Salesforce for Mortgage
Improve the overall lending experience for your clients with intuitive, intelligent analytics solutions
Benefits of Salesforce Financial Services Cloud
for Mortgage
No more lost insights or disjointed interactions. Give your borrowers and agents the intuitive, more connected experiences they need to succeed.
Improve the application to funding customer experience
Drive to funding faster! Enable a seamless digital experience for your clients from application to funding with up-to-the-moment insights on approvals and next steps. And empower your loan officers with visibility to manage the process with accountability and transparency.
Drive more business by increasing lead/referral conversion
Facilitate omnichannel speed-to-lead based on the highest probability of conversion and route leads to the appropriate loan officer to assist with the application. The same goes for referrals received from your business patterns and centers of influence.
Increase multi-line customers
Circumstances change and it’s important that you’re able to predict and adapt. Understand your clients’ needs based on life events and current products and services. Present the most relevant offers to drive multi-line customers during application intake and after initial funding.
Improve agent onboarding and retention
Provide an intelligent agent experience to dramatically decrease new agent onboarding, improve average handle time and first-call resolution rates. Ultimately, provide consistency in servicing standards and improve customer satisfaction.
Drive digital servicing
Drive a digital first customer experience for mortgage servicing and inquiries. Increase customer self service and case deflection while improving the quality of service and customer satisfaction. Agents see all interactions for a Customer 360 view of all servicing interactions.
Increase loan recapture rates
Within the servicing teams, facilitate the conversion of refi opportunities and automatically direct customers to a pre-filled application. Drive recapture applications to Loan Officers for immediate processing and driving up customer customer satisfaction.
Proven Success
in the Mortgage Industry
Newrez is a mortgage company that provides full service from origination through servicing. They’re dedicated to delivering exceptional lending options with an easy application process for both their customers and strategic business-to-business partnerships.
Newrez looked to invest in further digitizing their processes and enabling their teams to service the customer in the channel of their choice. The company chose Financial Services Cloud for Mortgage, MuleSoft, CRM Analytics, and Service Cloud to provide an intelligent experience across loan origination and servicing.
Newrez partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud.
A Better Mortgage Lending Experience for Borrowers and Loan Officers
The mortgage industry has changed so much in the last few years, and borrowers expect the same user-friendly, digital-first experience they experience with other consumer transactions. Salesforce Financial Services Cloud for mortgage allows you to put your customer first by enhancing their borrowing experience and increasing customer satisfaction, while also reducing the application to funding time, reducing loan officer and agent ramp time, and increasing loan recapture rates.
Latest Insights from Our Experts
Ready for Real Results?
Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.