Tag Archives: Loan origination

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 »

Salesforce to Encompass 360 Integration

December 12th, 2013 | by

More than 80,000 mortgage companies use Encompass360 to maximize their retail sales and minimize origination cost. In the same line, financial services companies use Salesforce to automate their marketing services.  Integrating Salesforce to Encompass360 enables companies to shorten the sales cycle, reduce costs and see real-time updates in Salesforce Chatter.

Integration enables a hassle-free lending process for everyone. With increased competition in the lending industry, financial services companies need to find ways to differentiate their offerings and close leads more efficiently to maximize revenues. Salesforce enhances operations by making transactions as fast, smooth and straightforward as possible. Read more »