5-Star Ratings on G2 User Reviews AppExchange
Mortgage & Lending Consulting Services for Salesforce, Data & AI Success.
Salesforce Mortgage and Lending meets innovation. Unify your team with a shared view of customer data and key insights — all on one connected platform. Leverage the power of financial technologies to streamline lending procedures and prioritize the customer, making your financial institution the one they trust.
OUR MORTGAGE & LENDING SERVICES
Comprehensive Salesforce Mortgage & Lending Consulting for Every Step of Digital Transformation.
01.
Implementation Services
Having a strong foundation is critical for organizational growth. AGG’s team of experts will work with you to ensure that your system is tailored to best suit your industry specific needs. Our innovative implementation process promotes longevity and overall growth within your company.
02.
Optimization
Services
Improve your infrastructure performance, efficiency and scalability with Access Global Group’s Optimization Services. A team of experts will analyze your current Salesforce system to ensure that it’s a good fit for the current status of your business model. Maximize your investment today!
03.
Managed
Services
Talk to us – we’re here to help. Access Global Group wants to see you succeed and offers a variety of support services to best suit your business model and specific needs. Expert guidance covers a wide range of challenges faced in a technological ecosystem.
THE BENEFITS OF OUR SERVICES
Benefits of a Salesforce Mortgage & Lending Expert Partnership.
From guided applications to simple document tracking and approvals, Salesforce Mortgage and Lending gives your team the tools needed to provide elevated experiences for clients so ordinary interactions become moments that matter. Unlock your financial institution’s full potential and facilitate growth with intelligent data analytics and simplified workflows.
Superior Customer Support
Applying for a mortgage or loan can be an overwhelming process, but it doesn’t have to be. Cloud-based technologies provide borrowers, lenders, realtors, brokers, and dealers with transparency and self-service options to lend and borrow with confidence.
Streamlined Lending
Digitize the lending lifecycle from application to closing with intelligent financial technology. Integrate third party and system data onto a unified platform to create a single source of truth for clients, simplify lending processes and achieve operational mastery.
Lifelong Loyalty
Have your financial institution stand out amongst competitors with the ability to unify data from separate systems to gain valuable insight into customers’ financial profiles, relationships, and needs. When lines-of-business gaps are closed, advisors have access to valuable information for meaningful engagements and need fulfillment.
Actionable Insights
Streamline growth with intelligent predictive analytics and gain key insights into borrower and partner profiles. Because data is cloud-based, it’s easily accessible from any device with internet capabilities no matter where you work.
Maximize Productivity
Productivity tools like scheduling, project tracking and goal setting allow teams to use their time effectively and get more done in less time.
Advanced Automations
Leverage the power of Einstein AI to automate recurring and laborious work so you’re spending less time on repetitive tasks and more energy on the jobs that demand their expertise.
CUSTOMER SUCCESS STORIES
Reimagining Possibilities & Building Trust Together.
Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.
INSURANCE // Insurance Industry
Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.
BANKING // SYSTEM INTEGRATIONS
Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.
PUBLIC SECTOR // CASE MANAGEMENT
Connecting Care: How Salesforce Transformed Massachusetts Health
HEALTHCARE // SERVICE CLOUD
Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud
WEALTH MANAGEMENT // REPORTING
Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.