Effectively use Consumer Connect

How to effectively use a Consumer Connect website – Part 1

Consumer Connect has streamlined the application process to make loan submissions faster and more efficient. Lenders can look into the following aspects to make sure that their Consumer Connect website is effectively used to give a unique and pleasant experience to the borrowers. Branding When using Consumer Connect Website Builder, the lender needs can preview…

Reporting within Velocify

Reporting within Velocify

Velocify’s customized audit level reporting helps to track lead cost allocation, lead distribution, user activity so that lenders can make data-driven decisions based on the metrics and KPIs. Lenders can use the reporting functionality within Velocify to track KPIs and performance of their marketing campaigns and Velocify users as well. Standard reports within Velocify Campaign…

Integration of Encompass with Velocify

Integration of Encompass with Velocify

Velocify LeadManager automatically captures, de-dupes, intelligently distributes, and prioritizes leads so loan officers stay ahead of the competition and focused on closing more loans. Velocify has partnered with Encompass to provide a robust integration between the systems called Encompass Connector. Velocify Integration with Encompass The Encompass Connector allows for leads to be exported directly from…

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…

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…