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Santa Clara, CA, USA, Feb, 2020 -- Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders gain an integrated view of their pipelines across various locations nationwide.
Built on the Salesforce Platform, FinLeads is currently available on AppExchange.
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"We are extremely proud to be a long-term partner to Tavant as we continue to innovate across our technology platform. Tavant has helped us to achieve great integration outcomes and create a better customer experience. With data integrated from multiple sources on one platform, we are driving total autonomy for our loan officers with a single pane of glass through FinLeads to see leads from referral sources, actions by prospects on the borrower portal and loan milestones from the LOS. We are moving from a loan-centric view to a more customer-centric view that gives our sales team members greater control through a digital approach," said Walt Carter, Chief Digital Officer, Homestar Financial Corporation.
"We are delighted to offer FinLeads via Salesforce AppExchange to empower more users with intelligent and results-driven sales enablement ability. A unified view reduces the need for loan officers to navigate multiple systems, often repeating the same workflow across a CRM, point of sale, and then a loan origination system. It improves sales funnel efficiency, accelerates loan closure, and provides enhanced lending experience. FinLeads’ powerful analytical features can enable customers to intelligently support the selling process and help the business increase productivity and win more deals. With FinLeads, customers can immediately experience the benefits of our platform directly within Salesforce," said Samya Ghosh, Head of Digital Practice, Tavant.
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Posted by Veronica Silva Cusi, news correspondent
Source: https://www.businesswire.com
About Salesforce:
Salesforce.com delivers software-as-service offering a family of on demand solutions for integrated sales force automation, campaign management, customer service and support, and document and file management to help companies meet the complex challenges of global customer communication. The company has introduced sforce, a new service that will change how applications are built as significantly as salesforce.com changed how applications are delivered.
Published: Friday, February 14, 2020
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