EspoCRM transformation - Customer summary

[crmclients]

Sometimes we are all configuration and code and less advertisement of how EspoCRM is benefiting the client.
My Claude AI inspired January summary from my daily status reports. Hope it helps with your client communications, feel free to copy what fits

Goal Met	Centralizing lead data Reducing sources of qualification calculations and history Centralizing loan processing operations Centralizing prospect follow up data Intake sheet now electronic Time-stamp ability for all notes Compliance features: Date of Birth calculation Deal features: Near 6-month Birthday calculation API flexibility to accept future Lead Generation sources Little to no development Nice position for upcoming business expansion Instant tracking tools for Lead generation performance Loan Officer performance Loan/Prospect performance
New Processes	Lead to Opportunity Conversion which will automatically update Pipeline reports Eliminate need to send to external application for ball park stats PLF LTV automated lookup for 6.25 and years 45-99 Introducing consistent calculations Automated lead capture from multiple sources Website submission creates Leads in EspoCRM Form submissions creates Leads in EspoCRM
Savings	When ready, eliminate external application costs Faster loan qualification decisions Time spent tracking down notes, package results, consultation status, prospect response, etc. Duplicate lead purchases and data submitted will be recorded, important as more sources are added Easier training on more modern system new employees will be more familiar with such as EspoCRM
Lead Data Management	Completed migration from Google Sheets to NAS for lookup solution Imported external application records for a successful import test
Module Structure & Panels	Created panel structure: Overview Property Current Loan Info Income/Assets Debt Loan Estimate Processing
Formulas & Calculations	Debt Ratio, Total Debt, Monthly Debt, Monthly Expenses, Total Income, MIP calculation, Total Monthly Outgo, Total Mortgage Balances, Total Debt Balance, Total House Expenses, LOC 1st/2nd Year, Total Mandatory Obligations, Cash Requested, Max Available at Closing, Available Principal Limit, PITI formula, Insurance & Taxes checkbox, PLF LTV lookup table
API Integrations & Lead Sources	Integrated Google Sheet creating Lead records automatically 8x8: Successful API test for call data
Security & Permissions	Read-Only, Hidden Estimated Revenue from Sales & Processing groups, Updated HTML retrieval code for security (internet-exposed page shows only First Name)
Infrastructure & Collaboration	Stakeholder Collaboration Lead generation vendors, external IT vendor, staff, application vendors

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