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MountainCloud partnered with LendingTree to transform referral delivery into a transparent, bank-ready loan origination channel. By integrating LendingTree referrals directly into bank CRM systems, MountainCloud enabled end-to-end visibility, reliable tracking, and scalable partner operations.
As LendingTree expanded partnerships with banks, a critical gap emerged after lead delivery. Banking partners lacked visibility into referral status once leads entered their CRM systems, making it difficult to track loan progress, measure performance, and connect referrals to funded loans.
LendingTree partnered with MountainCloud to deliver a Salesforce-native referral integration purpose-built for banks. As LendingTree’s only referral partner working directly with banking partners, MountainCloud enabled secure, seamless receipt and management of LendingTree leads within bank CRM environments.
MountainCloud configured system connectivity, product alignment, and data mapping to ensure LendingTree referrals flow accurately into Salesforce. The solution supports both managed and unmanaged deployment models, giving banks flexibility while maintaining consistency across the LendingTree platform.
With MountainCloud’s integration, banks gained:
What was once simple lead delivery is now a measurable, bank-ready loan origination channel.
This partnership transforms how LendingTree and its banking partners manage referrals. By working with MountainCloud, LendingTree delivers transparency, accountability, and performance insight—capabilities no other referral partner provides.
Ready to simplify your integrations and align your revenue systems? Let’s talk about where you are today and where you want to go.
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