Touchless Lending Experience for Salesforce
Manage home-loan leads, borrower communications and mortgage processes within Salesforce Service Cloud.
TavantFreemium
Roostify for Salesforce
by Roostify, Inc.SalesforceFreemium
Connects Roostify leads and loan applications with Salesforce Service Cloud.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Roostify for Salesforce transfers leads from Roostify lead-generation tools into Salesforce. Qualified leads in Salesforce can be used to start Roostify loan applications and invite borrowers, while also becoming opportunities. Data from submitted applications can be mapped to the related Salesforce opportunities. The package uses Salesforce objects for Financial Services Cloud and is maintained by Roostify.
Key capabilities
from the Salesforce AppExchange listingLead data transfer
Sends lead information from Roostify's DecisionBuilder and Loan Officer Pages products to Salesforce.
Loan application creation
Creates Roostify loan applications and borrower invitations from Salesforce leads.
Opportunity conversion
Converts Salesforce leads into opportunities when new Roostify loan applications are created.
Application data updates
Maps information captured in submitted Roostify applications to Salesforce opportunities.
Who it's for
The add-in is for lenders using Roostify with Salesforce.
How it compares
Roostify for Salesforce transfers leads from Roostify products, creates Roostify loan applications from Salesforce leads, and sends submitted application data to Salesforce opportunities. Touchless Lending Experience for Salesforce is described as supporting the lead-to-loan process through industry-specific workflows, data and services connectors, and insights.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Touchless Lending Experience for Salesforce | Freemium | Cloud |
In the catalog
15 plugins in Service Cloud · Finance
Price distribution: 1 free, 4 freemium, 10 paid
Pricing & deployment
Platform
Salesforce
Product
Service Cloud
Deployment
Cloud
Pricing
Freemium
Similar plugins in Service Cloud · Finance
View all 15 →
Jet Interactive Softphone Dialer
Handle Australian calls and mobile texts in Salesforce Service Cloud, with automatic records, recordings and AI summaries.
Jet Interactive Pty LtdFreemium
Amazon Connect CTI Adapter: CTI | Contact Center | IVR | ACD | Call Recording
Connects Amazon Connect contact-center services with Salesforce Service Cloud.
Amazon Web Services (Partner Network)Free
Birdie - Screen Recording
Request and share screen recordings from customers within Salesforce Service Cloud cases.
ZestFree
What the vendor says
«The app enables leads created in Roostify to be seamlessly pushed to Salesforce, eliminating the need for manual entry or a lender-built integration. Lenders leveraging Roostify’s lead gen tool suite, including the DecisionBuilder lead capture tool, can now enjoy greater ease of use, streamlined workflows, and lower …»