SCHEDULE TRIGGERED FLOW TO SEND NOTIFICATION PART 2

This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can…

Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

Mortgage specific chatter groups in Salesforce

We have covered the overview of Salesforce Chatter and the basics of chatter groups in our previous articles. In this article, let us see certain examples of Mortgage specific chatter groups in Salesforce and how to create a group. Groups useful for a mortgage firm Types of Chatter group How to create a Chatter group…

Chatter Administration in Salesforce Lightning

We have covered the overview of Salesforce Chatter in Unlocking Collaboration: An Overview of Salesforce Chatter – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss about Chatter Administration in Salesforce Lightning. Chatter Email Settings Chatter Settings Chatter groups Groups serve as the primary collaboration hubs within Chatter, providing a…

Unlocking Collaboration: An Overview of Salesforce Chatter

Salesforce Chatter helps to engage in meaningful discussions about business with colleagues, experts, and customers, and conveniently archive these conversations for future reference. This article gives a brief introduction on Unlocking Collaboration: An Overview of Salesforce Chatter. Streams and Recent Groups Streams, are super feeds that you create by combining feeds from all kinds of…

Overview of Salesforce CMS

CMS stands for Content Management System. Salesforce CMS is a hybrid CMS that helps you easily create and deliver content to any channel or device. Salesforce CMS workspaces can be used to create and manage your content to be published in Experience cloud sites. Workspaces also help limit access to the content. We can add…

Improving Borrower Service

Improving Borrower Service using Salesforce Service Cloud

Mortgage lenders are trying to offer a seamless and pleasant experience for the borrowers who come to their digital platform looking for mortgage products and loan options. Salesforce can help lenders for improving the borrower digital service using Salesforce Service Cloud by unlocking third party data to achieve single view of the borrower. SalesForce Service…

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…

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.…