Mortgage Journey Orchestration
Business Need / Challenges
Journey Orchestration for Loan Application
Reimagine Customer Onboarding Processes to build Journeys for Mortgages
- Solutioned through dynamic, channel-specific Questions asked to Applicants to complete the Application and meet the Bank / NBFC requirements along with meeting FCA regulations
- Facilitation of sequencing of the set of questions for a particular journey while rearranging the same for another journey
- Error Framework managed via different messages (warning, notification, etc.) informing and directing user to the next action
- Version Control for journeys managed and saved in PDF format (Audit history applicable to specific fields including question)
Typical Customer Onboarding process
Business Value Adds
Why Coforge for Salesforce?
Coforge is a trusted Partner to Salesforce (MuleSoft) since 2008, delivering domain-specific, business outcome focused solutions to our Global customers. Equipped with 300+ Multi-Certified Salesforce experts having a rich mix of domain & technical knowledge, we are ready to work with your business to help you unlock the true potential of the Salesforce ecosystem, enabling your business in making the right decisions, reducing risks, and getting the maximum return on of your investment in Salesforce.
The mark we’ve made
Salesforce Certified Professionals
Customer Satisfaction Score