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Tip of the Week

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Choosing the Right Lending Software

Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business. Some essential items to consider when looking for new lending software are: Short and long-term business needs Cloud-based, or […]

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Best Practices for Salesforce

Custom Notifications in Salesforce Summer ‘19

As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times. Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who […]

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Salesforce Prompts (Beta) in Summer ‘19

If you have been paying attention to the various improvements that came out in the Summer ‘19 release of Salesforce, you may have come across this one, Salesforce Prompts (Beta). This new feature in Salesforce gives admins the ability to create their own in-app guidance, training and news prompts to create a better overall user […]

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