Mortgage

Enhancing Customer Experience in Financial Services through Personalization

In today's competitive financial services sector, exceeding customer expectations requires personalization. With Salesforce Financial Services Cloud, institutions can tailor experiences to understand individual needs and preferences, fostering loyalty and driving growth. Reach out to the experts ...

Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

At Vantage Point Consulting, we worked alongside Cornerstone First Mortgage in helping them transition from Pipedrive to the Salesforce Financial Services Cloud. Our expertise enabled them to quickly and efficiently reach their goals and improve their operations and customer service.

Making the Transition from Jungo to Salesforce Financial Services Cloud

Making the transition from Jungo to Salesforce Financial Services Cloud (FSC) for Mortgage can bring numerous benefits to your financial services organization. From increased efficiency and better data management to improved customer experience and enhanced collaboration, the advantages of this m...

Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

As a mortgage banker, it's crucial to have a streamlined process for loan origination and management. In an industry where time is money, having access to accurate and up-to-date information is vital to keeping your loan pipeline on track. a Calyx Path and Salesforce integration can provide a rob...

Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo

When it comes to selecting a customer relationship management (CRM) platform for the mortgage industry, two top choices are Salesforce Financial Services Cloud (FSC) for Mortgage and Jungo. Both offer powerful and sophisticated features tailored to the needs of the mortgage sector, but if you’r...