Professional Services

Comprehensive Mortgage CRM Business Services

MyLoanBiz recognizes that no two mortgage companies are exactly alike. However, at the heart of all successful lending institutions is a commitment to following a series of well defined business processes. We collaborate with our clients to develop the necessary systems to consistently deliver world class customer service. The central tool for all our development work is Salesforce.com's award winning Apex platform.

Our consulting approach is unique in that we offer both mortgage industry and technology expertise from a single source. Our services can be leveraged in any combination to best assist you in achieving your unique business objectives.

Implementation & Configuration

We understand that a CRM package only has value if your employees are utilizing it. Our many Salesforce.com implementations have taught us that the proper mapping of your CRM system to your business processes in conjunction with proper employee training is the key to maximizing user adoption. MyLoanBiz will help you develop the automated workflows, reports and dashboards that will allow you to more efficiently measure and manage your business.

Data Migration

Your most valuable information is your closed loan data. Unfortunately most mortgage companies find it is trapped inside their Loan Origination System (LOS). By moving this data to a relational database system like the MyLoanBiz for Salesforce.com application you will gain new ways to look at your information and therefore greatly expand your marketing capabilities. Refinance opportunities will be easier to identify which will lead to more closed loans, increased profits and a competitive advantage for your company.

Our data management services can help you extract your data from your LOS, clean and reformat it, and, finally, import it into the MyLoanBiz for Salesforce.com application.

Custom Application Development

There are many unique business models in the financial service industry. Unfortunately there is not always an off-the-shelf application that matches your organization's needs. Let MyLoanBiz leverage our expertise to build you a system specific to your business requirements on the Salesfoce.com Apex Platform. You will be surprised at how quickly and cost effectively a fully mature application can be designed, developed and deployed.

User & Administrator Training

Most companies think that buying and implementing a system is the hardest part. More often than not, getting your employees to utilize a new application is the biggest challenge. Studies have shown that user adoption greatly increases with the proper education and reinforcement. MyLoanBiz can train your end-users and administrators to take full advantage of the system you have invested in. Our educational services are available on-site or remotely. We will work with you to design a curriculum that meets your organization's specific needs, such as developing targeted course work based on real scenarios, delivering train-the-trainer sessions, and designing online tutorials and documentation.