Скачать или смотреть Finance & Mortgage GPT in Salesforce | A New Way to Think About Mortgage Intelligence in Salesforce

Mortgage is a decision business - and better decisions, made earlier, change outcomes.

This video introduces Finance & Mortgage GPT, an AI-powered mortgage intelligence solution built natively inside Salesforce, designed specifically for finance and mortgage teams operating in regulated, high-stakes environments.

Today, loan officers spend hours reviewing 30–70 Salesforce fields per loan, cross-checking multiple data sources, re-explaining loan status to borrowers, and manually identifying risks. The result is lost time, delayed closings, unnecessary stress, and missed opportunities.

Finance & Mortgage GPT changes that.

Instead of generic AI tools or expensive per-user licenses, this solution delivers operational mortgage intelligence directly where the loan lives — inside Salesforce.

What Finance & Mortgage GPT Delivers
• Context-Aware Intelligence
The AI automatically understands the full loan file — borrower data, property details, conditions, status, and risk factors — without manual data entry.
• Faster, Smarter Decisions
Risk assessments that once took 45–60 minutes now take just 2–3 minutes, with clear recommendations grounded in real loan data.
• Next Best Action Guidance
The AI doesn’t just answer questions — it prioritizes actions, flags delays, and explains what happens if something slips.
• Professional Borrower Communication
Generate clear, compliant, borrower-ready emails in seconds — reducing confusion, follow-ups, and anxiety.
• Session-Based Intelligence
Every conversation is saved, resumable, and tied directly to the Opportunity. AI summaries ensure nothing important gets lost.
• Enterprise-Grade Security
All data stays inside Salesforce. No copy-pasting. No external AI tools. Full audit trails, role-based access, and compliance readiness from day one.

Why This Is Different

Finance & Mortgage GPT is not generic AI.

It understands:
• Loan structure, LTV, DTI, and reserves
• Mortgage workflows and underwriting logic
• Compliance requirements like GLBA, CFPB, and state regulations
• Real-world loan officer workflows

And it does so at a fraction of the cost of traditional AI add-ons — without per-user license fees or data-leakage risk.

Built for Real Mortgage Teams

This solution is being developed collaboratively by: Trailblazing With Salesforce and Sohotec

Together, we bring deep Salesforce expertise and real-world finance and mortgage experience to deliver intelligence that actually works in production environments.

📅 Launching January 1, 2026

📩 Contact Us

Harshit Gupta
Trailblazing With Salesforce
📧 [email protected]

Jim St. Gemme
Sohotec
📧 [email protected]

If you’re ready to rethink mortgage intelligence — not just adopt another AI tool - this conversation is for you.