The Mortgage Office



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Workflows that you can create with Pandaflow

Update Loan Charges to Salesforce Opportunity

Update Loans Charges to Salesforce Opportunity

Update Loan Draws to Salesforce Opportunity

Update Loans Draws to Salesforce Opportunity

Create A new Loan from a Salesforce Opportunity

Create A New Loan from a Salesforce Opportunity is Funded or Won


Get more done in less time.

Create Accont

Create Campaign

Create Campaign Member

Create Contact

Create Custom Ojects

Create Lead

Create Opportunity

Create Opportunity Line Items

Create Price Book Entry

Create Product

Delete Custom Objects

Delete Price Book Entry

Delete Product

Find Product

Find Account

Find Campaign

Find Campaign Member

Find Contact

Find Custom Objects

Find Lead

Find Opportunity

Find Opportunity Line Item

Find Price Book Entry

Get Account by ID

Get Campaign Member by ID

Get Campaign by ID

Get Contact by ID

Get Custom Objects by ID

Get Lead by ID

Get Opportunity by ID

Get Opportunity Line Items by ID

Get Price Book Entry by ID

Get Product by ID

Update Account

Update Campaign

Update Campaign Member

Update Contact

Update Custom Objects

Update Lead

Update Opportunity

Update Opportunity List Items

Update Price Book Entry

Update Product

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Frequently Asked Questions

How long does it take to implement the integration?

Timing varies depending on the chosen method and complexity. Pandaflow has a pre-built connectors to TMO which can be set up relatively quickly.

Does the integration work with my existing Salesforce customization?

Generally, yes. Ensure your integration provider or developer understands your Salesforce setup to avoid conflicts.

Can I control which data is synced and how often it syncs?

Often, yes. Integration solutions frequently offer flexibility in determining what data types sync and how frequently (real-time, scheduled intervals, etc.).

We currently use TMO. How difficult is it to integrate with Salesforce?

The difficulty depends on the complexity of your Salesforce instance and the integration method chosen.

Connect all your business apps

Connect all your business apps you use with our built-in connectors and create workflows using our easy to use drag and drop editor. Add multiple conditions, logic and get your done faster in less time.

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Automate Workflows

Use our easy to use drag and drop tools to create workflows. You can create any workflows using our tools to automate your repetitive tasks and save hours.

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Get in touch with us.

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We're a team of experts.

If you have a unique use case and need to automate your workflows please let us know and one us will be happy to create the workflow for you.