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Roostify for Salesforce
Salesforce to Roostify and back again. No developers needed.
Overview
The Roostify for Salesforce app helps mortgage teams seamlessly manage their loan pipelines using both Salesforce and Roostify.
Lead acquisition: Push lead data directly to Salesforce from Roostify’s DecisionBuilder and Loan Officer Pages products.
Prefill loan applications: Instantly create new Roostify loan applications and invite borrowers directly from Salesforce leads with the click of a button. Leads are automatically converted into new opportunities.
Update opportunities with captured application data: When applications are submitted, newly captured data can be mapped and sent back to the Salesforce opportunity.
The app enables leads created in Roostify to be seamlessly pushed to Salesforce, eliminating the need for manual entry or a lender-built integration. Lenders leveraging Roostify’s lead gen tool suite, including the DecisionBuilder lead capture tool, can now enjoy greater ease of use, streamlined workflows, and lower operational costs. After leads are qualified in Salesforce they can quickly converted into new Roostify loan applications with the click of a button. Once applications have been completed and submitted, newly captured Roostify data can be pushed back into Salesforce. The Roostify for Salesforce package is built using the standard Financial Service Cloud objects and is maintained by Roostify.
Categories
- Business Needs
- Finance
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package