Pulse : Platform for Ultimate Lending and Sales Efficiency
The leading solution for transaction management for Mortgage.
Overview
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.
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.
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.
Categories
- Business Needs
- SalesFinanceMarketing Automation
- Industries
- Financial Services
- Personas
- Business Operations ManagerBusiness UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsCommunity BuilderManaged PackageLightning App Builder