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1
Making Technology work for Humans
2
Our Vision: By applying a Single Pane of Glass Philosophy to our UI, and applying a deep
understanding of customer workflow, communications channels, and Artificial Intelligence
we can extend human abilities to achieve significant business outcomes for our customers.
Our Value: inflooens enables loan teams to capture data, analyze, and assess risks
immediately to deliver loan results rapidly, delighting customers, while saving time &
money.
Worlds first integrated, end to end, loan team optimization platform.
https://www.inflooens.co
m
Built on the #1 Customer Success
Platform
3
Industry Challenges
The heavily regulated Retail Mortgage industry is complicated with fragmented IT systems
Process
Complexity creates
repetitive work and
errors.
Hard to gather
financial
information
Account
management
is clunky and
fragmented
Lack of transparency
towards customers
Ineffective
marketing
and partner
performance
monitoring
Manually
intensive post
closing
processes
What Employees are saying
4
The Problem
Typical Lender IT Systems
Document
Management System
Loan Origination
System
Product Configuration &
Pricing System
Business Intelligence
and Analytics
Business Rules Engine
Data WarehouseCRM System
Internet Portals
API
Integrations
Point to Point Integrations
Disjoint User Experience
No Single Source of Truth Multiple Vendors
Low Margins Growing Processing Times Poor Customer Experience
Fragile IT Environment
Industry
Process
Speed
to
Market
Cost of
Complianc
e
5
Our Approach
• Create a compelling customer experience
• Driving significant business outcomes
• Enabling transformation of Mortgage Processes
Deliver a unified low-cost environment to help lenders close loans rapidly
• Enabled by inflooens Application Suite & Empower
Framework
• Powered by Salesforce platform
• Delivered by Channels and Partners
Worlds first integrated, end to end, loan team optimization platform.
6Our Solution
Integrated by Design
Integrated Solution
Consistent User Experience
Single Source of Truth Single Vendor
Increase in Margins
35% Reduction in Loan
Process
Compelling Customer
Experience
High Reliability Scalable
Enable Loan teams to initiate, analyze, and
access risks to deliver loan results in one day
While saving time, effort, & money across the
full loan lifecycle
Providing a unique user experience to extend
human abilities and achieve significant business
outcomes
Leveraging the reliability, availability and
technological innovation of the Salesforce
platform
Lightning
UI Analytics (BI)
Heroku
(DEV OPS) Mulesoft
(INTEGRATIONS)
Force.com
PLATFORM Shield
(SECURITY)
Salesforce
Core
Amazon S3
Adobe
After Effects
Extending
Technologies
AWS Blockchain
Solution
Suite
Client
Portal
Mortgage
CRM
Sales
Perf Mgmt
Pricing &
Quotation
Loan
Origination
Post
Closing
Automation
Predictive
Analytics
Loan
Servicing
CC
Bots Predictive
Analytics
Natural Language
Processing
Salesforce
Emerging
Artificial
intelligence
Optical Character
Recognition
Salesforce
Blockchain
Data
Config
Data
Catalog
Integration
Plug In
Data Sync360º Cards
Postcards
Timeline
Cards
Interactive
Charts
Process
Navigator
Lighting
Objects
Infooens
Empower
Framework
inflooens provides a unified low-cost
environment to help lenders close loans rapidly
7
Empowering The Loan Team
Optimizing Time
• Efficiently walks the
user through the
process and
integrated task
reminder.
• Based on next
generation
technologies.
Increasing
Referrals
• A fast, transparent
service to
customers and
agents.
• Simple charts to
demonstrate
effectiveness of
partner
relationship.
Reducing Effort
• Same Day Loan
Decisions
• Outcomes focused
Automation
• Intelligent Advisors
to empower agents
Growing
Customers
• Personalized Sales
& Marketing
capability that is
user friendly.
• Distinguished
customer
experience.
Single Source of
Truth
• True 360 view of
Customers,
Partners, and the
Loan Lifecycle
• Compliance
Integrated into the
core
• Optimized &
Consolidated IT
costs with easy
subscription based
model.
>30% over 3 years>30% over 3 years10x faster
processing of loans
Productivity gains
of up-to 35%
75% lower TCO of
IT Systems
The inflooens Loan Team Optimization Platform
8
Simplifying the Loan Team’s business
Empowering users to connect the dots..
Intuitive User Experience
End-2-End Capabilities
Tailored to Need via point
and click configurations
Built on the #1 Customer Success
Platform
Demo Time
9
THANKS YOU!!!
10
A glimpse into inflooens CRM
Empowering users to connect the dots..
Customer 360 Dashboard
Guided Loan Journeys
11
A glimpse into inflooens CRM
Empowering users to connect the dots..
Business Partner Dashboard
Actionable - Easy to read interactive charts
12
A glimpse into inflooens CRM
Empowering users to connect the dots..
Business User-Friendly Configurations
Real-Time Campaign Performance monitoring

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Intro to inflooens best mortgage loan origination system

  • 2. 2 Our Vision: By applying a Single Pane of Glass Philosophy to our UI, and applying a deep understanding of customer workflow, communications channels, and Artificial Intelligence we can extend human abilities to achieve significant business outcomes for our customers. Our Value: inflooens enables loan teams to capture data, analyze, and assess risks immediately to deliver loan results rapidly, delighting customers, while saving time & money. Worlds first integrated, end to end, loan team optimization platform. https://www.inflooens.co m Built on the #1 Customer Success Platform
  • 3. 3 Industry Challenges The heavily regulated Retail Mortgage industry is complicated with fragmented IT systems Process Complexity creates repetitive work and errors. Hard to gather financial information Account management is clunky and fragmented Lack of transparency towards customers Ineffective marketing and partner performance monitoring Manually intensive post closing processes What Employees are saying
  • 4. 4 The Problem Typical Lender IT Systems Document Management System Loan Origination System Product Configuration & Pricing System Business Intelligence and Analytics Business Rules Engine Data WarehouseCRM System Internet Portals API Integrations Point to Point Integrations Disjoint User Experience No Single Source of Truth Multiple Vendors Low Margins Growing Processing Times Poor Customer Experience Fragile IT Environment Industry Process Speed to Market Cost of Complianc e
  • 5. 5 Our Approach • Create a compelling customer experience • Driving significant business outcomes • Enabling transformation of Mortgage Processes Deliver a unified low-cost environment to help lenders close loans rapidly • Enabled by inflooens Application Suite & Empower Framework • Powered by Salesforce platform • Delivered by Channels and Partners Worlds first integrated, end to end, loan team optimization platform.
  • 6. 6Our Solution Integrated by Design Integrated Solution Consistent User Experience Single Source of Truth Single Vendor Increase in Margins 35% Reduction in Loan Process Compelling Customer Experience High Reliability Scalable Enable Loan teams to initiate, analyze, and access risks to deliver loan results in one day While saving time, effort, & money across the full loan lifecycle Providing a unique user experience to extend human abilities and achieve significant business outcomes Leveraging the reliability, availability and technological innovation of the Salesforce platform Lightning UI Analytics (BI) Heroku (DEV OPS) Mulesoft (INTEGRATIONS) Force.com PLATFORM Shield (SECURITY) Salesforce Core Amazon S3 Adobe After Effects Extending Technologies AWS Blockchain Solution Suite Client Portal Mortgage CRM Sales Perf Mgmt Pricing & Quotation Loan Origination Post Closing Automation Predictive Analytics Loan Servicing CC Bots Predictive Analytics Natural Language Processing Salesforce Emerging Artificial intelligence Optical Character Recognition Salesforce Blockchain Data Config Data Catalog Integration Plug In Data Sync360º Cards Postcards Timeline Cards Interactive Charts Process Navigator Lighting Objects Infooens Empower Framework inflooens provides a unified low-cost environment to help lenders close loans rapidly
  • 7. 7 Empowering The Loan Team Optimizing Time • Efficiently walks the user through the process and integrated task reminder. • Based on next generation technologies. Increasing Referrals • A fast, transparent service to customers and agents. • Simple charts to demonstrate effectiveness of partner relationship. Reducing Effort • Same Day Loan Decisions • Outcomes focused Automation • Intelligent Advisors to empower agents Growing Customers • Personalized Sales & Marketing capability that is user friendly. • Distinguished customer experience. Single Source of Truth • True 360 view of Customers, Partners, and the Loan Lifecycle • Compliance Integrated into the core • Optimized & Consolidated IT costs with easy subscription based model. >30% over 3 years>30% over 3 years10x faster processing of loans Productivity gains of up-to 35% 75% lower TCO of IT Systems The inflooens Loan Team Optimization Platform
  • 8. 8 Simplifying the Loan Team’s business Empowering users to connect the dots.. Intuitive User Experience End-2-End Capabilities Tailored to Need via point and click configurations Built on the #1 Customer Success Platform Demo Time
  • 10. 10 A glimpse into inflooens CRM Empowering users to connect the dots.. Customer 360 Dashboard Guided Loan Journeys
  • 11. 11 A glimpse into inflooens CRM Empowering users to connect the dots.. Business Partner Dashboard Actionable - Easy to read interactive charts
  • 12. 12 A glimpse into inflooens CRM Empowering users to connect the dots.. Business User-Friendly Configurations Real-Time Campaign Performance monitoring