Guild Mortgage Launches Marketing and CRM Platform for Loan Officers
By Elizabeth Stewart @ Real Estate Daily
April 24, 2018

Guild Mortgage just announced the launch of a new and cutting-edge platform for their loan officers. They are calling the platform Guild 360 – an innovative sales, marketing, and customer relationship management platform.

Guild 360 is designed to help the company’s loan officers connect with each borrower for a more personalized experience. “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,” said Mary Ann McGarry, president and CEO of Guild Mortgage.

Key Takeaways

  • Guild 360 is an innovative sales, marketing, and CRM platform
  • Guild Mortgage loan officers will be able to use the platform to enhance borrower experience
  • The new platform is a one-stop shop, integrating all relevant systems and programs into a single digital space


Guild Mortgage announced on Wednesday the launch of Guild 360, an innovative sales, marketing and customer relationship management platform, powered by Salesforce, designed to help the company’s loan officers better connect with each customer and enhance the borrower experience.

Guild 360 integrates 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, the company explained in their announcement.

With Guild 360, Guild’s loan officers and their teams have one sign-on that allows digital access from current, accurate customer data, including contact information, loan details, the stage of the loan in the lending process and any previous communications, all available on mobile devices or tablets. The platform is specific to each customer lifecycle and integrated into Guild’s servicing platform, the company said.

“Technology is changing customer expectations across all industries,” said Rohit Mahna, SVP and general manager of financial services at Salesforce. “With Salesforce, Guild Mortgage has built an innovative solution that will empower its loan officers to deliver the fast, personalized lending experience today’s borrowers expect. This solution will give them a competitive advantage in meeting the needs of homebuyers and attracting successful loan officers alike.”

View the original article at Housing Wire