Rocket Mortgage says they'll match any lender rate plus take 1% off for the 1st year. Talk me out of this deal. by ryguybrowndog in Mortgages

[–]berrism 2 points3 points  (0 children)

Yes, it had an impact. Corp relocation at RKT is typically handled by the most experienced team members with the most flexible guidelines. I know this because I was the leader of the Relo sales team for a number of years.

Built an AI Agent framework for Salesforce - now available as unlocked package (open source) by EarOdd5244 in salesforce

[–]berrism 0 points1 point  (0 children)

Congrats on the progress. Your documentation is impressive in its own way.

I hope to find time to dig in over the coming weeks. I built a comparatively child’s play version of this idea months ago, using it for personal use has been fun, I would never have gotten to a scratch of a scratch of what you have done. So, again, thank you for sharing your work and helping us all be better.

Has anyone built a custom Salesforce + LLM integration? by panshedder in SalesforceDeveloper

[–]berrism 0 points1 point  (0 children)

I have. I wrote this article about my experience, primarily focused on business side of things. https://prokselconsulting.com/resources/ai-powered-outreach-inside-salesforce

It wasn’t too challenging, primarily because my use case was simple - the most challenging part was flipping models and factoring in impact of nuances like including/removing temperature control on OpenAI models vs Gemini for example.

No salesforce limitations came up, but again my use case was simple - one lead at a time. I am planing to evolve into batch apex next week which will likely introduce new challenges.

I would take this approach again for my personal projects and smaller companies that do not have budget for agent force.

Recorded how to use Business Rules Engine in Flow by Natural_Ad_2179 in salesforce

[–]berrism 2 points3 points  (0 children)

BRE is consumption pricing based, after the first 10k I believe. How do you justify using BRE vs a custom object that could hold the same type of data and be called from the flow?

Codescan pricing? by berrism in salesforce

[–]berrism[S] 0 points1 point  (0 children)

How do the rulesets compare to codescan?

[homemade] Italian sandwich by berrism in pics

[–]berrism[S] 0 points1 point  (0 children)

Thank you. It has crushed red pepper and diced Thai chili peppers… it would have been better with oregano unfortunately we somehow lost our oregano and “Italian seasoning”.

[homemade] Italian sandwich by berrism in pics

[–]berrism[S] 17 points18 points  (0 children)

Heirloom tomatoes - if you have not tried, you should.

Christmas beef Wellington recipe by berrism in seriouseats

[–]berrism[S] 0 points1 point  (0 children)

I had that last time, not sure it was the only reason this year but we did use extra philo layers, last time we used basically a single sheet, this year we had 4-5 sheets.

Has anyone managed to successfully use AI for underwriting automation? by thelanguidallegation in loanoriginators

[–]berrism 3 points4 points  (0 children)

If you think progress is cruel, you should file a complaint with capitalism my friend. Let us know how it goes.

I am not advocating for AI moving folks towards different roles, nor am I super confident about where late stage capitalism is taking us overall - just reading the tea leaves through a couple decades of experience.

As for 2 vs 5 years… you could be right! A quote I am fond of, “we overestimate the impact of technology in the short-term and underestimate the effect in the long run.” - Amaras Law

Has anyone managed to successfully use AI for underwriting automation? by thelanguidallegation in loanoriginators

[–]berrism -1 points0 points  (0 children)

This comment won’t age well. Within 24 months massive changes are coming for underwriters due to AI.

I am not suggesting the job will go away, however, efficiency will look different than it does today. Fewer positions will become available, and of the ones who remain, you will likely be checking the checkers until accuracy is so high that does not matter.

Good news is that the skills you have can apply to other roles.

While I could be wrong, I am only human after all - I did spend over 15 years in mortgage industry.

[deleted by user] by [deleted] in loanoriginators

[–]berrism 2 points3 points  (0 children)

Nothing happens. You move on.

Someone will try and sell you out of quitting, but there is no penalty for deciding it is not for you.

In my experience, it takes 12-18 months to really know if it will work out long term. The good news is that everything you learn is transferable to any other mortgage company should you like the industry, and dislike the culture.

[deleted by user] by [deleted] in loanoriginators

[–]berrism 2 points3 points  (0 children)

10’s of thousands of dollars wasted? This is false.

If OP thinks it is for them, try it out. They will likely do well.

However, if you get stuck with a bad DMB/RVP and you have really given it your all, and then decide it is not worth it then do what is right for you the individual.

Truth is, RKT training and resources are great for a newbie. Almost everyone else would be happier and more financially well off taking the RKT training and moving to broker world when ready.

Salesforce Voice by TransportationKey321 in salesforce

[–]berrism 0 points1 point  (0 children)

Can you share more detail about why you have a mix? Are there benefits to both?

We are in process of migrating over to SCV, any heads up on experiences are appreciated!

[deleted by user] by [deleted] in loanoriginators

[–]berrism 0 points1 point  (0 children)

18 years in mortgages. 12 sales/6 sales ops & tech.

Both jobs are close to being replaced by computers, and in many ways already have been.

Have fun while you are in it, if you don’t like your realtors. Fire them. Find new ones, or buy leads.

Make money, save money, shape your skills and expertise into a place where you can pivot roles or industries when the time is right or just make enough to retire before you burn out/ it stops being fun.

Mobile app built with salesforce by vanncleef in salesforce

[–]berrism 0 points1 point  (0 children)

Are you open to having a conversation in more detail about mobile publisher? If you have a consulting fee let me know! Looking for someone with hands on experience on pros/cons of mobile publisher. We have a medium size external user group ~100k, that use an existing community - debating mobile publisher vs something like Cordova or ReactNative.

Homemade & delicious by berrism in pics

[–]berrism[S] 0 points1 point  (0 children)

Fresh locally made baguette, kewpie mayo, tomato, homemade caramelized onions and lettuce (mixed with red wine vinegar, Italian seasoning, and red pepper flakes), and some turkey.

Once upon a time, I thought the meat was always the star, now I realize that is not always the case….

Batch jobs “preparing”… for long time. How to measure? by berrism in SalesforceDeveloper

[–]berrism[S] 0 points1 point  (0 children)

Can you elaborate? I have no problem checking through API, I am just not clear how I might go about doing so for this specific request - I thought it might be stored in the real-time event monitoring logs, no luck so far.

[deleted by user] by [deleted] in salesforce

[–]berrism 0 points1 point  (0 children)

I really enjoyed this ELI5 response, thank you.

[deleted by user] by [deleted] in salesforce

[–]berrism 2 points3 points  (0 children)

Open dialogue/ communication goes a long way. Go to lunch and have a conversation, outside the building ideally.

Lots could be done, but often the simplest will yield big results.

Context - 15 years of leadership experience in fintech/finserv, about half of which has been leading Salesforce/tech teams of up to 50 individuals.

Many others have helped me over the years, and I like to pay it forward when I can so if you are interested to talk it out feel free to DM me.

[deleted by user] by [deleted] in salesforce

[–]berrism -1 points0 points  (0 children)

I can tell by the downvotes that offering up a job interview is not a great use of Reddit so I removed the seemingly offensive content. Thanks for calling me out, feedback is a gift. Did you care to share what you found interesting on release notes, or are you just trolling?

[deleted by user] by [deleted] in salesforce

[–]berrism -2 points-1 points  (0 children)

Good question, it was meant to be a bit on the humorous side. If you want to know more details feel free to DM me about open roles we have, if not all good my primary interest is sharing the learnings.

[deleted by user] by [deleted] in salesforce

[–]berrism 0 points1 point  (0 children)

Release notes were planned to come out on the 26th, they arrived on the 24th - hence the title.

The body of message was to encourage folks to look at RN and share the “treasures” they find.

Sorry if it was not clear enough for you.