Your loan documentation process shouldn’t be confined by the limitations of traditional LOS systems. Let’s explore how Salesforce transforms document collection from a bottleneck into a breakthrough opportunity.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
Beyond the Basic Upload
While your LOS offers basic document storage, Salesforce unleashes intelligent automation possibilities. Imagine automatically triggering requests for missing documents, routing files to the right team member instantly, and tracking document expiration dates with automated renewal requests.
The Power of Integration
Your document collection shouldn’t live in isolation. In Salesforce, every uploaded document becomes part of a broader ecosystem. Connect documentation to customer communication history, automate status updates to borrowers, and trigger next steps in your process – all without switching systems.
Real-Time Visibility
Stop playing hide-and-seek with crucial documents. Salesforce gives your entire team instant visibility into what’s missing, what’s expired, and what’s needed next. Create dynamic dashboards that show document completion rates, bottlenecks, and team performance metrics.
Customer Experience
Transform document collection from a friction point into a smooth journey. With Salesforce Communities, borrowers get a branded, intuitive portal for secure document uploads, real-time status tracking, and instant communication with your team.
Scale Without Constraints
As your mortgage business grows, your document management should scale seamlessly. Salesforce’s flexible architecture means you can easily adapt your document workflows, add new document types, or modify requirements without being held back by LOS limitations.
A Process You Deserve
Your loan document collection process deserves more than the rigid constraints of traditional LOS systems. In Salesforce, it becomes a powerful driver of efficiency, visibility, and growth – limited only by your imagination.
The Results
- 50+ document workflows automated and deployed
- Hours saved in document processing time
- 40% decrease in missing document requests
- Seamless integration with major LOS systems and Salesforce Communities
- 60% reduction in document processing turnaround time
