120 likes | 126 Views
Our Mortgage CRM is differentiated by:<br><br>u2022 Rich, personalized, and intuitive user experience via stunning<br>guided screens for the loan team<br><br>u2022 Business friendly configuration app - Intuitive setup process walks<br>business users thru a highly personalized experience to fit your business<br>process needs<br><br>u2022 Provides u201cinformationu201d versus u201cdatau201d to help Mortgage Loan Officers<br>sell more at their most productive state<br><br>u2022 Takes advantage of the Salesforce platform innovations to rapidly<br>deliver mortgage industry contextualized innovations and time saving<br>capabilities.
E N D
1 Making Technology work for Humans
2 Worlds first integrated, end to end, loan team optimization platform. Our Vision: By applying a Single Pane of Glass Philosophy to our UI, and applying a deep understanding of customer workflow, communications channels, and Artificial Intelligence we can extend human abilities to achieve significant business outcomes for our customers. Our Value: inflooens enables loan teams to capture data, analyze, and assess risks immediately to deliver loan results rapidly, delighting customers, while saving time & money. https://www.inflooens.co m Built on the #1 Customer Success Platform
Industry Challenges 3 The heavily regulated Retail Mortgage industry is complicated with fragmented IT systems Process Account management is clunky and fragmented Complexity creates repetitive work and errors. Manually intensive post closing processes Ineffective marketing and partner performance monitoring Lack of transparency towards customers Hard to gather financial information What Employees are saying
The Problem Typical Lender IT Systems 4 Industry Disjoint User Experience Growing Processing Times Poor Customer Experience Low Margins API Data Warehouse CRM System Integrations Cost of Complianc e Speed to Market Business Rules Engine Loan Origination System Business Intelligence and Analytics Product Configuration & Pricing System Internet Portals Document Management System Process Fragile IT Environment Point to Point Integrations No Single Source of Truth Multiple Vendors
Our Approach 5 Deliver a unified low-cost environment to help lenders close loans rapidly Worlds first integrated, end to end, loan team optimization platform. • Create a compelling customer experience • Driving significant business outcomes • Enabling transformation of Mortgage Processes • Enabled by inflooens Application Suite & Empower Framework • Powered by Salesforce platform • Delivered by Channels and Partners
Our Solution Integrated by Design 6 35% Reduction in Loan Process Compelling Customer Experience Consistent User Experience Increase in Margins Solution Suite Post Closing Automation Loan Servicing CC Predictive Analytics Sales Perf Mgmt Loan Pricing & Quotation Client Portal inflooens provides a unified low-cost environment to help lenders close loans rapidly Mortgage CRM Origination Enable Loan teams to initiate, analyze, and access risks to deliver loan results in one day Timeline Cards Process Navigator Lighting Objects 360º Cards Infooens Empower Framework Data Sync Interactive Charts Data Config Integration Plug In Data Catalog Postcards Providing a unique user experience to extend human abilities and achieve significant business outcomes Extending Technologies Adobe After Effects AWS Blockchain Amazon S3 While saving time, effort, & money across the full loan lifecycle Salesforce Emerging Leveraging the reliability, availability and technological innovation of the Salesforce platform Bots Predictive Analytics Salesforce Blockchain Natural Language Processing Artificial intelligence Optical Character Recognition Salesforce Force.com PLATFORM Core Heroku (DEV OPS) Lightning UI Mulesoft Shield Analytics (BI) (INTEGRATIONS) (SECURITY) Integrated Solution High Reliability Scalable Single Source of Truth Single Vendor
The inflooens Loan Team Optimization Platform 7 Empowering The Loan Team Increasing Referrals Growing Customers Single Source of Truth Reducing Effort Optimizing Time 10x faster processing of loans Productivity gains of up-to 35% 75% lower TCO of IT Systems >30% over 3 years >30% over 3 years • True 360 view of Customers, Partners, and the Loan Lifecycle • Compliance Integrated into the core • Optimized & Consolidated IT costs with easy subscription based model. • Same Day Loan Decisions • Outcomes focused Automation • Intelligent Advisors to empower agents • Efficiently walks the user through the process and integrated task reminder. • Based on next generation technologies. Personalized Sales & Marketing capability that is user friendly. Distinguished customer experience. A fast, transparent service to customers and agents. Simple charts to demonstrate effectiveness of partner relationship. • • • •
Simplifying the Loan Team’s business Empowering users to connect the dots.. 8 Intuitive User Experience End-2-End Capabilities Tailored to Need via point and click configurations Demo Time Built on the #1 Customer Success Platform
9 THANKS YOU!!! THANKS YOU!!!
A glimpse into inflooens CRM Empowering users to connect the dots.. 10 Customer 360 Dashboard Guided Loan Journeys
A glimpse into inflooens CRM Empowering users to connect the dots.. 11 Business Partner Dashboard Actionable - Easy to read interactive charts
A glimpse into inflooens CRM Empowering users to connect the dots.. 12 Business User-Friendly Configurations Real-Time Campaign Performance monitoring