Guild Mortgage Launches Guild 360 Sales and Marketing Platform

Apr 18, 2018

Guild Mortgage has launched Guild 360, a sales, marketing and customer relationship management platform powered by Salesforce. With Guild 360, Loan Officers have a comprehensive array of new information support tools to better connect with each customer and enhance their individual borrowing experience.

Guild’s technology, sales and marketing teams worked to define this new model of sales enablement to ensure it would be innovative for the mortgage industry and allow the company’s Loan Officers to deliver an unequalled level of service and engagement with their customers. It integrates the Salesforce Sales Cloud and Pardot marketing capabilities with Guild’s proprietary systems and processes, including the Guild sales platform, loan origination system and MyMortgage, its digital mortgage portal.

Guild 360 gives Loan Officers a single reliable source for maintaining current homebuyer information, aiding them throughout the lending process and specific to each customer lifecycle. The platform is integrated to Guild’s servicing platform, allowing for better communication with homebuyers after each loan closes.

“Guild 360 was designed to provide our customers with a more attentive and efficient lending experience,” said Mary Ann McGarry, President and Chief Executive Officer of Guild Mortgage. “It gives our Loan Officers a single snapshot for each homebuyer and the personalized technology to create more meaningful connections to serve individual customer needs. This high-tech, high-touch experience builds on the culture of customer service excellence that has distinguished Guild Mortgage for more than 55 years.”

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Apr 18, 2018

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