Transformation experts obsessed with providing solutions that optimize client experiences

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Professional Services

We align with your business needs to ensure swift and effective deployment. Surge your business forward and work with industry leading lending experts, consultative design team and our technical gurus today.

  • Detailed Consultation

    Utilize the knowledge and experience of our transformation experts to bring strategy to life with integrated mindsets, methodologies and tools. We invest our time to understand your business, specifically, and outline a custom solution.

  • Custom Solutions

    We build the right solution that caters to the specific needs of your lending model to deliver maximum efficiency. With a cloud based infrastructure we offer intuitive based solutions to build tailored features and functionality.


As Salesforce System’s Integration experts we work hand in hand with our clients from initial deployment throughout the relationship. Working closely together, we strategize and implement a specific workflow solution that is tailored to your business.

  • Kickoff and Discovery
  • Agile Development and Delivery
  • Product Rollout
  • Continued Support

Personalized Training and Support

We deliver solutions that help make your work easy and are here to support you. As a Surge partner, you will have a dedicated team to ensure the integration process is a success at each and every step of the way. Utilizing many forms of training, we can customize your experience through onsite hands on learning, recorded classes, one-on-one instruction and with access to our user guides and resource center.

  • Online Training

    Spend time with our experts as they host live, interactive, webinars and training sessions that are designed for each role within your company.

  • User Guides

    We provide documentation in a simple, step-by-step, process for your team to have as a reference. These are accessible at any time and extremely easy to update as a process evolves.

  • Recorded Classes

    We will equip your team with the relevant skills they need, while in their own work environment, utilizing various media forms.

Build Your Digital Lending Solution

Transform your lending process to provide faster funding in fewer steps.

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