360 MMS compliant campaign and loan ops agents

What was done

360 Mortgage Management Services runs four regulated lending brands on Salesforce with Agentforce Marketing, Sales, Service, Data 360, Slack, and MuleSoft. Agentforce Marketing builds compliant brand-specific campaigns from approved templates, while brokers use self-service for loan status and back-office commission reconciliation moves from spreadsheets into automated processing. Campaign build time dropped from up to four hours to 15 minutes, loan assessment SLA fell from seven days to two days, broker query response averages under 20 seconds, and commission processing averages under two minutes.

Stack