Frequently Asked Questions

MyLoanBiz for Salesforce.com is a pre-configured version of Salesforce.com for the Mortgage industry. You can also think of it as a mortgage specific application that works on top of the Salesforce.com Apex Platform. It used to be that if you were in the mortgage industry and you wanted to use Salesforce.com's award winning customer relationship management system you had to spend lots of time customizing it or lots of money on consultants to make it work for your mortgage business. Now you can simply purchase the MyLoanBiz for Salesforce.com application along with your Salesforce.com subscription and have a total solution ready to go right from the start.

MyLoanBiz for Salesforce.com is designed to assist mortgage professionals in the following areas:

• Contact Database Management
• Deal (Loan Pipeline) Management
• Drip Email Marketing
• Task & Event Management
• Referral Source Management
• Account Management
• Loan Status Notification
• Identification, Marketing and Management of Refinances
• Standardized Customer Communication via Email Templates

The most fundamental change we have made is to configure Salesforce.com to work as a business to consumer application rather than the business to business application as it was originally designed to be. Here are just a few of the things we have done to accomplish this feat:

• 3 Custom Tabs and Objects (Deals, Referral Sources, Expenses)
• 450+ Custom Fields
• Built in Mortgage Sales Methodology
• Customized Views, Reports & Dashboards
• Custom S-Controls to Increase Productivity
• Calyx Point & Fannie Mae DU 3.2 Export
• Email Status Notifications to Deal Participants
• Mortgage Specific Email Template Library
• Built in Workflow Rules

The MyLoanBiz for Salesforce.com application is offered on a subscription bases (12 month minimum). To use the MyLoanBiz for Salesforce.com application you must have a subscription to a Salesforce.com account. Basically, you need to subscribe to both the MyLoanBiz for Salesforce.com application along with the Salesforce.com service. You can accomplish this in one of two ways:

• If you are NOT currently working with a Salesforce.com Account Executive than you can subscribe to both the MyLoanBiz for Salesforce.com application along with an OEM version of Salesforce.com directly through MyLoanBiz since we are an authorized Salesforce.com OEM partner (see: pricing option one).
• If you are working with a Salesforce.com Account Executive than you should continue to work with them and purchase a Salesforce.com license through them and then purchase the MyLoanBiz for Salesforce.com application through us (see: pricing option two). Please note: that you can not install the MyLoanBiz for Salesforce.com application into a generic Salesforce.com trial or account. If you want to trial our application or subscribe to it the only way to do so is to get a pre-bundled version of MyLoanBiz for Salesforce.com and Salesforce.com directly through MyLoanBiz. To start your free trial visit our trial sign-up page.

No, the MyLoanBiz for Salesforce.com application does not work like a typical Appexchange application where you install the application onto an existing Salesforce.com account. Due to the extensive customizations that MyLoanBiz has made it can NOT be distributed this way via the current capabilities of the Appexchange. If you want to trial the MyLoanBiz for Salesforce.com application or subscribe to it the only way to do so is to get a pre-bundled version of MyLoanBiz for Salesforce.com and Salesforce.com directly through MyLoanBiz. To start your free trial visit our trial sign-up page.

You can NOT do this at this time. You will have to start a new trial of Salesforce.com with the MyLoanBiz for Salesforce.com pre-installed in it. To start your free trial visit our trial sign-up page.

If you are already working with a Salesforce.com Account Executive then we strongly encourage you to continue doing so and to subscribe to your Salesforce.com account directly through them and then subscribe to the MyLoanBiz for Salesforce.com application separately through MyLoanBiz. However, if you are NOT currently working with a Salesforce.com Account Executive then you do not need to subscribe to Salesforce.com separately. You can subscribe to the MyLoanBiz for Salesforce.com application along with a version of Salesforce.com called OEM Edition directly through MyLoanBiz. No other purchase is required from anyone else.

Yes, MyLoanBiz is utilizing special "packaging" technology that Salesforce.com has made available so that we can deploy our application on top of the Salesforce.com Apex Platform in a fashion that allows for upgrades to be applied at a later date. MyLoanBiz is always developing new features and will release them through out the year. To receive these upgrades you must have a packaged version of MyLoanBiz for Salesforce.com. If you are purchasing or have purchased MyLoanBiz for Salesforce.com after June 2007 then you will have a packaged version and will be eligible for upgrades.

Yes, you can customize the MyLoanBiz for Salesforce.com application in the same fashion that you would be able to customize a standard version of Salesforce.com. You will be able to add new custom fields, make changes to Page Layouts, add new Email templates and more.

If you already own Salesforce.com and wish to use our application please call us at 773-661-4100 and ask for a sales representative to discuss your options for utilizing the MyLoanBiz for Salesforce.com application.

Salesforce OEM Edition is a special version of Salesforce.com only available through authorized Salesforce.com resellers. Its functionality is a subset of Enterprise Edition and is limited to only the Home, Accounts, Contacts, Documents, Reports and Dashboards tabs; and a maximum of 5 custom tabs and 50 custom objects.