Every business in the financial sector has its own processes for growing its book of business and managing relationships with clients—and the mortgage and lending industry is no different. Salesforce CRM is essential for streamlining mortgage and lending firms; however, some Salesforce products make more sense than others. A few of the best Salesforce products for your mortgage and lending operations include:
Salesforce Financial Services Cloud for mortgage and lending companies is unique compared to other financial industries. This Salesforce product empowers mortgage loan officers, processors, underwriters, and brokers to streamline communications between each other and accelerate the loan origination process. Salesforce Financial Services Cloud (FSC) is a management software that your employees can use to continuously build customer relationships and grow your book of business from a single platform.
When your mortgage and lending firm collaborates with Abstrakt Cloud Solutions, you can integrate all your mortgage and lending tools so they are easily accessible to authorized users when they need it most. Salesforce offers extensions for your various digital lending tools and loan originating systems, including:
With Salesforce Marketing Cloud, your marketing team has the ability to send potential and long-term clients the right marketing materials at the right time. Salesforce Marketing Cloud is designed to aid your team with creating high-quality sales enablement and marketing assets and delivering them to their intended audiences.
Abstrakt Cloud Solutions partners with mortgage and lending companies across the nation to help them design a Marketing Cloud solution that works best for their business growth efforts. Our Salesforce experts are equipped to help you set up Marketing Cloud so your loan officers can spend more time building relationships with customers and less time crafting and sending the perfect sales email.
When paired with Salesforce Marketing Cloud, Salesforce Pardot allows your team to discover and analyze the effectiveness of your email marketing campaigns. Salesforce Pardot for mortgage and lending firms enables your loan officers to explore what email recipients engage with and how often they interact with the marketing asset. This allows your team to personalize each email and reach out to the individual when the timing is right for them.
Abstrakt Cloud Solutions offers various Salesforce services to help firms streamline their mortgage and lending solutions. When you trust Abstrakt Cloud Solutions as your CRM partner, you have the opportunity to choose one of the following Salesforce services:
By partnering with a trusted Salesforce consultancy like Abstrakt Cloud Solutions, you have the ability to:
When you’re ready to streamline your lending and mortgage processes, reach out to the Salesforce experts at Abstrakt Cloud Solutions!
