Salesforce is one of the top cloud-based CRM software providers in the international market. Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. What is CRM? CRM stands for “customer relationship management” A…
The different products available on the Salesforce Einstein platform with their easy point-and-click tools can help to add a little bit of AI customization in order to add value to the mortgage business. A Salesforce admin or a developer within a mortgage bank can build custom AI power applications and embed them directly in the…
As the borrower expectations sore, Mortgage industry still lags behind other fin-tech industries in employing individualized marketing. Poorly integrated systems and databases, lack of data unification are some of the challenges mortgage marketers face in implementing personalized marketing automation. It is in this scenario that a Customer Data Platform can be helpful for Mortgage Marketing.…
Mortgage process still remains largely manual with multi-page documents, error-prone and inefficient methodologies which impact the customer experience. Robotic Process Automation (RPA) is the technological solution that can help automate the processes in mortgage industry end to end. Advantages of using RPA in Mortgage Industry Use cases for RPA in Mortgage Industry Challenges in implementing…
With the database of clients, prospects and leads becoming larger and more complex, Mortgage lenders understand that choosing the right CRM is essential in not falling short off the competitors in the Mortgage industry. We take a look at the list of top ten CRM solutions available in the Mortgage Industry based on the following…
Advantages of integrating Optimal Blue PPE with Encompass Through seamless integration with Optimal Blue, mortgage brokers and bankers can request a product and pricing decision from their preferred lenders and investors without ever leaving Encompass LOS. Mortgage bankers using Encompass Banker Edition and Optimal Blue can automate their lock requests and confirmations as well as…
Through automation, Mortgage Lenders leverages technology to improve operational efficiency, meet regulatory requirements while reducing error rates and costs thereby speeding up the mortgage process. Loan Origination costs per loan has risen almost three times over the past decade. But document and compliance defects continue to impede the loan process thereby increasing costs and closing…
Mortgage Industry is always looking to reduce loan life cycle time by automating manual processes and eliminating lag times for processes such as borrower on-boarding, loan origination and servicing, compliance and all processes that deal with manual workflows. Document Management using ECM tools for Mortgage Industry is the best way to standardize and organize all…
In an environment of continuous operational and regulatory change, rising origination and operational costs, Business Process Automation (BPA) applications that execute routine, rules-based tasks without human intervention can significantly improve the mortgage loan experience and bring down the costs in Mortgage Industry. Use cases of BPA in Mortgage Industry Benefits of BPA in Mortgage Industry…
Floify is a digital mortgage point-of-sale solution meant for LO teams to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. It is possible to leverage the maximum outcome from Floify in Mortgage Industry by effectively navigating through the overwhelming list of customizations and configurations.…