With Customer account portal, borrowers can quickly search knowledge articles and update personal information such as addresses and phone numbers. Borrowers can check the status of their loans and find related information. This article explains the steps in Building Customer Account portal for Borrowers in a mortgage firm using Salesforce. To set up a portal, the company first need to create a registration flow so customers can sign up for the portal in a few easy steps.
- Create a Self-Registration Flow for an Experience Cloud Site
Self-Registration Login flows customize the login experience and integrate business processes with Salesforce authentication.
- Allows customers to self-register to a portal.
- Captures information from the customer.
- Creates an individual record for the user to store communication preferences.
- Updates the contact record with information from the individual record.
There are five elements in the flow.
- Captures the user’s information
- Asks customers to choose their data privacy preferences.
- Creates an individual record based on the privacy settings
- Updates the contact record (created in the self-registration steps for the portal) with the correct privacy settings
- Send a welcome email to the user
2. Enable Digital Experiences and Create a Customer Portal
- From Setup, enter Digital Experiences in the Quick Find box, then select Settings.
- Select the Enable Digital Experiences checkbox.
- Enter a unique domain name.
- Click Check Availability to make sure that the domain is available.
- Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open.
If you set up more than one site, you can append the site name to the URL to differentiate between them. We already set up a realtor partner portal. So for the customer account portal, we appended ‘accountportal’ to the domain url.
- To create Customer Portal, enter Digital Experiences in Quick Find, and select All Sites .
- Click New. The Creation wizard appears with different template options for you to choose from.
- Select the Customer Account Portal template.
- Click Get Started.
- Name the site Customer Account Portal and enter account portal at the end of the URL.
- Click Create.
3. Assign a role to admin.
Admin needs to be associated with a role in order to enable him for user creation in the portal.
- Click your Chatter image
- Click your name at the top of the dialog.
- Click User Detail.
- Click Edit, and assign yourself any Role.
- Click Save.
4. Create a custom profile for the portal users
Clone any external profile with necessary permissions to create a new profile.
- To clone a profile, follow these steps.
- From Setup, enter Profiles in the Quick Find box, and select Profiles.
- Scroll down to the profile you’d like to clone and click Clone in the Action column.
- Name the profile.
- Click Save.
5. Add custom profile to the portal’s membership
- After creating the custom profile, you can add it to your portal’s membership.
- From Setup, enter Digital Experiences in the Quick Find box, and select All Sites.
- Click Workspaces next to your account portal.
- Click Administration | Members.
- Select the profile you want to add to your portal’s membership. (If you don’t see the profile, change the search to All.)
- Click Add.
- Click Save.
We have now covered the initial steps of Building Customer Account portal for Borrowers in a mortgage firm. In another article, we will explain the next steps to complete the process.
To learn more about Experience cloud sites in Salesforce, please visit Experience Cloud (salesforce.com).
To check out our latest blog on building a partner portal please click Building a Realtor Partner Portal for Mortgage firms in Salesforce-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
