MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CANDID.

By CANDID.

A Mortgage Marketing Platform for the Modern Loan Originator.

Starting at $300   USD/user/month
Business Need
Finance

Automating the home financing journey and revolutionizing the post closing experience, CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses.

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
CANDID/Jan 2022 1.153.0
Listed On
02/08/2022
Latest Release
03/04/2022
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 38
Custom Tabs: 15
Custom Apps: 1
Lightning Components
Global: 63
App Builder: 34
Community Builder: 19
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.153.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/07/2022

Additional Details

CANDID’s end-to-end solution powers the Modern Loan Originator and their team. Here’s how: REALTOR-GENERATED PRE-APPROVAL LETTERS Empower your Realtor partners with 24/7 access to update & download Pre-Approval Letters, calculate closing costs & more. AI-POWERED REFINANCE ENGAGEMENTS CANDID identifies refinance opportunities and reaches out to clients on your behalf, eliminating the need for cold-calling. REALTOR CLIENT DASHBOARDS Provide your realtor partners with real-time insight into their client’s financing status. ONE CLICK UPDATES & ORDERS Order Title, Homeowner’s Insurance and POA's, send instant text updates to clients, and email updates to your clients, buyer’s agents, listing agents and more. AUTOMATED DAILY TASKS Eliminate the guesswork in your daily to-dos, auto-assign responsibilities and keep your team working in sync. CLIENT BIRTHDAY CELEBRATIONS Automate handwritten, co-branded birthday cards to keep you and your Realtor partners in front of your clients. HOME VALUE CELEBRATIONS Data-driven, co-branded home value celebrations that stir interest and start conversations with your clients.

Need help?

CANDID.

Nashville, TN

Other ResourcesEmailTerms & Conditions