6 Simple Steps to take the Easier Trail from Leads to Loans using Salesforce

What steps can lenders take to move their borrower leads to qualified loans, while they are still in the Salesforce CRM?

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Abstract:

Today’s business environment of higher interest rates, declining loan applications, and higher cost of compliance is a challenge to all lenders, as they try to win the borrower with faster pull through. Locking in business early by prequalifying a borrower is a critical component and is more important to the success of a lender than ever before

What steps can lenders take to move their borrower leads to qualified loans, while they are still in the Salesforce CRM? We thought of a 6 step journey. Come explore the trail with us

What You Will Learn:

  • Planning and mapping your leads and opportunities within Salesforce
  • Beginning the journey with credit pre-qualification
  • Solidifying the path with a loan approval from an AUS
  • Taking care of compliance and measurements
  • Lower your cost per loan, deliver a great customer service experience and simplifythe entire process to create an underwriter ready loan to your LOS