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Salesforce for Mortgage

Improve the overall lending experience for your clients with intuitive, intelligent analytics solutions

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.

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.

Our Partners in Mortgage

Salesforce logo

Salesforce Financial Services Cloud provides real-time access to critical data, perceptibility into unique customer journeys, and meaningful insights at every stage of a mortgage client’s lifecycle.​​

Tableau logo

As Salesforce platform consulting and technical experts, we combine CRM strategy, data science, and extensive Tableau implementation expertise to drive results on the Tableau platform.​

Mulesoft logo

It’s a clear goal: Know your customers and serve them better with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.
How Can Elevate Help My Organization?
  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce for mortgage.