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.…

Slash costs by adopting Technology

How can Mortgage Banks slash costs by adopting Technology

Frequent changes in regulatory norms and compliance legislation, rising origination costs, inflated infrastructure costs are creating disruption in the mortgage industry, and the implications of that disruption are having significant financial consequences. Technology is the key in helping mortgage banks to reduce the costs without compromising the quality of service.Here are some of the ways…

Importance of Digital First Experience in Mortgage Banking

Importance of Digital First Experience in Mortgage Banking

Mortgage lenders and loan officers are struggling to meet borrower’s expectations weighed down by manual processes, siloed document management systems, increased regulatory burdens and lack of transparency and visibility within the system. Digital first experience in Mortgage Banking is the solution that can bridge the widening engagement gap between borrower’s expectations and lender’s efficiency. Need…

Social Media Marketing for Mortgage Banks

How can Mortgage Banks leverage Social Media Marketing

Social media and digital marketing had been the primarily social tool for Mortgage banks for maintaining and driving relationships with borrowers. Apart from connecting and building relationships with borrowers, social media can help Mortgage banks to truly understand the borrowers for targeted advertising, generating leads, providing customer service and enhancing user experience. Benefits of leveraging…