How to Set up Einstein lead scoring in Salesforce Sales Cloud

AI, Data Science, Jungo, Lead Generation, Mortgage Banking, Mortgage CRM, Predictive AnalyticsLeave a comment

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…

Meaningful insights from existing data

How can Mortgage banks look at their existing data to arrive at meaningful insights

Blogs, Data Analytics, Mortgage Banking, Mortgage Marketing, Predictive Analytics, Solutions, TechnologyLeave a comment

Mortgage banks have with them a large database of information secured via loan origination platforms, application forms, POS platforms and other website features like contact forms, search patterns. Mortgage Banks by employing the right technology can leverage these existing data sets to gain meaningful insights about borrower behavior, buying patterns, trends, loan product performance and…