Retail Mortgage Salesforce Transformation

Retail Mortgage Salesforce Transformation

  • Transition from Service Cloud licenses to Sales Cloud to optimize Sales Process for 1600 users.
  • Increased 1st contact rate and lead conversion by 10% by introducing Sales Engagement Automation
  • Improved adoption and usage of the platform by simplifying their workflow and connecting their systems via a single view
  • Integrated Einstein Activity capture into the process to drive automation
  • Launched a simplified mobile app with layouts focused on supporting loan officers connecting with their partners and clients.
  • Integrated Production Assistants for loan officers into Salesforce to reduce security risks.
  • Optimized integration with Marketing Cloud to integrate First Time Home Buyer and Credit Repair customer journeys.


  • loanDepot

  • 02/23/2024

Aging Salesforce Service cloud focused platform, to a sales automation powerhouse!