Building Borrower portal for mortgage firms in Salesforce-III

Experience cloud site, Jungo, Mortgage Banking, Mortgage CRM, SalesforceLeave a comment

This article is the third and final part of Building Borrower portal for mortgage firms in Salesforce. You can read the first two parts here Building Customer Account portal for Borrowers in a mortgage firm-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), BUILDING CUSTOMER ACCOUNT PORTAL FOR BORROWERS IN A MORTGAGE FIRM-II –…

Building Customer Account portal for Borrowers in a mortgage firm-I

Experience cloud site, Jungo, Mortgage Banking, Mortgage CRM, Mortgage Marketing, SalesforceLeave a comment

 With Customer account portal, borrowers can quickly search knowledge articles and update personal information such as addresses and phone numbers. Borrowers can check the status of their loans and find related information. This article explains the steps in Building Customer Account portal for Borrowers in a mortgage firm using Salesforce.  To set up a portal,…