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MyLoanBiz for Salesforce.com: Features
Salesforce.com Pre-Configured for the Mortgage Industry
An effective platform for managing database, pipeline and referral source information is the life blood of a successful mortgage practice. Originators who can leverage their data to automate business workflow and execute a comprehensive marketing strategy will see their revenues grow. The MyLoanBiz for Salesforce.com system provides mortgage professionals all the tools necessary to execute on a winning business strategy.
Database Management
A well maintained database of customers and partners is an originators most valued asset. It is the core of all marketing initiatives and the key to establishing long-term business success.
Pipeline Management
A central place to update deal information, track critical dates, and record all opportunity-related interactions is paramount to delivering a consistent customer satisfaction.
Referral Source Management
Track, analyze, and optimize your efforts related to Referral Sources in order to generate the highest return on investment.
1003 Export
No more redundant data entry, just enter your 1003 data once and then export it to your Loan Origination System in a Calyx POINT for DOS or Fannie Mae 3.2 format.
Email Status Alerts
Keep everyone related to a mortgage transaction up to date on each step of the process by utilizing a simple wizard to send out status alerts.
Workflow Automation
Efficiently manage your business processes by triggering alerts and automating redundant tasks, so that you are always delivering a consistent customer experience on every loan.
Email Marketing
Leverage a complete library of email templates. Utilize mass email, drip email or single email delivery methods. Track whether recipients open messages, when they open them and how often they view them.
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