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Who We are

The audience will walk away with an understanding of how a digital-first mortgage process built on Salesforce can:

- Engage borrowers and partners with intelligent, one-to-one journeys that span the entire mortgage life cycle and leverage preferred channels

- Expand mortgage providers’ footprints while ensuring compliance by tracking loan officer and borrower activity in a single place

- Optimize customer engagement with rich insights and enterprise-grade referral management

- And enhance collaboration and visibility among loan officers, borrowers, brokers, and real estate agents using omni-channel portals

Four Questions for Salesforce:

What Makes Your Product Great?

Salesforce enables mortgage providers to connect to their customers in a whole new way, leveraging the combined power of cloud, social, mobile, artificial intelligence, and IoT technologies in the innovative Customer Success Platform.

What Key Challenge Does It Solve?

We are able to provide smarter pre-approval, redefine application speed, coordinate handoffs, go digital across touchpoints and curate data from all sources.

Best Success Story?

Alterna Bank recognized a gap between mortgage lenders and home buyers. Alterna collaborated with Salesforce to build a solution that puts customers first. Within 6 months, Alterna Bank transitioned to the Salesforce Platform. Salesforce helped Alterna design a new way for customers to evaluate mortgage options before revealing their identity. As a result, Alterna Bank was able to create the first end-to-end digital mortgage process in Canada that allows customers to receive a pre-approval decision in 12 minutes.

What Is Your Company Or Product Mantra, In 5 Words Or Less?

Blaze Your Trail


Jigar Kotak, Strategic Principal Solution Engineer

Key Executives


Key Investors

Publicly traded

Key Customers/Clients

Alterna Bank, Barclays Mortgage, United Shore, First Cal Mortgage, Capital One Home Loans