The different products available on the Salesforce Einstein platform with their easy point-and-click tools can help to add a little bit of AI customization in order to add value to the mortgage business. A Salesforce admin or a developer within a mortgage bank can build custom AI power applications and embed them directly in the user workflow using Salesforce Einstein.
Salesforce Einstein is a suite of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform of Salesforce.
Salesforce Admins and developers can build AI-powered apps for LOs and borrowers on a complete artificial intelligence platform using the following tools within Salesforce Einstein.
Einstein Prediction Builder
- Einstein Predictions can be used to predict the future of the business by creating and deploying custom predictions.
- The prediction models can predict business outcomes, such as churn or lifetime value, default rate etc.
- These custom AI models can be created on any Salesforce field or object using only clicks with no coding needed.
- Einstein Discovery can be used to create trusted predictions on any data and deploy it anywhere.
- Relevant patterns in the data, whether it lives in Salesforce or outside, can be discovered.
- These finding can be merged with analytics to form AI based insights and recommendations.
- Actions can be taken on these findings within the Salesforce platform.
Einstein Next Best Action
- Einstein Next Best Action can be used for delivering optimal recommendations at the point of maximum impact.
- This tool can be used to define recommendations, create action strategies, build predictive models, display recommendations and activate automation.
- LOs and mortgage banks can use these recommendations for upsell and cross sell opportunities.
- Mortgage banks can leverage the power of deep learning to understand images in the business, mainly in the mortgage documentation process.
- Intelligent image recognition can be used in apps by training deep learning models to recognize the brand, products etc.
- Einstein image classification and object detection can be used to classify images while Einstein OCR can be used to identify text on any image.
- Einstein Language harnesses the power of natural language processing in any business application.
- This platform can be used to understand how customers feel, automatically route inquiries and streamline the workflows.
- Einstein Language includes Einstein Intent, Einstein Sentiment and Einstein Translation to build natural language processing into the apps.
Looking for more information on SalesForce Einstein or need help in implementing Salesforce products, leave us a message.