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Mortgage Journey Orchestration

Business Need / Challenges

 

Journey Orchestration for Loan Application

Reimagine Customer Onboarding Processes to build Journeys for Mortgages

Capabilities

  • 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

 

Key Benefits

 

If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at salesforce@coforge.com or fill out this contact form!

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.

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