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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…
Paths in Salesforce provide loan officers with a visual guide outlining the essential stages to follow when navigating through a sales process. These customized paths can encompass critical fields that must be filled out by reps before progressing to the subsequent stage in the sales journey. This article explains how to Optimize business Processes with…
Einstein Activity Capture enhances productivity by seamlessly synchronizing data between Salesforce and your email and calendar applications, ensuring that information stays current and accurate. This article explains how to set up Einstein Activity Capture in Salesforce. 2. Basic Settings 3. Creating a configuration that controls what to capture and sync. 4. Sync Settings 5. User…
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,…
We have discussed two ways to share records between internal and external users and between two partner accounts in the partner portal. In this article let us see how to share data between partner accounts in the Realtor portal using Account Relationship. Account relationships are great when you need to set up a business relationship…
Sharing rules grant additional access to records on an object-by-object basis, regardless of where users fall on the role hierarchy. Sharing rules work the same way for external users as they do for internal users. In this article, let us see how to use them for sharing records with Partner users of Realtor Portal in…
In our previous articles on Building Realtor Partner Portal for mortgage firms in Salesforce, we have so far discussed the creation of a realtor partner portal site, conversion of Salesforce accounts to partner accounts and contacts to partner users. We made a halt after setting up an external sharing model by which the loan visibility to…
Mortgage firms often want to share CRM data with their realtor partners with limited access. Salesforce offers Experience cloud sites to attain this goal. A partner portal allows partner users to log in to Salesforce through a separate website than the non-partner users. Partner users can only see the data that you have made available…
Encompass Product and Pricing Service is a robust pricing engine integrated into the Encompass Digital Mortgage Solution. EPPS offers the ability to innovate and automate a critical part of the origination process as part of a single system of record and true digital mortgage workflow. Using this service, lenders can get rate sheets faster, keep…
One of the key steps in the mortgage process is title and closing, which involves verifying the property title, conducting necessary searches, and preparing the closing documents. Using Ellie Mae’s Title & Closing Center, Encompass users can perform three of these common tasks without having to leave the secure Encompass environment: Order and receive title…