Salesforce Chatter helps to engage in meaningful discussions about business with colleagues, experts, and customers, and conveniently archive these conversations for future reference. This article gives a brief introduction on Unlocking Collaboration: An Overview of Salesforce Chatter. Streams and Recent Groups Streams, are super feeds that you create by combining feeds from all kinds of…
Business Challenges Mortgage firms encounter several business challenges when tracking lead conversion rates. The extended timeline from initial lead generation to loan closure introduces potential bottlenecks and uncertainties, making it challenging to accurately measure conversion rates at each stage. Integration issues between different systems and data sources can also hinder the seamless flow of information,…
Business Challenges Lead scoring is a crucial aspect of the sales and marketing process, helping firms prioritize and allocate resources to leads that are more likely to convert. Here are some business challenges related to lead scoring faced by mortgage firms. The mortgage application and approval process can be lengthy and complex. Lead scoring models…
Business Challenges In Salesforce list view and reports, one can view records Owned by the logged in user Created by any user by typing in the name of that user in the filter section. It may be challenging for mortgage firms to gather and consolidate data on all loans created by a viewing user. Users…
Business Challenges Our mortgage clients mostly face difficulties in Monitoring Loan Officer Workload. It is difficult for them in assessing whether loans are evenly distributed among loan officers. They were in need of a solution to tackle the lack of visibility into the active involvement of loan officers in the loan handling process. By identifying…
A forecast quota represents the monthly or quarterly sales target allocated to an individual sales team member or a specific territory. The manager’s quota is the cumulative goal for both the manager and the team to achieve collaboratively. Users and managers manually consolidate quota data through a process known as quota rollup, where either revenue…
The Encompass Compliance Service (ECS) enables lenders to perform a loan check (i.e., order a compliance report) at any point during the loan process. During a loan check, loans are reviewed for compliance issues based on Truth in Lending (TIL), HOEPA, State and Local High Cost, State Consumer Credit, and other industry regulations and mandates.…
Collaborative Forecasts in Salesforce enable effective sales management by projecting and planning sales cycles from pipeline to closed deals. This article describes Optimizing Sales through Collaborative Forecasts in Salesforce. How to implement Collaborative Forecasts Beginning in Winter ’24, Collaborative Forecasts are automatically enabled with default settings. For organizations created before Winter ’24, manual activation of…
Encompass Input Form Builder provides developers with a comprehensive suite of customizable event handlers, delivering tighter control over form behavior. This blog will explain the functionality of various custom event handlers, showcasing how they facilitate tailored user experiences and refined data management processes. What Are Custom Event Handlers? Custom event handlers allow you to execute…
Business Challenges A prominent challenge facing by our mortgage firms involves the intricate task of categorizing loan data according to varying loan amounts, subsequently grouping them based on distinct loan types and purposes for diverse loan owners. The huge volume and diversity of loan data make this classification process complex, making the reporting and analysis…
