See how AI is revolutionizing financial services at World Tour NYC and streaming live on Salesforce+ on December 14.
Register for free. >
Register for free. >
MORTGAGE AND LENDING
Lend confidence with connected borrowing experiences.
Automate the entire lending lifecycle to improve operational efficiency and simplify the experience for borrowers.
Reduce operational costs and innovate faster with purpose-built mortgage and lending solutions.
Simplify the borrower experience.
Improve experiences with guided applications, simple document tracking and approvals, and better data visibility.
Unlock cross-sell opportunities.
Create referrals across lines of business with a 360-degree view of borrower data, and use AI to suggest product add-ons.
Improve operational efficiency.
Put mortgage data models, advanced analytics, and automated processes to work to improve efficiency and save time.
Streamline Digital Lending
Unify your business on a single platform and provide borrowers, lenders, real estate agents, and brokers with more transparency and self-service options throughout the lending experience.
How It Works
Create 360-degree views of borrowers.
Gain visibility into all financial holdings and borrower activities from a single view.
Deliver seamless lending experiences.
Create a transparent process to inform borrowers, manage key documentation, and collaborate across teams.
Accelerate loan approvals.
Deliver the speed today's borrowers expect by automating and streamlining processes from origination to close.
What's Included
- Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
- Marketing Cloud lets you personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
- Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.
- CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.
Service Innovation for Mortgage and Lending
Empower customers to self-serve with chatbots and automation. Resolve issues faster, and increase borrower satisfaction with a single, 360-degree customer view.
How It Works
Empower customers to self-serve.
Present knowledge base and chatbots with modern, conversational UI.
Provide assistance quickly.
Enable CSRs to pull up information right away, all in a unified system.
Resolve the issue completely.
Connect the middle and back office workflow for improved orchestration with all your teams.
Anticipate customers’ future needs.
Understand what's important to your customers with unified interaction data and AI
Deliver continuous data-driven engagement.
Deliver relevant messages to your customers across every channel.
What's Included
- Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
- Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.
- Marketing Cloud lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
