Increased collaboration using Salesforce Community Cloud

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…

Customer Data Platform for Mortgage Marketing

Identifying the right Customer Data Platform for Mortgage Marketing

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.…

Borrower Relationships through Salesforce

Strengthening Borrower Relationships through Salesforce Service Cloud

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 architecture for Mortgage Marketing

Managing Mortgage Marketing Technology through API Architecture

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…

SalesForce Financial Services Cloud

Streamlining Digital Lending using Salesforce Financial Services Cloud

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.…