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Pulse : Platform for Ultimate Lending and Sales Efficiency

By PULSE

The leading solution for transaction management for Mortgage.

Starting at $50   USD/user/month
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Industries
Financial Services
Business Need
Sales
Finance
Marketing Automation
Requires
Sales Cloud

Efficiently manage leads, automate milestones, and seamlessly integrate with nation's #1 Wholesale Mortgage Lender. Streamline lead prioritization, communication, UW conditions, and docs via Borrower and Realtor Portals. Optimize your lending with PULSE.

  • Sales Collateral - Debt Consolidation Tool

  • Loan Officer Conditions and Borrower Portal Uploads

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
PULSE/ver 0.57.0 0.57.0
Listed On
01/31/2024
Latest Release
02/11/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 46
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 43
App Builder: 18
Community Builder: 10
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.25.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/31/2024

Additional Details

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.

Need help?

PULSE

Onboarding Documentation: https://imbus-tech.scrollhelp.site/pcd/ YouTube Chanel : https://www.youtube.com/@PULSE_Support

Other ResourcesEmailTerms & Conditions