Boost Application Conversions by Connecting Blend to Salesforce

Transform stalled, abandoned, or declined applications into new opportunities. 

The Fortimize and Blend Salesforce Connector

Digital lending applications often stall, get abandoned, or go declined — leaving valuable opportunities on the table. The Fortimize Blend Salesforce Connector helps ensure those moments don’t go to waste. By pulling Blend activity directly into Salesforce, your teams can follow up faster, personalize outreach, and recover more leads — all without switching platforms or losing context.

Whether you’re in Sales Cloud, Service Cloud, or Financial Services Cloud, the connector activates Blend data where your sales and service teams already work — making it especially impactful for banks and credit unions using Blend today.

Integrating Blend with Salesforce and Core banking systems is an ideal way to:

  1. Improve Customer Experience: Customers can pick up right where they left off with your sales team, avoiding the frustration of starting over and ensuring a smoother path to completing their applications. 
  2. Enhance Sales Efficiency: Provide your sales team with the information they need to make informed, tailored follow-ups, all within the familiar Salesforce environment. 
  3. Boost Conversion Rates: Proactively recover stalled or abandoned applications by automatically generating Salesforce leads, turning potential losses into successful conversions.

Unlock New Opportunities

This accelorator increases your application conversion rates by capturing stalled, abandoned, or declined applications from Blend and resurfacing them as unique data points in Salesforce.

Reactivate data across customer touchpoints to unlock:

Real-Time Leads

Captures near-real-time leads in Salesforce for applications that have been abandoned or declined.

Customer Identification

Determines if the applicant is already an existing customer or member of your institution.

Streamlined Follow-Up

Efficiently follow up with prospects to complete applications, increasing conversion and retention rates.

How to Recover Loan Applications from Blend in Salesforce

See how quickly this solution comes to life inside Salesforce — and how your team can use it to accelerate banking applications.

Start with Lending. Build Toward a Connected Banking Ecosystem.

Lending is one of the most reliable and cost-effective places to invest when modernizing your banking operations. Starting here allows your team to prove value fast, with measurable impact on conversions, revenue, and customer experience.

Tools like Blend are powerful on their own, but when disconnected from your CRM, core, or servicing systems, their impact is limited. By integrating Blend with Salesforce and your existing platforms, you create a unified ecosystem that works across the full application lifecycle — from first click to funded.

It’s not about ripping and replacing — it’s about starting smarter and expanding as you grow.

Resources

Want to learn more about DaaS + Banking? Download our eBook to learn more!

Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service

Explore DaaS + Real Estate in-depth. Get insights from our eBook!

Design the future of your business

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins