Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
CANDID.
by CANDID.SalesforcePaid
Manage loan origination workflows in Salesforce Platform with pre-approval letters, partner dashboards, tasks, orders, and client communications.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
CANDID supports loan originators and their teams from lead through contract and closing. Realtor partners can update and download pre-approval letters, calculate closing costs, and view client financing status. The product identifies refinance opportunities, reaches out to clients, supports title, homeowner’s insurance, and POA orders, and sends text and email updates. It also automates daily tasks and coordinates communication among teams, referral partners, and clients.
Key capabilities
from the Salesforce AppExchange listingPre-approval letters
Realtor partners can update and download pre-approval letters and calculate closing costs.
Refinance outreach
CANDID identifies refinance opportunities and reaches out to clients.
Partner dashboards
Realtor partners can view their clients’ financing status through dashboards.
Orders and updates
Teams can order title, homeowner’s insurance, and POAs and send text and email updates.
Task assignment
Daily tasks can be automated and responsibilities can be assigned to team members.
Birthday cards
The product automates handwritten, co-branded birthday cards for clients.
Home value celebrations
The product provides data-driven, co-branded home value celebrations.
Who it's for
Modern loan originators, their teams, and Realtor partners.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«CANDID’s end-to-end solution powers the Modern Loan Originator and their team. Here’s how: REALTOR-GENERATED PRE-APPROVAL LETTERS Empower your Realtor partners with 24/7 access to update & download Pre-Approval Letters, calculate closing costs & more. AI-POWERED REFINANCE ENGAGEMENTS CANDID identifies refinance …»