Jungo built off the Salesforce CRM platform has evolved from a basic CRM platform to meet the comprehensive needs of the Mortgage Industry. A mortgage lender or loan officer can utilize the numerous integrations available in order to tap the full potential of Jungo to fit into their business model. Here is the list of…
Mortgage banks and lenders are underutilized the data that is available in their silos from alternate data sources like CRM data, uploaded documents, transactional and conversational logs and social media data. Moreover mortgage industry has many processes which are repetitive, predictive and stable involving homogeneous data. ML and AI can be leveraged in mortgage industry…
In the digital mortgage space, mortgage banks are investing heavily to drive in highly qualified sales and ideal clients to gain a strategic upper hand in the brutally competitive space. With rise in origination costs and lead generation costs, mortgage banks need to optimize their digital marketing efforts and lead generation strategies to close more…
Borrowers expect personalized and consistent engagement at every touch point and an intelligent CMS system can help mortgage banks to meet these expectations. Salesforce CMS can help mortgage banks to build digital experiences that are connected to customer data and powered by AI making these experiences as engaging as possible. Salesforce CMS is a hybrid…
Salesforce Community Cloud helps mortgage banks and lenders to build and customize a community to connect and collaborate with borrowers, brokers and loan officers throughout the mortgage origination process. Home buying and mortgage experience can be transformed using Salesforce Community Cloud where borrower, the lender and other third-party stakeholders collaborate in a secure and private…
It is important for mortgage banks to harness the data that is already residing within their silos to become more insight driven. This data harnessing becomes more effective if a data driven cloud strategy leveraging the is implemented for mortgage banks. Mortgage banks can apply advanced analytics to the large amount of structured and unstructured…
As the borrower expectations sore, Mortgage industry still lags behind other fin-tech industries in employing individualized marketing. Poorly integrated systems and databases, lack of data unification are some of the challenges mortgage marketers face in implementing personalized marketing automation. It is in this scenario that a Customer Data Platform can be helpful for Mortgage Marketing.…
Borrowers have been considering Customer Support Service as a pain point in their loan lifecycle since it is time consuming and inconvenient. Current service solutions are built for transactions and not exactly for conversations. Salesforce Service Cloud can help lenders to strengthen borrower relationships and transform the borrower experience through AI and automation. SalesForce Service…
API strategy needs to become a priority for Mortgage banks and lenders in order to be sustainable and to become part of the digital mortgage revolution. A typical lender’s technology stack consists of different technologies/vendors and it is important to orchestrate and enhance these applications programmatically through APIs as well as create their own custom-tailored…
Borrowers expect end to end digital engagement in real time but the different stakeholders in the loan life cycle including LOs, underwriters, marketers, appraisers etc. are operating in disconnected silos. Digitization powered by AI brought along by Salesforce Financial Services Cloud will help in smarter and faster decision making which benefits both borrowers and lenders.…