Mortgage Application Overview

Salesforce.com Pre-Configured for the Mortgage Industry

MyLoanBiz for Salesforce.com is a preconfigured version of Salesforce.com for the mortgage industry. The application enables an individual mortgage professional or an entire mortgage company to manage all their critical client information-from contact details to activity history-in a single place.

Users can:

• Manage - contacts, referral sources and loan pipeline.
• Track, Analyze and Market - to refinance opportunities.
• Standardize Communications - to prospects, customers and referral sources.

MyLoanBiz for Salesforce.com provides a flexible, on-demand mortgage solution that can be tailored to your specific business needs. The application makes Loan Officers more efficient and therefore maximizes the time they can spend with prospects, clients and referral source partners. With an integrated 360-degree customer view, trackable activity history, and configurable alerts, the application enables Loan Officers to focus on their primary goal-building strong client relationships.

How It Works

MyLoanBiz has partnered with Salesforce.com to offer a mortgage specific version of their award winning CRM application. Mortgage Professionals who want to utilize Salesforce.com no longer need to spend the time and money customizing it. They can simply sign up for a free 14 day trial of Salesforce.com pre-bundled with the MyLoanBiz for Salesforce.com application. If they like the application they can purchase a subscription of the bundled solution directly from MyLoanBiz without the need for any other purchases.

Features

With over 450 plus custom fields and countless other features, MyLoanBiz for Salesforce.com gives you an unparalleled CRM application for the mortgage industry.