Set Up and Manage Mortgage

Mortgage for Agentforce Financial Services includes a new data model for mortgage applications, new standard flow templates, and new flow screen components.

Mortgage for Agentforce Financial Services’s data model is based on the U.S. Uniform Residential Loan Application released in February 2019. The data model captures borrower information so you can share it across lines of business. The mortgage feature can be used with the Document Checklist Item object from Document Tracking and Approvals to collect and track required borrower documents.

• Give Your Users Access to Mortgage Features
  Users such as loan officers and underwriters need different levels of access to mortgage-related objects, document checklist items, and flows. Use permission sets and profiles to set up the necessary access for your users.
• Set Up Borrower Access to Mortgage Applications in Communities
  Create and assign a profile to your customer communities and customize your community home and record detail pages.
• Solution Kits for Mortgage
  Salesforce solution kits are your go-to when you want to connect your clouds. Cross-cloud solutions help you deliver impactful, personalized experiences that address customer concerns in a digital, cost-effective manner.