Case Studies

Success stories from our partners.


Freedom Mortgage

At Freedom Mortgage, our mission is to foster homeownership across the United States. We specialize in mortgages that can help you buy or refinance a home regardless of your unique circumstances. We are particularly focused on helping our servicemen and women realize the American dream of homeownership.


Freedom had purchased and implemented Salesforce, but they were not leveraging all opportunities it had to offer


CSS Tec provided Freedom with several high-level strategic technical resources to help them build out their Salesforce org.


Currently, Freedom has five different project tracks including: Sales Cloud, Service Cloud, Marketing Cloud and Einstein Analytics. In addition, business stakeholders are seeing ROI in their investments in Salesforce. In 2019, before the Freedom & CSS Tec partnership, Freedom Mortgage had about 6,000 employees; by 2020, they had grown to 15,000+ employees with the goal of having over 20,000 employees in 2021. In addition, Freedom’s monthly new loan origination revenue has significantly increased.

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