Implemented End-to-End Customer Experience Solution for a Mortgage Enterprise
Industry:
BFSI/Mortgage
Region:
USA
Technology:
Salesforce Marketing Cloud, Sales Cloud, Finance Cloud, SMS 360, Azure DevOps
The Business Challenge
The client is a national residential mortgage company headquartered in Texas. The client desired a fully automated mortgage solution to manage its leads and opportunities.
The Solution
- Implemented a CRM solution for managing the leads and loans conversion life cycle.
- Integrated marketing cloud to run audience-specific campaigns.
- Tracked the loan lifecycle process by customizing it according to various stages.
- Developed an ETL integration for various third-party applications.
The Benefit
- Lead automation solution increased the number of leads and conversion rate.
- Salesforce Marketing cloud led to improved targeted campaigns.
- Automated solution reduced the loan processing time.
- Increase in qualified leads improved the sales closure percentage.
