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?

Lead Maturation for Mortgage Professionals

Your Mortgage Loan Collaboration Platform

$1   USD/user/month
Business Need
Finance

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Lead Maturation for Mortgage/Release v0.20 0.20.0
Listed On
05/24/2021
Latest Release
03/03/2022
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
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: 16
Custom Tabs: 9
Custom Apps: 2
Lightning Components
Global: 11
App Builder: 0
Community Builder: 0
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.
0.20.0
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.
05/24/2021

Additional Details

A top originating broker and software engineers teamed up to solve one of the mortgage industry's biggest problems, like siloed data and needing to login to multiple systems, spending too much time chasing loan documents, and training staff. Every step of the loan process is integrated into one system, such as tailored tasks, automated communication, dashboards for every role, instant pricing quotes, and more. Our robust platform includes: + CRM + POS + PPE + AUS- coming soon! + LOS- coming soon! + Lead Aggregation + All 3 Bureau Credit Pulls + Dialer and complete Call Center + Automated SMS Marketing + Automated Email Marketing + Realtor portal- coming soon!

Need help?

Lead Maturation Inc

WALNUT CREEK CA 94598