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 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…

Meaningful insights from existing data

How can Mortgage banks look at their existing data to arrive at meaningful insights

Mortgage banks have with them a large database of information secured via loan origination platforms, application forms, POS platforms and other website features like contact forms, search patterns. Mortgage Banks by employing the right technology can leverage these existing data sets to gain meaningful insights about borrower behavior, buying patterns, trends, loan product performance and…

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…

Metrics for Mortgage Marketing Campaigns

Metrics for Mortgage Marketing Campaigns

Borrower expectations have changed drastically in this mobile era with the borrowers becoming more curious, impatient and demanding. So it is important for Mortgage lenders to keep track off the right marketing metrics to accurately measure the ROI of mortgage marketing campaigns. Need for tracking the right metrics Mortgage lenders need to track the right…

Marketing Automation in Mortgage Industry

Marketing Automation in Mortgage Industry

Marketing Automation in Mortgage Industry is an effective and reliable way for a mortgage lender or loan officer to increase referrals from the existing network while attracting prospective clients. Marketing automation tools can automate follow-up tasks, including lead generation to post-closing, email marketing and lead nurturing. Benefits of employing Marketing Automation in Mortgage Industry Essential…