How Erick Mahle is Using AI to Transform Mortgage Lending

Today on the Salesforce Admins Podcast, we talk to Erick Mahle, VP of Revenue Operations & Digital Transformation at Lendz Financial.

Join us as we chat about how he’s using AI to drive digital transformation and how he started FlowFest, the largest global Salesforce flow competition.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Erick Mahle.

Solving business problems with Salesforce

Erick was always interested in technology as a kid, helping his dad build computers. However, he originally started his career in marketing. Everything changed when his manager asked him to take over Salesforce for his organization and he saw what he could do with declarative solutions. “I thought it was the grownup version of Legos,” he says.

In his role at Lendz Financial, he’s combining those problem-solving skills with the power of AI to spearhead digital transformation. The mortgage lending industry is full of complicated business processes that need to be checked and re-checked, so it’s the perfect place to put new AI capabilities to the test.

How AI can streamline mortgage lending

If you’ve ever bought a house, you’ll know that getting a mortgage is incredibly complex. With so many steps and regulatory requirements, Erick and his team are using AI to streamline these business processes and limit costly errors. They call it Project Lexi.

Obviously, with mortgages involved, they’re not ready to turn everything over to AI just yet. However, they’ve already found several wins by eliminating handoffs with automation and training the AI to flag potential problems.

For Erick, the key to any successful digital transformation initiative is to focus on the humans you’re supposed to be helping.

FlowFest, the largest global Salesforce flow competition

Erick also runs FlowFest, a competition where Flownatics can strut their stuff. It started with the idea that although Trailhead is great at teaching you how to build things, a big part of your job as a Salesforce Admin is to fix broken flows.

Contests are put through several rounds of debug challenges, culminating in a livestreamed event where the finalists race to be the first to find a working solution for the final flow. It’s basically an esport, complete with live commentary and dramatic photo finishes. They just did their first in-person FlowFest at Mile High Dreamin’, and it may be coming soon to an event near you.

Erick had a lot more to share about how he’s thinking about AI and some of his favorite FlowFest stories, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast.

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• Salesforce Admins on the Trailhead Store

Learn more

• Video: FlowFest V6

• Mile High Dreamin’ on YouTube

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