Industry Expertise:

Salesforce for Mortgage & Lending

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.

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Access Global Group will help you find the solution that’s right for you
and maximize your Salesforce for Mortgage & Lending investment

1. Salesforce for Mortgage & Lending Optimization Services

2. Salesforce for Mortgage & Lending Implementation Services

3. Salesforce for Mortgage & Lending Integration Services

4. Salesforce for Mortgage & Lending Support Services

You’re in good company!

Industry Expertise - Insurance-Logos

Start maximizing your salesforce investment today!

Elevate the Borrower’s Experience

From guided applications to simple document tracking and approvals, Salesforce for Mortgage and Lending gives your team the tools needed to provide elevated experiences for clients so ordinary interactions become moments that matter.

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.



“Great Partner to Work With”

“We began our relationship with Access Global Group actualizing Contract Life cycle Management. From our underlying undertaking, we have since ventured into Sales Process improvement for the Seller Journey in Sales Cloud, Process Automation, Configure Price Quote (CPQ), Integration with SAP, Lightning Experience Transition, Reporting/Dashboards, Einstein Analytics and Marketing Cloud.”

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“In just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. Despite Salesforce being an integral part of their organization, they became quickly overwhelmed trying to balance their personal growth with managing the robust system that is Salesforce.”





“Our engagement with the partner has been extremely satisfying”

“Partner has always pro-actively helped us take our technology landscape to the next level by helping us apply best practices.”

AppExchange 5-Star Community Review





Farmers Insurance partnered with Access Global Group to improve their sales processes by optimizing their Salesforce Sales Cloud, real-time tracking and much more!



Accelerate your Business

Unlock your financial institution’s full potential and facilitate growth with intelligent data analytics and simplified workflows.

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.

Salesforce for Mortgage & Lending

Innovation done your way. Uncover the power of purpose-built insurance technology to not only exceed customer expectations, but to also bring insurers and policyholders together all on one unified platform. Do more in less time with Financial Services Cloud.

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