RPA transform Mortgage Industry

How can RPA transform Mortgage Industry

Mortgage lenders are faced with the challenge of meeting rising borrower demands while maintaining tight compliance and process controls. Robotic Process Automation (RPA) is the technological solution that can help automate repetitive tasks, access unstructured data, and tap into data sources across legacy systems to meet borrower needs and compliance requirements. Here we will take…

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…