Salesforce is the most popular CRM
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
Benefits of integrating Encompass and Salesforce
Manage the lead-to-loan process within Salesforce and then seamlessly transfer borrower and loan information back and forth between Encompass without rekeying the data.
Salesforce for Mortgage Webinar
In this webinar, we discuss how you can improve the mortgage lending experience by leveraging Salesforce Financial Services Cloud and Encompass together.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
What is encompass data?
Bringing Encompass data into Salesforce allows your frontline branch and contact center teams to handle borrower inquiries within Salesforce — instead of interfacing with Encompass or needing to transfer the borrower to another team.
Is EMS a partner of Salesforce?
EMS is a proud partner of both Ellie Mae and Salesforce. Our dedicated financial services team has extensive experience with both platforms. We are your go-to resource for integrating Salesforce Financial Services Cloud with Encompass.
Is Salesforce a connection forward?
Both Salesforce and Encompass are open platforms and connection-forward, allowing you to unlock your mortgage loan processing data across your organization. That means you can.
Siva Devaki Follow
How fast a Mortgage company closes a loan application impacts their revenues. Often, complicated processes, and wrong data can sabotage deals leading to lost revenue for a mortgage company and frustration for its customers.
LinkedIn User
Looks good ! would be wonderful if it has the capability for Credit Decision, and integration with third party apps for scoring/policy and ALM databases.
Prospecting, Referrals, and Marketing
So, you have built a lean & mean loan origination machine. Now it is time to add some fuel to its engine. Salesforce can be directly integrated with multiple referrals and channel partners like Bankrate, Zillow, or Realtor.com which feed directly into your marketing & loan origination funnel.
Facilitating the Funnel
Getting leads in the door is only the beginning.
The Empowered Loan Officer
Mortgage companies often think they are implementing a new & improved system to improve customer experience. While that is certainly true, it is equally important to remember that empowering your Loan Officers & ensuring their satisfaction can be just as critical to its success.
Systems Integrations
Sometimes small steps are giant steps. Integrating a loan origination system – whether it be CalyxPoint, Fiserv or Ellie Mae Encompass can be a daunting task.
Enter: Customer and Referral Portals
So, you want a drag & drop customer portal that sits on top of real-time data that understands where each customer sits in their loan lifecycle & dynamically adapts to drive the behavior you want? Salesforce has you covered. Customer Communities is a quick & effective way to rapidly launch a portal that does just that.
Make a Client for Life, Not a Sale
A fully funded loan may be the end of one journey – but it is just the start of another. The referral & refinancing process begins as soon as the origination process ends. Maintaining regular contact & demonstrating partnership should be a core value to any mortgage company.
