Create a More Transparent Lending Process with Salesforce
Streamline Digital
Lending
Lending
Unify your business on a single platform with more transparency and self-service options
Create Customer
Community Profiles
Community Profiles
Create profiles for customer communities with access to loan objects and document checklists
Accelerate Loan
Approvals
Approvals
Cut down the long loan approval cycles with automated verification and validation
Maintain consistent and transparent information by unifying the lending experience over Salesforce
Deliver seamless borrowing experience, from start to finish
Automate approvals and accelerate growth by scaling efficiencies across your loan financing business
Track customers to identify life events or behavior triggers and create tailored marketing campaigns
Instantly determine the accuracy of loan and KYC applications with automation
Easily integrate multiple third-party applications with Salesforce to consolidate borrower data and activities
Reduce dependence on support staff, make service accessible by including self-service features like chatbots for customers through portals
Make collections efficiently and set reminders to receive due payments seamlessly with a centrally managed platform
Take a customer-centric approach by using insights and data to create personalized offers for customers
1Automate Originations
Make real-time decisions based on aggregated data, and operationalize and automate loan originations and underwritings
2Transparent Processes
Unify your entire lending process and access it through dashboards to maintain complete visibility of the process
3End-to-End Compliance
Automatically aggregate data from systems, KYC, and documents to ensure compliance with regulatory
4Eliminate Manual
Errors
Errors
Eliminate manual entries to reduce errors and redundancies by automating processes
5Increase Approval
Rates
Rates
Automate verification process and analyze variables to reduce borrowing risks
6Boost Customer
Satisfaction
Satisfaction
Use insights to know customer problem areas and personalize offers for more relevant cross-selling
Speed up loan application verification and approval process for loan origination
Instantly determine the accuracy KYC applications with document verification
Upgrade existing loan or incorporate add-on like insurance easily on a centralized system
Segment and manage referrals based on factors like interests, services, or amount.
Implement Salesforce for Loan Processing with 360 Degree Cloud
Salesforce Certified
Experts
Experts
We have a pool of vetted and certified Salesforce developers, experienced with working on lending solutions
Easily Handle
Collections
Collections
We help you manage transactions and collections easily through records and timely reminders
Deliver Digital-First
Service
Service
We help you boost your lending process digitally by automating complex processes
We provide quicker service to increase productivity of your lending agents with nearly zero downtime