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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.

FINANCIAL SERVICES // DATA

Financial Forecast: Data Cloud Potential within The Financial Services Industry

INSURANCE // AGENTFORCE

Cutting Churn Costs with Agentforce: A New Era for Insurance Retention.

INSURANCE // SALES

Securing Success: Compliance & Security in Insurance Sales with Salesforce.

SALES // DATA

Unlocking Sales Potential: The Power of Salesforce and Data Integration

Start Maximizing your Salesforce Mortgage & Lending Investment.











Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.