How to Set up Einstein lead scoring in Salesforce Sales Cloud

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 in Salesforce Sales Cloud

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…

Segmentation Rules and Lists in Account Engagement

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,…

Lead Assignment rules in Salesforce

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…

Adding new Loan Officers in Consumer Connect

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…

Lead Generation for the new generation of mortgage lenders

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…

Encompass 360 Loan Custom Field

Best Lead Routing Software – RingCentral

  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…