PCLender provides solutions for mortgage companies and is well-known for their loan origination software (LOS). In this post, we discuss the integration of PCLender LOS and Salesforce, which the most widely-used CRM solution.The PCLender LOS contains various types of data – loan data, borrower data, property data, and vendor data. Within the mortgage company, a Loan Advisor is the primary user of this data. Each Loan Advisor has access to the data of their clients, and from the PCLender LOS they can track loan status, referral status, and follow up communication. Because of how critical this data to the functioning of a mortgage company, PCLender LOS is a core platform for many mortgage companies.
However, apart from LOS, mortgage companies need a robust CRM platform to better manage leads upstream, and to enable collaboration across teams. For the data in LOS to be used effectively by every team, it needs to be made available in the CRM system. In their search for a CRM platform, most mortgage companies resort to Salesforce because of its industry-wide adoption, and how extensible it is.
In a PCLender LOS and Salesforce integration, current and historical loan and contact data is imported from the PCLender LOS to Salesforce. This is done either by an automatic CSV export on the same day the data is created, or via a web API. The CSV export is one-way, while the API, which is the recommended method, is two-way. Since users can add and edit data from either platform, checks should be in place to avoid data duplication within the system.
Additionally, user access should be structured according to the organizational hierarchy of the mortgage company. This way frontline users can see only data that is relevant to their workflow, and management has access to view data of all users on their team. Once the integration is complete, the data is used to assist Loan Advisors as they process loan applications, and keep management informed on the status of loans.
If you use PCLender LOS and Salesforce and would like to integrate these two platforms, Mansa is just the consultant you need. Mansa has spent over a decade implementing and integrating Salesforce for numerous mortgage companies. We know what it takes to create a cloud infrastructure that empowers rather than hinders the productivity of your employees. We ensure your system is not just implemented but enjoys company-wide adoption and usage by your employees. Contact us today to discuss how you can benefit from a PCLender and Salesforce integration.