Salesforce to Filogix Expert Two Way Integration
By WebSolo
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2024
About Salesforce to Filogix Expert Two Way Integration
Create and submit client's applications from Salesforce to Filogix
In direct collaboration with Finastra and Canadian lender companies we’ve built an application which allows mortgage advisors to create, submit and pull back client's applications from Salesforce to Filogix Expert and vice versa, using secured API connections. The application mimics Filogix Expert UI and allows mortgage brokers to work comfortably with familiar interface and do not spend time on learning new tools.
Recently Filogix released a new API version which supports Two Ways integration. This gives mortgage advisors additional capability to pull and sync updated in Filogix Expert mortgage application back to Salesforce.
Highlights
- Application supports native Salesforce flow starting from Lead to Opportunity with submission of mortgage application to Filogix Expert as a final step.
- The application mimics Filogix Expert UI and allows mortgage brokers to work comfortably with familiar interface
- Pre-validation of mortgage application to meet Filogix Expert requirements for successful submission.
- Automation to allow mortgage brokers and lenders to upload and share documents using secure form.
- Capability to let mortgage brokers to sync updated in Filogix Expert mortgage application back to Salesforce.
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 17, 2024
- Industries
- Financial Services
- Languages
- English