A Mortgage Lending Company from the United States hired Ascendix to get rid of multiple Excel sheets and move their team to a custom-built Salesforce where the majority of essential business processes were automated.
In This Salesforce for Mortgage Loan Officers Guide You’ll Learn:
- Salesforce benefits for mortgage loan officers.
- How to leverage out-of-the-box functionality like custom portals and workflow automation.
- Checklist of customizations that can make Salesforce a robust mortgage CRM.
- List of integrations for enhanced reporting, document management, analytics, etc.
- Tips and insights from Salesforce Summit Partner with over 25 years of experience in real estate.
What Makes This Guide Different:
After operating on the real estate market for over 2 decades, we, at Ascendix, know how to address challenges mortgage loan officers face every day and how Salesforce can help with that. Our experience we’ve gathered in this comprehensive free PDF.