Increased collaboration using Salesforce Community Cloud

Salesforce Community Cloud helps mortgage banks and lenders to build and customize a community to connect and collaborate with borrowers, brokers and loan officers throughout the mortgage origination process. Home buying and mortgage experience can be transformed using Salesforce Community Cloud where borrower, the lender and other third-party stakeholders collaborate in a secure and private…

Borrower Relationships through Salesforce

Strengthening Borrower Relationships through Salesforce Service Cloud

Borrowers have been considering Customer Support Service as a pain point in their loan lifecycle since it is time consuming and inconvenient. Current service solutions are built for transactions and not exactly for conversations. Salesforce Service Cloud can help lenders to strengthen borrower relationships and transform the borrower experience through AI and automation. SalesForce Service…

SalesForce Financial Services Cloud

Streamlining Digital Lending using Salesforce Financial Services Cloud

Borrowers expect end to end digital engagement in real time but the different stakeholders in the loan life cycle including LOs, underwriters, marketers, appraisers etc. are operating in disconnected silos. Digitization powered by AI brought along by Salesforce Financial Services Cloud will help in smarter and faster decision making which benefits both borrowers and lenders.…

Einstein Analytics for Mortgage Industry

Mortgage Banks want to better understand the borrower’s needs, increase their revenue and generate referrals from realtor partners to remain competitive in the mortgage banking domain. Einstein Analytics for Financial Services leverage Salesforce’s complete intelligence platform powered with analytics to help mortgage industry to achieve these goals. Einstein Analytics for Financial Services is a customizable…

Salesforce Pardot

Transforming Borrower Experience using Salesforce Pardot

Mortgage banks and lenders are faced with the challenge of meeting the borrower expectation of a personalized mortgage experience while improving the LO efficiency. Marketing automation using Salesforce Pardot provide mortgage banks with effective ways to improve lead generation, grow borrower relationships and scale the business. SalesForce Pardot is software as a service (SaaS) marketing automation…

Importance of CRM Tool in Mortgage Industry

Importance of CRM Tool in Mortgage Industry

With the database of clients, prospects, referral partners and leads becoming larger and more complex, Mortgage Banks needs to implement a CRM tool to improve customer services and automate marketing efforts. Need for a CRM tool in Mortgage Industry Top Functionalities of a CRM tool Top Six CRM software for Mortgage Industry We take a…

Integration of Floify with Jungo

Integration of Floify with Jungo

Floify is a leading provider of mortgage automation software for loan originators which provides a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. The new integration with Jungo enables loan originators who are using Floify to automate their mortgage process and Jungo to manage their customer database to seamlessly…