Salesforce & Mastercard Transform Transaction Disputes: Trust & Speed.

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Increase borrower satisfaction with seamless lending experiences.

Simplify lending from origination to service with a purpose-built lending and mortgage CRM. Use AI and data to build trust and grow relationships, while improving efficiency with automation. Drive borrower satisfaction through personalization and accelerate approvals with streamlined digital processes.

Streamline digital lending.

Ensure a better experience by streamlining operations, enhancing speed, and creating transparency on an end-to-end, connected lending and mortgage CRM platform.

How it works:

Gain visibility into all financial holdings and borrower activities from a single view.

A lending dashboard showing a customer's  application status and related assets, liabilitiies, income, expenses, and address history.

Create a transparent process to inform borrowers, manage key documentation, and collaborate across teams.

A loans dashboard showing the easy step-by-step process for uploading and reviewing documents.

Deliver at speed by automating and streamlining processes from origination to close.

A lending dashboard showing the selection of an new offer, and the ease of updating borrower terms and documentation.
A lending dashboard showing a customer's  application status and related assets, liabilitiies, income, expenses, and address history.
A loans dashboard showing the easy step-by-step process for uploading and reviewing documents.
A lending dashboard showing the selection of an new offer, and the ease of updating borrower terms and documentation.

Mortgage and Lending FAQ

Salesforce is used by mortgage banks, traditional banks, credit unions, non-bank lenders, and other lenders for loan pipeline management, onboarding, borrower communications, service capabilities, and more. Our purpose-built mortgage CRM streamlines operations and improves borrower and lender experiences.

Lenders see many benefits, including automated approval processes and document management, improved product recommendations based on customer needs and preferences, increased borrower satisfaction, and scalability as business evolves. This drives more loyalty and better return on investment.

Yes, our platform is flexible and can integrate with various lending systems, Loan Origination Systems (LOS), and third-party applications to create a cohesive and unified workflow.

Lenders can navigate the complexities of risk management and compliance with capabilities such as data analytics and AI, workflow automation, risk assessment, monitoring, and mitigation. Our platform empowers financial institutions to stay ahead of emerging risks and seamlessly adhere to industry regulations.

A mortgage CRM helps teams manage borrower relationships, analyze interactions, centralize data, and so much more. This helps lenders better understand customers and provide tailored financial services, while streamlining operations and driving growth.