Executive summary
Rocket Pro helps mortgage brokers connect their clients with home financing through America's largest mortgage lender. To grow market share in a tighter mortgage market, they needed to help their account executives (AEs) spend less time researching and more time building relationships with independent brokers.
They started by unifying broker data from across Rocket's systems — CRM, their partner portal, and outside market sources. Data 360 harmonizes first- and third-party data, brought in by MuleSoft➚, into a complete view of every broker relationship. Three Agentforce-powered capabilities in Agentforce Sales use that system of context to help AEs identify high-intent brokers, prepare for conversations, and draft personalized outreach.
Early results showed an increase in conversion, with outreach preparation expected to drop from 30–60 minutes to less than five.
The results
3
Agentforce-powered tools, 1 connected experience
Agentforce expected to cut outreach prep to <5 minutes
Unified broker data across Rocket's systems
3B
system interactions per year powered by MuleSoft
Explore Rocket Pro’s solution
Smart, timely broker outreach with Agentforce
Agentic tools embedded in Agentforce Sales help account executives prioritize high-intent brokers and draft effective outreach — all in one place.
Unified system of context fuels strategic engagement
Data 360 unifies broker and partner data from across the Rocket family of companies, giving account executives a complete view of every relationship.
About the company
As the wholesale arm of Rocket Mortgage, the nation's largest mortgage lender, Rocket Pro empowers thousands of mortgage brokers, loan officers and processors with technology and support to grow their businesses.
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