Pulse
Platform for Ultimate Lending and Sales Efficiency
By PULSEFinance
- Rating
- 5.0
- Reviews
- 31
- Pricing
- Paid
- From $50 per user per month
- Listed since
- 2024
About Pulse
The leading solution for transaction management for Mortgage.
PULSE is a Mortgage Solution tailored for Loan Officers, Mortgage Brokers, Processors and the manufacturing of the entire loan process. It includes features like:
- Out of the box Salesforce Package that allows you to quickly get running without the need for lengthy and costly implementations
- You can receive data points and Underwriting Conditions from UWM Directly into your Salesforce application
- Referral Portal - Show off your technology to your partners, and allow them to have a direct lens into their referrals, and an easy place to submit new referrals.
- Document and Condition Management - Borrowers can upload documents directly into your branded portal, and you will receive those documents immediately in Salesforce to begin the approval process
- Drip and Milestone Marketing - Stay in touch with your borrowers as the platform automatically sends out notifications to all parties involved in the transaction, at the right time.
Highlights
- Zero Implementation Fees to get started in Salesforce for Mortgage
- Exclusive Integration options with UWM allow for greater efficiency on files for that investor.
- Tap into the full Salesforce Platform and reap its benefits.
Screenshots and videos
Pricing
Paid, from $50 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Standard PULSE User | $50 per user | Monthly |
There is a 5 user minimum for this application.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 31, 2024
- Industries
- Financial Services
- Languages
- English
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