Salesforce-Native Lending CRM Build (MCA/ISO) — Senior dev/agency, fixed-price

Posted 3 weeks ago

Worldwide

Needs to hire 2 Freelancers
Summary

We're an ISO (merchant cash advance / business funding) building a Salesforce-native lending CRM that takes a deal from online application - document collection - underwriting support - lender matching & submission - offer capture - funding - commission tracking - renewals. The full scope is in the attached PDF. This is a focused, well-specified build and know how this needs to be built, and reference designs will be shared privately with the selected developer. We need a team who built a lending platform on Salesforce before and will not *attempt* a project on our budget. Core Build: 1. Intelligent lender matching engine (credit-box rules across a 20+ lender network) 2. Native lender submission & offer management 3. Commission engine (rep / ISO / referral / residual splits) 4. Line of Credit management (draws, balances, per-draw commission) 5. Renewal automation (paid-in-% triggers) 6. Integrations: JotForm intake, Heron bank-statement parsing, DocuSign, Apollo, dialer/SMS (CTI) - Kixie Dialer 7. Sales Cloud (leads, pipeline, activities, multi-channel comm.) + dashboards 8. Per-deal document collection wired to existing JotForm forms To make things very crystal clear: I need to see proof of the salesforce certs from the people doing the work. Provide me the actual trailblazer profile links and not pdfs.

  • $7,000.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Platform Plugin
Salesforce CRM
Activity on this job
  • Proposals:50+
  • Last viewed by client:2 weeks ago
  • Interviewing:
    12
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since Mar 16, 2026
  • CAN
    Thornhill12:45 AM
  • 1 hire, 0 active
  • Finance & Accounting
    Individual client

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