Mortgage professionals across Canada are struggling with redundant data entry, spending valuable time entering the same information several times into spreadsheets, PDF forms and deal submission systems due to the lack of data synchronization between these systems. This impacts developing a unified snapshot of their customers, hindering effective marketing segmentation and personalization of digital engagement.

Join us for this webinar to learn how a 2-way integration between Filogix and Salesforce’s Mortgage CRM can help eliminate redundant data entry, accelerating the entire underwriting workflow from capturing the online loan application to streamlined document collection within an integrated CRM.

You will hear from John Burke, CEO of Burke Financial (an award-winning mortgage brokerage in Ontario) on how his team is saving more than 40% of their time while improving their customers’ experience and how they are offering a frictionless on-boarding experience to mortgage agents joining their team by

• adopting a pre-built online academy on the Salesforce platform
• automating document generation for pre-filled PDF forms
• leveraging workflow-driven e-signature tools

Hyder Mirza, CEO of CloudJunction Advisors (a Salesforce implementation firm specializing in the Canadian mortgage vertical) will share how their MortgageJunction app has helped Burke Financial leverage the most updated data from Filogix for the borrower profile, loan application and property attributes to enable more personalized marketing and prospect engagement with the powerful Salesforce marketing platform.

 

		Jacob Yoo Director, Canadian Financial Services (SMB) Salesforce

		John Burke CEO Burke Financial

		Hyder Mirza CEO CloudJunction Advisors

		Edward Tong Sr Solution Engineer (Financial Services) Salesforce