Mortgage & Lending Consulting Services for Salesforce, Data & AI Success
Salesforce Mortgage and Lending meets innovation. Unify your team with a shared view of customer data and key insights — all on one connected platform. Leverage the power of financial technologies to streamline lending procedures and prioritize the customer, making your financial institution the one they trust.
Industry Leading Consulting Services to Maximize Your Salesforce Mortgage & Lending Investment
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Implementation Services
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Optimization Services
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Managed Services
Salesforce
AppExchange
G2
User Reviews
Salesforce
Accredited
FSC
G2
Mid-Market
High Performer
Benefits of Salesforce Mortgage & Lending Consulting Services
From guided applications to simple document tracking and approvals, Salesforce Mortgage and Lending gives your team the tools needed to provide elevated experiences for clients so ordinary interactions become moments that matter. Unlock your financial institution’s full potential and facilitate growth with intelligent data analytics and simplified workflows.
Superior Customer Support
Applying for a mortgage or loan can be an overwhelming process, but it doesn’t have to be. Cloud-based technologies provide borrowers, lenders, realtors, brokers, and dealers with transparency and self-service options to lend and borrow with confidence.
Streamlined Lending
Digitize the lending lifecycle from application to closing with intelligent financial technology. Integrate third party and system data onto a unified platform to create a single source of truth for clients, simplify lending processes and achieve operational mastery.
Lifelong Loyalty
Have your financial institution stand out amongst competitors with the ability to unify data from separate systems to gain valuable insight into customers’ financial profiles, relationships, and needs. When lines-of-business gaps are closed, advisors have access to valuable information for meaningful engagements and need fulfillment.
Actionable Insights
Streamline growth with intelligent predictive analytics and gain key insights into borrower and partner profiles. Because data is cloud-based, it’s easily accessible from any device with internet capabilities no matter where you work.
Maximize Productivity
Productivity tools like scheduling, project tracking and goal setting allow teams to use their time effectively and get more done in less time.
Advanced Automations
Leverage the power of Einstein AI to automate recurring and laborious work so you’re spending less time on repetitive tasks and more energy on the jobs that demand their expertise.
Trusted & Proven to Deliver Results For Our Financial Services Clients
Insurance | Optimization | Training
Benefytt Remedied Integrations & Improved Sales Numbers
Insurance | Implementation | Managed
Sales & Support Automation Improved Sutter Health Plus KPIs
Insurance | FSC | Mulesoft | Pardot
Reduced the Manual Work for the Marketing Team by 50%
Mortgage & Lending Salesforce, Data & AI Leading Partner Expertise
For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.
