Business intelligence (BI) is an extremely important function for any mortgage company. With the advancement in technology today, having just a loan origination software (LOS) isn’t enough. Mortgage companies need a BI tool that specializes in analyzing loan data if they are to maintain their competitive edge. This is what Motivity brings to the table – a BI platform exclusively for the mortgage industry. In this post we discuss why mortgage companies should integrate Motivity & Salesforce CRM.
The Salesforce system of any mortgage company has a lot of deep customer data that goes without being analyzed. This data is exported to spreadsheets, and sometimes shared with other apps for a surface-level analysis. The problem with this type of BI is that the process of generating insights is long winded and complex. Because it involves a manual process of exporting the data, and copy/pasting it into different places for analysis, the chance of errors occurring is high. And finally, the files containing the data can get misplaced or accidentally deleted, leading to a lot of redundant work. Business Analysts are unable to use the data to solve immediate issues, and questions that management is dealing with.
A purpose-built platform like Motivity makes analysis more easier, automated, and useful. As an Analyst, you can say goodbye to spreadsheets, and enjoy the wealth of information at your fingertips. As a mortgage company executive who relies on data to make strategic and tactical decisions, this sort of tool can make a night-and-day difference to how you function. Motivity has an extremely quick rollout, and can get you insights in days rather than weeks.
However, to make the most of Motivity, you need to integrate it with your other core platforms like LOS, and CRM. Today, most mortgage companies rely on Salesforce as their CRM system of choice. They need the ability to export data from Salesforce to Motivity while maintaining the security and access policies that this critical data requires. The integration between these platforms could be done either via API or CSV, but importantly, it needs to be automated so it can be analyzed in real-time.
If you use both Motivity and Salesforce, and are looking for a way to integrate the two platform, look no further than Mansa. With over a decade of implementing and integrating Salesforce for mortgage companies, Mansa has deep industry know-how to ensure the integration exceeds your expectations. We take into consideration all your requirements, and even suggest ways to improve on them. We know what it takes to build systems that enjoy high levels of user adoption within a mortgage company. And the result of all this is that you’ll quickly see positive ROI because of your newly integrated systems. Get in touch with us today to discuss further how you can benefit from integrating Motivity and Salesforce.