Salesforce Mortgage Solutions

Start delivering custom, high-speed service with care

What was once a traditional borrowers’ landscape has transformed into a full-blown digital borrower experience. It’s not sustainable to wait for customers to come to you. With the wealth of options available to them 24/7, you need to stay ahead of the game.

Traditional mortgage firms need to quickly embrace the shift to a digital marketing landscape in order to compete with a growing number of competitors — most notably market disrupting fintech lenders.

But how can you reach out to borrowers in a meaningful way without getting lost in the chatter?

Making the borrower experience more customer-centric is key.

Cumbersome manual processes don’t provide the expected level of customer service that borrowers have come to expect. As consumers, nearly everything is available at the click of a button — their mortgage experience should be the same.

Benefits of Salesforce mortgage solutions

A seamless borrower experience can make the difference between winning and losing a mortgage customer. Mortgage regulations rule the process, so it’s important to have systems that provide accountability, transparency, and insight into the relationship with the borrower to understand buying behavior, lender interactions, and process-driven timelines.

Define a single point of truth
Replace difficult, manual reporting processes with streamlined workflows that provide insight in an instant.
Embracing a unified CRM platform like Salesforce enables your team to build historical data you can track, maintain high visibility into pipelines, and implement more consistent borrower management.
Adopt centralized tools
Design more effective campaigns, enhance loan officer productivity, and nurture more effective leads.
When combined with Salesforce mortgage solutions, marketing automation gives companies the tools to oversee prospects who may not yet be ready for hands-on interaction in the pre-buying stage. Use your CRM to understand their needs, and get the most lead-to-loan conversions possible.
Onboard with ease
Equip your team with the right tools to acquire new borrowers, cultivate existing relationships, and ultimately close the loan.
Salesforce for mortgage lending can change the engagement between lender and borrower by saving time and effort as well as providing tools for collaboration and communication throughout the process. With a more efficient and effective system, applications can be processed in weeks rather than months.
Maintain relevance
Improve the borrower experience by streamlining business processes through cutting edge technology that pinpoints relevant data.
Dated systems don’t just impact borrowers, they make it much more challenging for your loan officers to do their jobs well. Silverline can help move your business forward and put you ahead of the competition.
Increase speed
Keep up with the disrupters.
Involving a 360-degree view CRM like Salesforce, transforms mortgage application processes into highly visible, smooth workflows that are easier to track and manage.
Eliminate friction
Maintain the competitive edge in today’s market.
Applying for a mortgage can be complicated and time-consuming. To close more deals, borrowers need to feel like they can trust your lenders. Salesforce Financial Services Cloud ensures ease of use and lead-to-fulfillment processes that focus on relationships.

Expand the customer footprint

Now that you’ve closed the mortgage loan, grow the relationship. What solutions, in addition to a mortgage, would benefit your customer?

When your team uses data available within Salesforce to provide options for the right complementary products (like a HELOC or a checking account), the customer relationship strengthens, and brand affinity grows.

Not only are increased accounts and products good for the bottom line, they help your sales and marketing teams better understand what traits to look for in an ideal customer. In turn, this allows them to target specific personas in their outreaches.

Salesforce mortgage solutions help facilitate on-demand mobile options for customers.

Embrace AI and analytics with Salesforce for mortgage and lending

With true relationship intelligence, you can capture and visualize up-to-the-moment account information across clients, households, and networks. You can also provide access to essential client information and partner solutions for advisors — all in one place.

Salesforce’s Einstein Analytics helps your team be more dynamic with a marketing suite of tools that enable proper account nurture. Einstein also provides cues for Next Best Actions based on collected information and common use cases. This solution helps agents to know what to propose next to the customer, creating streamlined customer journeys, with products based on a customer’s personal and business preferences.

These tools empower loan officers by enhancing — and in some cases even replacing — follow-up touch points with prospects. This provides the loan officer more time to focus on high-touch, high-return activities. Automated journeys can also enhance the borrower’s experience by helping them through the often daunting process of purchasing a home. Effectively integrating marketing automation into the loan process can help create more happy homeowners and successful loan officers.