate manual broker credit checks and deal submissions to eliminate slow approval cycles, bottlenecks, and inconsistent data. The goal was to build a secure, scalable solution integrated with enterprise platforms.

Challenge

• Broker credit checks and deal submissions were handled manually
• Bottlenecks in the approval process delayed deal closings
• Manual entry led to errors and data quality issues
• No integration between credit check tools and enterprise platforms

Solution

• End-to-end automated credit check processing replacing manual workflows
• Secure identity and access management via Azure AD B2C
• Real-time status tracking and centralized monitoring dashboard
• Enterprise API integrations connecting Salesforce and internal systems

Architecture

Outcome

• 70% credit check processing time reduction through automation
• 50% manual data entry elimination with integrated workflows
• 99% deal data accuracy across all submissions
• Platform replaced manual broker credit check processes entirely

Tech Stack

• Backend: C#, Azure Functions
• Protocols: Salesforce API, Azure AD B2C