Pulse, the SaaS solution for Salesforce’s mortgage CRM, recently announced it’s partnering with Reggora. The partnership allows lenders to manage their appraisals directly from Salesforce along with Reggora’s core functionality that is now available inside the CRM on its own or in conjunction with an LOS, to make their appraisal process much more efficient, according to a press release from Reggora CEO Brian Zitin.
“Now, a loan file flows through Salesforce and, once your criteria for an appraisal order is met, it automatically triggers an order in Reggora,” Zitin said in the release. “Your team sees the status of the order, can communicate with all stakeholders on the order, and easily manage the order through completion. All within the CRM.
“We now have a few lenders live on the integration and it’s been fantastic to hear the positive feedback from their teams,” he added. “Pulse has been a great integration partner on each project, and their industry expertise helps customers set their Salesforce instance up in a way that truly meets the unique needs of a mortgage lender. We’re able to extend that to the appraisal process quickly and easily.”
Zitin then addressed what one can now do within Salesforce and cover some of the common problems it solves.
Reggora’s integration with Salesforce allows mortgage lenders to automatically order appraisals using configurable triggers within the CRM, the CEO said in the release. This allows users to ensure appraisals are ordered at the right stage of the loan process, based on criteria they set at the loan file level. This simple automation can cut days out of the appraisal process and frees the team up to work on high value tasks. As always, production staff are notified when this happens (and every time the appraisal’s status changes on their loan).
“Gone are the days of juggling multiple platforms to check appraisal statuses. Now, every appraisal's status is visible directly within Salesforce,” Zitin said. “Instantly see when the inspection has been scheduled, payment is collected, the report is completed, and much more. This allows operations staff to make sure the order is moving along correctly and allows production staff to answer any borrower questions without waiting for a response from ops.”
There is also streamlined communication within Salesforce, along with automated borrower payment collection, exception-based pipeline management through Salesforce reports and integration with CRM and LOS together.
“With multiple stakeholders involved – production, ops, appraiser, borrower communication can become a problem quickly. Reggora’s integration ensures that all stakeholders involved in an appraisal can communicate efficiently within Salesforce’s Conversation Log,” Zitin said. “This centralized communication streamlines interactions, reduces misunderstandings, and saves everyone from another painful game of phone tag. Of course, production staff are prevented from communicating directly with the appraisal vendor in order to remain compliant with industry regulations and your organization’s unique policies.”