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Roostify for Salesforce

By Roostify, Inc.

Salesforce to Roostify and back again. No developers needed.

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Business Need
Finance

The Roostify for Salesforce app helps mortgage teams seamlessly manage their loan pipelines using both Salesforce and Roostify.

Highlights

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.

Provider Details

Roostify, Inc.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

To use this app you must be a Roostify subscriber.