Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries.
Learn moreIncrease borrower satisfaction with a lending & mortgage CRM.
Simplify lending from origination to service with a purpose-built lending and mortgage CRM. Use AI and data to build trust and grow relationships, while improving efficiency with automation. Drive borrower satisfaction through personalization and accelerate approvals with streamlined digital processes.
Streamline digital lending.
Ensure a better experience by streamlining operations, enhancing speed, and creating transparency on an end-to-end, connected lending and mortgage CRM platform.
How mortgage CRM software works:
Gain visibility into all financial holdings and borrower activities from a single view.
Create a transparent process to inform borrowers, manage key documentation, and collaborate across teams.
Deliver at speed by automating and streamlining processes from origination to close.
Build your lending solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Revenue Cloud
Grow quickly with flexible revenue models and reduce operational costs by automating policies, controls, and processes at scale.
Keep up with the latest mortgage and lending trends, insights, and conversations.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Mortgage CRM & Lending FAQ
Salesforce is used by mortgage banks, traditional banks, credit unions, non-bank lenders, and other lenders for loan pipeline management, onboarding, borrower communications, service capabilities, and more. Our purpose-built mortgage CRM streamlines operations and improves borrower and lender experiences.
Lenders see many benefits, including automated approval processes and document management, improved product recommendations based on customer needs and preferences, increased borrower satisfaction, and scalability as business evolves. This drives more loyalty and better return on investment.
Yes, our platform is flexible and can integrate with various lending systems, Loan Origination Systems (LOS), and third-party applications to create a cohesive and unified workflow.
Lenders can navigate the complexities of risk management and compliance with capabilities such as data analytics and AI, workflow automation, risk assessment, monitoring, and mitigation. Our platform empowers financial institutions to stay ahead of emerging risks and seamlessly adhere to industry regulations.
A mortgage CRM helps teams manage borrower relationships, analyze interactions, centralize data, and so much more. This helps lenders better understand customers and provide tailored financial services, while streamlining operations and driving growth.
