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Guild Mortgage Launches Guild 360; Advanced Integrated Sales and Marketing Platform Allows Loan Officers to Better ...

Guild’s technology, sales and marketing teams worked to define this new model of sales enablement to ensure it would be innovative for the mortgage industry and allow the company’s loan officers to deliver an unequalled level of service and engagement with their customers. It integrates the Salesforce Sales Cloud and Pardot marketing capabilities with Guild’s proprietary systems and processes, including the Guild sales platform, loan origination system and MyMortgage , its digital mortgage portal.

Guild 360 gives the company’s loan officers a single reliable source for maintaining current homebuyer information, aiding them throughout the lending process and specific to each customer lifecycle. The platform is integrated to Guild’s servicing platform, allowing for better communication with homebuyers after each loan closes.

“Guild 360 was designed to provide our customers with a more attentive and efficient lending experience,” said Mary Ann McGarry, president and CEO. “It gives our loan officers a single snapshot for each homebuyer and the personalized technology to create more meaningful connections to serve individual customer needs. This high-tech, high-touch experience builds on the culture of customer service excellence that has distinguished Guild Mortgage for more than 55 years.

BoA Launches Digital Mortgage Experience To Offer Mortgage Guidance

Bank of America has announced the launch of its Digital Mortgage Experience, which aims to guide clients through the mortgage process via the bank’s mobile banking and online platforms.

Among the perks of this new service are advanced application prefill capabilities, allowing clients to immediately auto-populate many parts of their mortgage application to save time. And in many cases, clients will receive a conditional approval the same day their application is completed.

“Everything we do starts and ends with clients, and the Digital Mortgage Experience is designed to make their lives simpler,” said D. Steve Boland, head of consumer lending at Bank of America. “Our new end-to-end experience empowers clients with complete convenience and control, while also offering unique access to lending experts every step of the way.”

Additional perks include constant access to lending specialists, including the ability to have a BoA employee pick up an in-progress application and assist the client in completing it; personalized loan terms, including flexible monthly payments and closing costs; the ability to lock interest rates; and a flexible application process that allows clients to save and complete it later.

How do i set up my own mortgage advisory business?

Hi Guys,
I am wondering if someone can help me. I am a qualified mortgage advisor (with 2 CeMap Papers) and the qualifictaions to sell non regulated insurance products. I used to work for a large building society but took some time out.

All the info you need to know about regulatory, licensing and qualification matters can be found here: firms/mortgage/index.