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Flow Builder for Mortgage
Financial Services Cloud includes standard flow templates that are specific to mortgage. These flows focus on collecting mortgage application information from loan officers and borrowers. The mortgage-type flows are standard flow templates; you can use them as-is or customize them according to your mortgage application needs.
- Provided Mortgage Standard Flow Templates
The mortgage standard flow templates are based on the U.S. Uniform Residential Loan Application released in February 2019. The flows walk loan officers and borrowers through the application process for a residential loan application record in three flows. Other flows provide a loan summary view and allow borrowers to launch a mortgage flow for generic help (create a case). - Customize Standard Flow Templates
The mortgage flows in Financial Services Cloud are installed as standard flow templates. You can customize any of the flows to suit your business needs.
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