Product Overview

Salesforce.com Pre-Configured for Mortgage Lead Management

MyLoanBiz for Salesforce.com is a preconfigured version of Salesforce.com specifically designed to assist retail mortgage companies in the management of mortgage leads. The application is available in both forward mortgage and reverse mortgage editions. It delivers all the benefits of Salesforce.com, the worlds leading CRM platform with out the cost and time of customizing Salesforce.com for the mortgage industry. The application was designed to be straight forward and easy to use. Loan agents work from an intuitive interface that allows them to quickly and easily sort through their mortgage leads. Management can track which lead providers are delivering the most return on investment. The system can automatically deliver email campaigns and generate follow up tasks via a rules-based workflow engine.

Pre-Built Connectors with Major Lead Providers

MyLoanBiz has integrated Salesforce.com with the industries major mortgage lead providers. As part of our service offering we manage and update these integrations points for you. Due to the unique architecture of our Enterprise Integration Service (EIS) additional lead providers can be easily added regardless of delivery format. Lead providers we are currently integrated with include:

Call Center Capabilities

Since Salesforce.com was built to play well with others, the MyLoanBiz for Salesforce.com application will plug right into your call center. Deployment and integration headaches are a thing of the past�Salesforce.com's call center capabilities allow for seamless computer telephony integration to help you leverage your existing infrastructure and integrate seamlessly with your contact centers to improve call handling, response times, and agent performance. You can directly integrate your telephone network into Salesforce and access it entirely through the familiar, browser-based Salesforce interface. You can seamlessly integrate with the most popular call center technologies including Cisco, Nortel, Avaya, Alcatel, Genesys, and on-demand call center vendors like Avaya On Demand, Pandora, and Five9. Screen pops based on automatic number identification (ANI) or interactive voice response (IVR) and click-to-dial can appear throughout the application. A customizable softphone facilitates more efficient lead follow up.

Workflow Automation

Efficiently manage your business processes by triggering alerts and automating redundant tasks so that you are always delivering a consistent customer experience. Build email campaigns to ensure proper lead follow up through out the sales process by leveraging time-based workflow rules.

Reporting and Dashboards

Managers can track specific performance metrics via pre-configured reports that allow for quick analysis of lead pipeline, lead source productivity and agent performance. Customizable dashboards provide a real-time view of your business and can be automatically emailed to users at specific time intervals.

Encompass and Fannie Mae Integration

A bi-directional integration module to Ellie Mae's Encompass loan origination software is available (only for our Forward mortgage edition) as well as the ability to export lead data to a Fannie Mae DU 3.2 format.

Pricing

Please call us at 773-661-4100 or email us at sales@myloanbiz.com for pricing information, volume discount may apply.