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Salesforce to Filogix Expert Two Way Integration
Create and submit client's applications from Salesforce to Filogix
- Industries
- Financial Services
- Business Need
- SalesIT & AdministrationFinance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
The "Salesforce to Filogix Expert Two Way Integration" solution was built in partnership with Finastra financial software company to let mortgage advisors create and submit client's applications from Salesforce to Filogix.
Highlights
Application supports native Salesforce flow starting from Lead to Opportunity with submission of mortgage application to Filogix Expert as a final step.
The application mimics Filogix Expert UI and allows mortgage brokers to work comfortably with familiar interface
Pre-validation of mortgage application to meet Filogix Expert requirements for successful submission.
Automation to allow mortgage brokers and lenders to upload and share documents using secure form.
Capability to let mortgage brokers to sync updated in Filogix Expert mortgage application back to Salesforce.
Provider Details
We have been providing Salesforce Consulting and have gained tons of experience from various clients performing successful Salesforce implementations. Websolo is a team of experts in professional Salesforce Setup and Implementation, advanced Force.com development, and multi-platform Integration and Data Migration. Websolo’s team is proficient in Lightning and has experts in Salesforce Communities & Force.com Sites. We will without a doubt deliver the best possible solution, created on Salesforce for your business requirements. We have an impressive list of cutting-edge Salesforce implementations for financial, insurance, communications and manufacturing companies.
Pricing Details
You can fully use this solution without payment.