Customer service is the biggest priority of every business and it is imperative to know which problems AI is suited to solve for the major business stakeholders. This article gives an insight on how AI powered chatbots help CRM and the applications in mortgage industry. Applications of ChatGPT in mortgage industry The AI generative tool,…
In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data. The dashboard basically contains four widgets representing four different information out…
CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…
CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…
Salesforce is one of the top cloud-based CRM software providers in the international market. Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. What is CRM? CRM stands for “customer relationship management” A…
Mortgage lenders receive multiple identity and income verification documents along with different forms from loan applicants in a variety of formats and styles. Hundreds of documents are generated for each loan application. To over come this issue and reduce the paper usage, lenders should automate their document processing. Automated Document Processing allows organizations to reduce…
Mortgage industry has started embracing API technology. The basic for a successful digital lending strategy is having the appropriate technological infrastructure. Banks and other lending institutions provide APIs to make it easier for consumers to explore their loan options. Let’s know about API and its benefits in mortgage industry. Application Programming Interface…
Traditional mortgage lending is a complicated, time-intensive, and paper-heavy process. At a time when consumers expect faster and more streamlined digital lending experiences, traditional processes may no longer cut it. In recent times, many lenders have started the process of automating the loan processing system. Loan processing system automation benefits both lenders and consumers…
Faster and better data driven lending decisions requires timely and accurate information right at the fingertips of LOs and Lenders. Critical business decisions backed by real time data driven approach always prove to be more accurate and effective in the long run. Essential features of a BI dashboards for Mortgage Industry Advantages of BI dashboards…