Built on Salesforce
An enterprise platform underneath. A mortgage platform on top.
inflooens is built natively on Salesforce and has been a Salesforce OEM partner since 2020. One contract brings you the mortgage platform and the Salesforce platform underneath it, with the security and permissions your IT team already trusts.
Why it matters
We did not build another silo.
Most mortgage software asks you to trust a vendor’s own cloud, security model and uptime. inflooens stands on a platform that large banks and insurers already run their businesses on, so the hard parts of enterprise software are settled before the first loan.
Your own org
Every lender runs in a dedicated Salesforce org, provisioned for that lender. Your data is not mixed with anyone else’s.Your data
The loan record lives in your org and belongs to you. inflooens holds no standing access to it.Enterprise security
Identity, single sign-on, permissions, encryption and audit history come from Salesforce’s audited platform.Permissions that hold everywhere
What a person can see and do is set once. Screens, reports, the mobile apps and Luna AI all respect it.Reporting you already know
Dashboards and reports use standard Salesforce tools, on live loan data, without a separate warehouse.Room to extend
Your admins can add fields, automation and integrations with the same tools any Salesforce team uses.
For your admins
Change how the loan looks without a developer.
Each team wants different facts on the first screen. An admin opens Config Studio, searches for a field and drags it onto the loan card. People see only the records and fields they have access to.
The same approach covers letters, disclosures, lead sources, milestones and notifications.
For CTO, IT and compliance
Configured, not coded
What your admins control
Lenders compete on how they work, so how inflooens works is a setting. These are reached from the Actions menu in the workspace, by an admin, without a developer.
The loan view
Order, hide or require sections, and drag fields onto the loan card for each team.Lead routing
Rules for which loan officer receives an incoming lead, tried in the order you set.Lead sources
Switch on a certified source such as Zillow or LendingTree, or add your own.Milestones
Your pipeline’s milestones, time limits for each stage and who is told when one slips.The loan timeline
Which events appear on the timeline and what each one shows when opened.Notifications
Who is notified about what, by role, with a view of whether setup is healthy.Letters and disclosures
Pre-approval letters designed beside a live preview, with versions and publish checks.Partner pipeline
Partner stages, how long before a quiet partner is marked dormant, and overdue grace.
The rule we build by
No one-off client code.
Every feature ships configurable, inside the product. When a lender asks for something new, we extend a framework that every lender can use. That keeps upgrades clean and implementations repeatable.
Also configuration, set up for each lender
LOS field mappings
Which fields move between inflooens and your LOS, and how each one maps.- Rolling out
Borrower journeys
The questions, sections and rules of your borrower application, without code. Verification providers
Which providers and services your team can order from the loan.Marketing
Templates, campaigns and cadences, with attribution back to the loan.
An example
Decide what tells the loan’s story
Every loan has a timeline. An admin chooses which events appear on it, from a credit pull to a rate lock, and which details each one shows when someone opens it.
The change applies to every loan at once. Nobody writes or deploys code.
How the pieces fit
Salesforce holds the work. Your LOS holds the record.
Your Salesforce org holds how the loan is worked: the people, the conversations, the documents, the tasks and the tools. Your loan origination system stays the compliance system of record. The two are kept in step in near real time.
Luna AI runs as a separate AI service. It receives redacted data, works within the signed-in user’s permissions and writes a receipt for everything it does back to the loan.
Straight answers
What IT teams ask
- Is inflooens a Salesforce product?
- No. inflooens is an independent company and a Salesforce OEM partner. It is built natively on the Salesforce platform and delivered as part of inflooens.
- Do we need our own Salesforce contract?
- No. inflooens has been a Salesforce OEM partner since 2020, so the Salesforce platform comes as part of inflooens: licenses for your staff and portal access for your borrowers are included. Your contract is with inflooens.
- Where does our data live?
- In a dedicated Salesforce org provisioned for your company. inflooens holds no standing access to it.
- How do upgrades work?
- Every lender runs the same product, configured rather than custom-coded. inflooens releases every week, and you take upgrades at your own pace. Your own reports, fields and extensions carry through an upgrade.
- Do we need Salesforce developers to run it?
- No. Day-to-day changes such as layouts, fields on the loan view, letters and disclosures are made by an admin in configuration screens, without code.
- Does the AI see our Salesforce data?
- Luna AI works inside each user’s Salesforce permissions. Borrower identifying data is replaced with tokens before any AI model call and restored only inside your own org.
Salesforce is a trademark of Salesforce, Inc. inflooens is an independent company.
Bring your architects.
We will walk them through the platform, the data model and the controls.