1 day for Luna. 6-8 weeks for the platform.
inflooens is Salesforce-native, which means no complex integration projects. Implementation is configuration, not development.
Luna in one day
Because Luna is native to Salesforce, implementation is straightforward.
- Install managed package
- Configure connected app
- Set up Named Credentials
- Assign permission sets
- Configure Luna settings
- Map loan objects
- Set up anomaly thresholds
- Configure role visibility
- Test with sample loans
- Validate AI responses
- Quick user training
- Go live
Why so fast?
Luna is a managed package with pre-built components. No custom development required. Configure, don't code.
Platform implementation: 6-8 weeks
For organizations implementing the full inflooens platform with Encompass integration.
Foundation
Core platform setup and data migration
Integrations
Connect external systems
Optimization
Fine-tune and expand
Technology is easy. People are hard.
Successful implementation requires more than software deployment.
Executive Sponsorship
Successful implementations have visible executive support. Leadership communicates the "why" and sets expectations.
Role-Based Training
LOs, processors, and managers have different needs. Training is tailored to each role's daily workflows.
Phased Rollout
Start with pilot group. Gather feedback. Iterate. Then expand. Don't try to boil the ocean on day one.
Ongoing Support
Implementation doesn't end at go-live. Continued support ensures adoption sticks and users get value.
Role-based training modules
Everyone learns what they need to know—nothing more, nothing less.
Loan Officers
- Luna AI basics
- Lead management
- Pipeline views
- Communication tools
- Mobile access
Processors
- Document management
- Condition tracking
- Encompass sync
- Luna for conditions
- Task management
Managers
- Pipeline reports
- Team dashboards
- Anomaly alerts
- Performance metrics
- Admin basics
Admins
- Full configuration
- User management
- Integration setup
- Troubleshooting
- Advanced Luna
What makes implementations succeed
We've done this before. These factors consistently predict smooth implementations and strong adoption.
- Clear ownership of implementation project
- Dedicated time from key users for testing
- Clean data for migration (or acceptance of cleanup)
- Encompass admin access for integration
- Executive communication to team about change
Why Salesforce-native matters
Compare inflooens to typical custom mortgage platform builds.
| Factor | inflooens | Custom Build |
|---|---|---|
| Luna AI Setup | 1 day | 6-12 months |
| Full Platform | 6-8 weeks | 12-18 months |
| Custom Development | Minimal | Extensive |
| Ongoing Maintenance | Managed | Your team |
| Upgrades | Automatic | Manual projects |
Ready to start?
Let's discuss your implementation timeline, requirements, and how to set your team up for success.
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