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With the Loangility POS (Point of Sale) solution for Salesforce CRM, lenders can now convert borrower leads into pre-qualified mortgage borrowers without ever leaving the Salesforce CRM. Loangility POS for Salesforce provides a layer over a lender’s existing Salesforce CRM and extends it to serve as a fully functional Mortgage CRM with all the relevant terminologies that they are familiar with

Modules & Key Features

Loangility comes with several powerful modules:

  • Run Joint & Individual credit reports inside your Salesforce CRM prequalifying them from right within the Loangility POS
  • Accelerate the right conversations with qualified borrowers, and extend drip campaigns for unqualified borrowers
  • Convert qualified leads into opportunities
  • Simplify the marketing and sales efforts and enhance the borrower experience to inform and quickly prequalify borrowers for credit real time while they are on the phone
  • Get your loan pre-qualified with Fannie’s DU & Freddie’s LPA AUS engines. Accelerate your secondary market transactions, better inform your borrowers and processing staff up-front while talking to the borrower
  • Significantly accelerate pull through rates, loan closing predictability
  • Expand your secondary market efforts and fundability with respect to loan pipelines and pricing
  • Finalizing your loan estimate, cost, terms with the borrower
  • Sync your data with your enterprise LOS
  • Keeping your borrowers, MLO’s up to date with instant notifications on loan status
  • Integrated mobile and digital solutions for connecting all parties of the transaction to loan status, to do’s messaging, offers, requirements and documentation
  • Provide real-time chatter between MLO’s, processors, underwriters and your borrowers
  • Allow borrowers more self-help options and ability to upload documents via mobile devices
  • Convertall your pre-qual data to a 2019 compliant 1003 application
  • Can be prepopulated from credit or other data sources
  • Provides automation to other data sources and validations
  • Portable to other supporting applications, vendor ordering, workflow and messaging, chat
  • Seamless MISMO compliant data and document flow to your LOS
  • Run Joint & Individual credit reports inside your Salesforce CRM prequalifying them from right within the Loangility POS
  • Accelerate the right conversations with qualified borrowers, and extend drip campaigns for unqualified borrowers
  • Convert qualified leads into opportunities
  • Simplify the marketing and sales efforts and enhance the borrower experience to inform and quickly prequalify borrowers for credit real time while they are on the phone
  • Get your loan pre-qualified with Fannie’s DU & Freddie’s LPA AUS engines. Accelerate your secondary market transactions, better inform your borrowers and processing staff up-front while talking to the borrower
  • Significantly accelerate pull through rates, loan closing predictability
  • Expand your secondary market efforts and fundability with respect to loan pipelines and pricing
  • Finalizing your loan estimate, cost, terms with the borrower
  • Sync your data with your enterprise LOS
  • Keeping your borrowers, MLO’s up to date with instant notifications on loan status
  • Integrated mobile and digital solutions for connecting all parties of the transaction to loan status, to do’s messaging, offers, requirements and documentation
  • Provide real-time chatter between MLO’s, processors, underwriters and your borrowers
  • Allow borrowers more self-help options and ability to upload documents via mobile devices
  • Convertall your pre-qual data to a 2019 compliant 1003 application
  • Can be prepopulated from credit or other data sources
  • Provides automation to other data sources and validations
  • Portable to other supporting applications, vendor ordering, workflow and messaging, chat
  • Seamless MISMO compliant data and document flow to your LOS
loangility-pos

Business Benefits

loangility-pos

Business Benefits

Extend your Salesforce to the Mortgage lending

  • 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
  • Increase pull through by focusing on the borrower

Centralize lead management,
led by over 100+ years
experience

  • Loangility, brought to you by Visionet, whose executive team has over 100+ years of experience in the mortgage and fintech domain
  • Increase business insights across the entire origination process
  • Lower your marketing cost while increasing efficiency and transparency
  • Keep your borrowers, MLO’s up to date with instant notifications on their mobile device

Provide seamless 2019
compliant 1003 creation

  • Be 100 % compliant and future ready including prequalification execution, credit and integrations for GSE AUS findings
  • Convert all your pre-qual data to a compliant 1003 application in minutes
  • Seamless integration with your enterprise LOS system

Extend your Salesforce to the Mortgage lending

  • 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
  • Increase pull through by focusing on the borrower

Centralize lead management,
led by over 100+ years
experience

  • Loangility, brought to you by Visionet, whose executive team has over 100+ years of experience in the mortgage and fintech domain
  • Increase business insights across the entire origination process
  • Lower your marketing cost while increasing efficiency and transparency
  • Keep your borrowers, MLO’s up to date with instant notifications on their mobile device

Provide seamless 2019
compliant 1003 creation

  • Be 100 % compliant and future ready including prequalification execution, credit and integrations for GSE AUS findings
  • Convert all your pre-qual data to a compliant 1003 application in minutes
  • Seamless integration with your enterprise LOS system