Salesforce Partners with UMortgage to Showcase the Imperatives of Technology Investment in Today’s Mortgage Landscape
August 18, 2023

Salesforce Partners with UMortgage to Showcase the Imperatives of Technology Investment in Today’s Mortgage Landscape
Salesforce (NYSE: CRM), is committed to partnering with mortgage lenders to drive their technology transformation with modern solutions that are already in practice and serving many of the top mortgage lenders in the country.
As part of its efforts to drive the mortgage industry forward through the adoption of these technologies, Salesforce selected UMortgage’s leadership to establish the precedent of utilizing them to their fullest potential.
UMortgage was identified to take part in this campaign because of its utilization of Salesforce’s mortgage interface to facilitate better client experiences. Through the use of customized task management systems and automation within Salesforce, UMortgage has been able to offer LOs and their borrowers consistency and certainty throughout the mortgage process.
The use of an innovative tech stack has directly correlated to business success with UMortgage achieving 300% year-over-year growth and a near-perfect 95 net promoter score (NPS)—an indicator of a best-in-class client experience.
On Wednesday, August 16th, Salesforce hosted a webinar—Imperatives in Today’s Mortgage Landscape—led by Geoff Green, Salesforce Global Head of Mortgage Lending, and Anthony Casa, President & CEO of UMortgage.
“In order to compete and succeed in today’s economy and beyond, mortgage lenders have to embrace digital transformation,” stated Green. “Anthony (Casa) and the initiatives set at UMortgage are an excellent example of the ways that Salesforce can be used to simplify the borrower experience, improve operational efficiency to close deals faster, and offer data-driven solutions to common industry pain points.”
During the webinar, Casa and Green outlined the increased focus on the value of servicing, how to meet evolving client expectations, the importance of ease-of-use to drive certainty with a custom tech stack, and why technological advancements like AI and automation are taking center stage with most business development initiatives.
“It’s important that we share the blueprint for our success with hopes that other mortgage leaders and technology leaders within this industry can use what we’ve done here to plan their own technology transformation strategy,” said Casa. “We ultimately want to make sure that everyone in this industry is doing everything that they can do to best serve consumers, make a positive impact on Loan Originators, and persevere through this challenging market to set our Loan Originators and team members up for success.”
To learn more about the technological systems in place on the UMortgage platform, join its leadership team every Thursday at 2pm ET for an overview of the Sales, Marketing, and Business Support technology that has driven growth for so many Loan Originators.