The Scenario SharinPix solves Monty’s challenges by helping him to: In this example, let’s imagine how a loan servicing agent can use SharinPix to help customers breeze through the loan approval process. Prevent missing documentation. By providing customers with a simple form, Monty is able to collect the documents he needs faster. Save time reviewing documents. Monty Mortgage With the PDF App by SharinPix, Monty can check documents for accuracy, make comments, reorganize, Loan Servicing Agent and package them into a zip file to share with the next party, all right in Salesforce. Avoid unreadable information. Monty uses Salesforce to manage With SharinPix, Monty can work with any PDF or image loan applications. He wants to get file format or size, without fear of traditional limitations. customers through the process as No upload errors, no blank screens due to unknown formats quickly as possible, which can be His Goals: His Challenges: — SharinPix simplifies both the upload and reading of difficult when dealing with lots of • Provide a smooth • It’s time-consuming to customer-provided information. documents in different formats. customer experience collect customer documents • Gather, validate, and send • Customers often upload file required documents in formats that are difficult to a timely manner work with like HEICs or very • Improve workflows for large TIFFs all departments involved • Opening and reviewing in the process documents outside Salesforce adds unnecessary Learn more about SharinPix and complex steps