Rocket Pro Unites Scattered Data with Unified System

Rocket Pro, the wholesale arm of Rocket Companies, aimed to bring together scattered data on mortgage brokers and loan officers. This endeavor was made possible through Data 360, a unified system that combines broker interactions, partner relationships, and AE activity from multiple sources.

The system integrates real-time signals from Rocket's partner portal and market data, providing account executives with a complete view of every relationship. This comprehensive picture is essential in informing strategic engagement and decision-making.

Data 360 continuously combines live CRM data, broker activity, and market signals to ensure that the information remains current. Native Salesforce CRM connectors synchronize updates from Rocket Pro and other organizations, keeping broker and partner data up-to-date as relationships evolve.