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…
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…
In this article, we will be comparing the Ice Mortgage’s Broker Vs Banker editions. The comparison is based on their functionalities / features. Let’s go over each of functionality one by one. A mortgage broker works with a variety of different lenders to help match borrowers with the best loan for their purposes.…
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…
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…
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.…
Meeting the rising borrower expectations to serve a personalized experience is an important factor for lenders and mortgage banks in revenue retention. Borrower experience can be defined as the sum of all touch points that a borrower has with the lender during the entire loan life cycle. Salesforce Service Cloud helps mortgage banks to survey…
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…
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 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…