Roostify is a startup that’s changing the way loans are processed. Mortgage companies lose customers if their loan closing process is inefficient. Roostify aims to transform this important phase of the loan lifecycle with automation, and improved accountability. In this post, we discuss the benefits of integrating Roostify with Salesforce.
Roostify tracks the activity related to an application as soon as a record is entered into the system. It allows mortgage companies to define a workflow process for loan applications, and guides customers and Loan Advisors to move through the workflow. It provides a mortgage company’s customers, and employees the status of the loan at every stage of the approval process. This transparency and accountability goes a long way in speeding up loan applications. Roostify can also be used to communicate with realtors and other external partners who are related to a particular loan. Automated alerts help to keep everyone in the loop. By bringing everyone related to a loan on a single platform Roostify enables collaboration, and better communication.
With vital communication going out from Roostify, it all needs to be captured as activity in the CRM system of the mortgage company. This way other users within the mortgage company, such as Loan Officers can process the application easily. This is done by leveraging the full set of published Web APIs available with Roostify. Salesforce, being the most widely-used CRM system, is frequently integrated with Roostify. By making Roostify activity visible inside Salesforce, mortgage companies can deliver added visibility across the pipeline, and better streamline the complex process of loan applications.
If you’re a mortgage company that uses Roostify and Salesforce, you should consider integrating them to empower your employees with the right data at the right time. This also results in happier customers as loan applications are processed in a short time, and by keeping customers aware at every step of the process.
Mansa specializes in integrating Salesforce with core applications within mortgage companies. With over a decade of experience implementing and integrating Salesforce for various organizations, you can be assured that your business system will be build by following industry best practices. We help train your employees to the new workflow, and are always available for maintenance and upgrades at a later point. When you choose Mansa, you get a hassle-free experience that lets you focus on running your business than maintaining the applications and data you need. Talk to us today to get started integrating Roostify and Salesforce.