Tag Archives: mortgage companies

motivity-salesforce-integration

Integrate Motivity BI & Salesforce for deeper insight into your mortgage data

January 23rd, 2016 | by

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. Read more »

PCLender-salesforce-integration

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 »

Roostify-salesforce-integration

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 »