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Document Checklist is a capability offered by Salesforce to encourage customers to provide required documents, create document checklist items to help manage file uploads and approvals. We can create document checklist items for any of the following records in the Professional, Enterprise and Unlimited editions with financial cloud. It involves two steps. Enable Document Tracking…
Lightning app is a collection of items in the Lightning Experience which give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. The Lightning apps can be branded with a custom color and logo. By switching between apps, the team members of the org…
Lead nurturing campaigns can move prospects to close and ensure that your new customers stick around after they’ve made a first-time purchase. This article explains customer retention and sales enablement nurturing campaign. I. Lead Prospects to Close II. Build and Grow Customer Relationships Nurturing the Sales team Get to know more about Campaigns in Salesforce…
Lead nurturing Campaigns helps to grow relationships with prospects and customers through relevant, personalized content. They are intended to cultivate initial brand awareness and retain customers. They deliver personalized experiences throughout a buyer’s journey. Lead nurturing campaigns are replicable by means of automation tools to deliver promising results. This article presents 5 types of Lead…
The loan officers can keep track on the loans which are approaching the estimated closing date by highlighting them on the list view. It can be customized by color coding loans based on their estimated closing date. The recent ones can be coded red, later ones green and the farther ones in yellow. In this…
Validation rules verifies the data entered by a user meets a specific standard before he saves the record. To verify, it uses a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” A returned value of “True”, implies that the data entered by the user…
Encompass Developer Connect is the portal into the Encompass LOS, and provides developers with documentation and tools supporting Ellie Mae’s Application Programing Interfaces (APIs) to extend Ellie Mae’s Encompass all-in-one mortgage management solution to add new functions, to easily integrate Encompass with external systems and data, and to build and deploy custom applications in the…
In Salesforce, we can customize data through standard and custom objects. Objects are containers of data which is to be stored as records in salesforce. But they are more customizable than a database. Considering objects, there are several record types which are common to every business units employing salesforce. The data in these record types…
Encompass eClose is a recent offering from Ice Mortgage Technology which enables lenders to electronically facilitate every aspect of the eClosing workflow from ordering documents, to delivering loans to investors, all from a single solution. Lenders will gain access to the industry’s largest ecosystem of participants by leveraging one underlying data source that is delivered…
In S-Docs-The Document generation solution for Salesforce – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we discussed about S-Docs and how to design an S-Doc template. In this article we will discuss about How to generate a document using S-Docs. For eg: In cases where discount field is greater than 0, the discount field…