Touchless Lending Experience for Salesforce

Tavant’s Touchless Lending® Experience for Salesforce is the only Home Loan Officer/ Advisor solution built on top of Salesforce and uses Financial Service Cloud which drives the “lead to loan” process with industry-specific workflows, data & services connectors and insights.

Ensures seamless collaboration with all parties, including borrowers, realtors, internal stakeholders like processors and underwriters.

Feature set Manage Lead Funnels Efficiently o Skill and Load based Lead Routing o Intelligent Lead prioritization

Engage through Omni-channel o Communicate with borrowers based on lifecycle events on the digital channel of their choice: call, email, text or push notifications o Maintain history of all borrower communications to create a true Customer 360 view

Execute Mortgage Processes Seamlessly o Manage personalized workflows based on borrower, product preference and source channels o Map leads to opportunities and loan scenarios

Leverage Salesforce Innovation o Secured and standardized data model for data security o Salesforce’s event platform and APIs deliver customization hooks that allow the leads to adjust to your nuances without sacrificing best practices