Tag Archives: loan application

Integrate LendingTree & Salesforce for stress-free conversations with your loan prospects

February 25th, 2016 | by

LendingTree brings together lenders and borrowers in a single platform making it easy to compare and find the best home mortgage, refinance, auto loan, or credit card. If you’re a mortgage lender, you likely use LendingTree as a vital source of leads. If you’ve been in the business for a few years, you most likely use a CRM tool to manage leads, communicate with prospects, and monitor your entire pipeline. If you use both these platforms, you could greatly benefit from integrating them. In this post, we discuss why you should integrate LendingTree and Salesforce. Read more »

Integrate PCLender LOS & Salesforce to streamline your loan management process

January 20th, 2016 | by

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. Read more »

Integrate Roostify and Salesforce to turbocharge your sales follow up for loans

January 20th, 2016 | by

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. Read more »