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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.

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

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

Provide seamless 2019
compliant 1003 creation

Be 100 % compliant and future ready including prequalification execution, credit and integrations for GSE AUS findings

loangility-pos

Modules & Key Features

Loangility POS for Salesforce provides a layer over your existing Salesforce CRM and extends your Salesforce CRM to a fully functional Mortgage CRM with all the relevant terminologies that you are familiar with. 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

Modules & their Features

Loangility POS for Salesforceprovides  awrap around layer over your existing Salesforce CRM and converts your Salesforce CRM to a fully functional Mortgage CRM with all the relevant terminologies that you are familiar with. 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
  • Syncyour 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

Business Benefits

  • Increase pull through by focusing on the borrower
  • Seamlessly extend the value of your salesforce investmentto lend more and close faster
  • Increase business insights across the entire origination process
  • Eliminate the need for MLO’s to access you LOS
  • Increase your digital footprint with your borrowers
  • Retain your customized branding while providing all the features of Salesforce
  • Lower your marketing cost while increasing efficiency and transparency
  • Keep your borrowers, MLO’s up to date with instant notifications on their mobile device
  • Convert all your pre-qual data to a compliant 1003 application in minutes
  • Seamless integration with your enterprise LOS system