Mortgage lending is all about serving the customer from the first contact to a smooth close. This is the fundamental change which needs to be the backbone of every customer engagement. There is no other software which handles the customer interaction and management better than Salesforce.
Mortgage Lenders using Salesforce CRM can now have a Mortgage CRM and POS (Point of Sale) with the same ‘Look n Feel’ experience as Salesforce. With powerful modules to support the Loangility POS for Salesforce, lenders can now use Loangility’s POS to seamlessly transition borrower leads to pre-qualified mortgage loans from right within Salesforce. MLO’s, support staff, and marketing can now operate in the Salesforce domain to manage and pre-qualify the opportunity before it is transitioned seamlessly to the LOS via MISMO XML integration.
Lower front end costs and improve pull through while delighting your prospects. Familiar Salesforce screens, processes, workflows, and Salesforce baseline features
Enabling the lender to do so
much more than a POS
Full 360 degree visibility to who is doing what and what is the true reality of your pipeline. Loangility improves the enterprise adoption of the Salesforce platform for the pre-qualification process eliminating additional external systems, processes and other related investments
Centralize lead management,
led by over 100+ years
Loangility, brought to you by Visionet, whose executive team has over 100+ years of experience in the mortgage and fintech domain
Provide seamless 2019
compliant 1003 creation
Be 100 % compliant and future ready including prequalification execution, credit and integrations for GSE AUS findings