We covered the basics of Einstein lead scoring in Einstein lead Scoring in Salesforce Sales Cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss how to Set up Einstein lead scoring in Salesforce Sales Cloud. Einstein Lead Scoring introduces a Lead Score field to leads, aiding loan officersin…
Einstein Lead Scoring is a feature within Salesforce that uses data science and machine learning to help businesses prioritize and score their leads more effectively. Here’s a breakdown of how Einstein lead Scoring in Salesforce Sales Cloud works: Overall, Einstein Lead Scoring in Salesforce Sales Cloud streamlines the lead prioritization process by leveraging machine learning…
Account engagement segmentation rules refer to the criteria used to categorize or group prospects based on their level of engagement with the company. These rules help businesses target their resources and efforts more effectively by tailoring their engagement strategies to different segments of prospects. The specific segmentation rules can vary depending on the company’s goals,…
When we want to collect information about people visiting the website or landing page, then we will use an Account Engagement form. It helps turn anonymous visitors into identified prospects. Let us see the steps to create Forms in Account Engagement. The form when viewed online will like this below; To learn more, click Capture…
In Salesforce/Jungo, a round-robin lead assignment rule can be set up to distribute leads evenly among a group of loan officers/account executives or users. This type of rule ensures that each user in the group has an equal opportunity to work on new leads. To create a round-robin lead assignment rule in Salesforce, follow these…
Lead assignment rules in Salesforce are used to assign leads to specific users or queues based on a set of criteria. It helps to automate the organization’s lead generation and support processes. Lead assignment rules work for every leads -those manually entered, created from web to lead forms and for those imported using data import…
Whenever a new Loan Officer arrives/leaves the organization, it is important to update the settings within Consumer Connect to make that changes effective within Encompass and Consumer Connect. Please find below the detailed steps for adding new Loan Officers in Consumer Connect. Logging Into Encompass Consumer Connect: To log in to the Encompass Consumer Connect…
In the modern mortgage industry, leads and opportunities can come from different sources and angles – there’s lead generation that exists online doing marketing as well as leads that come from real estate agents, referral partners and past clients. So, it is important to automate most of the lead generation for mortgage lenders and make…
In this article, we will be discussing Ring Central as it empowers today’s mobile workforce to communicate, collaborate, and connect via message, video, and phone calls. RingCentral is an excellent example of an advanced cloud-hosted phone systems, currently trusted by more than 300,000 prominent brands (including Evernote, BMW, Guess, Del Monte, Twitter, Subway, and…
In the digital mortgage space, mortgage banks are investing heavily to drive in highly qualified sales and ideal clients to gain a strategic upper hand in the brutally competitive space. With rise in origination costs and lead generation costs, mortgage banks need to optimize their digital marketing efforts and lead generation strategies to close more…