Selected work / PACE loan administration

Give every lender handoff a clear next step.

A PACE loan administrator needed a controlled way for external lenders to see assigned projects, find requirements, submit documents, respond to review, and complete the final application at the right time.

  • External collaboration
  • Salesforce Experience Cloud
  • Sandbox-validated
See Halo’s role ↓Try the independent LenderOps demo ↗Watch narrated demo walkthroughs ↗

Related independent demo · Fictional recordsLenderOps illustrates related document handoffs; it is not the confidential client portal, a client screen, or evidence of a live lender deployment.

At a glance

A governed lender journey

Validated in a sandbox; this page does not claim a live lender pilot.

Assigned project → current requirements → document review → gated next step.

A closer look at the operating path

One project. A visible next step.

This recreated workspace illustrates the access, requirements, submission, and review boundaries Halo designed and validated.

Illustrative composition with fictional project details—not a client screenshot or a live lender account.

Lender workspaceAssigned project only
PROJECT · EXAMPLE AApplication readiness

Current requirement and review state stay attached to the assigned project.

  1. 01Review requirementsCurrent
  2. 02Submit documentsRevision tracked
  3. 03Respond to reviewOwner visible
  4. 04Final applicationGated

The operating problem

What made the work difficult?

Email and shared files alone could not make project assignment, current requirements, review feedback, and application readiness clear to every participant.

  • Lenders needed a single project-specific view.

  • Documents and revisions needed to remain connected to the project.

  • External access and final-application readiness had to be constrained.

What Halo did

Govern each lender handoff.

Halo designed and implemented a Salesforce Experience Cloud journey for assigned projects, reference documents, a checklist, submissions and revisions, review feedback, project conversation, and a gated final application.

  • Map lender, reviewer, document, and decision handoffs.
  • Connect submission and revision history to the project.
  • Validate assignment isolation, private-file handling, review transitions, and prerequisite checks in a sandbox.

Supported outcome

A sandbox-validated lender journey.

A sandbox-validated collaboration workflow. Production publication, an external-lender pilot, and quantified operating gains were not established by the available evidence.

Start with the workflow

What work needs a clearer path?

Bring Halo the participants, friction, decisions, and desired outcome. We can help shape the process and the system together.