Automation rules are the most comprehensive automation tool offered by Account Engagement. Automation rules allow you to perform certain marketing and sales actions based on criteria that they specify. Automation rules continuously look for prospects who match the rule criteria. They are retroactive; but any changes after the rule becomes live are not. This article…
When we want to collect information about people visiting the website or landing page, then we will use an Account Engagement form. It helps turn anonymous visitors into identified prospects. Let us see the steps to create Forms in Account Engagement. The form when viewed online will like this below; To learn more, click Capture…
Document Checklist is a capability offered by Salesforce to encourage customers to provide required documents, create document checklist items to help manage file uploads and approvals. We can create document checklist items for any of the following records in the Professional, Enterprise and Unlimited editions with financial cloud. It involves two steps. Enable Document Tracking…
Salesforce Community Cloud helps mortgage banks and lenders to build and customize a community to connect and collaborate with borrowers, brokers and loan officers throughout the mortgage origination process. Home buying and mortgage experience can be transformed using Salesforce Community Cloud where borrower, the lender and other third-party stakeholders collaborate in a secure and private…
Meeting the rising borrower expectations to serve a personalized experience is an important factor for lenders and mortgage banks in revenue retention. Borrower experience can be defined as the sum of all touch points that a borrower has with the lender during the entire loan life cycle. Salesforce Service Cloud helps mortgage banks to survey…