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Digital Origination
Digital Origination (formerly Digital Lending) unifies your entire origination ecosystem. From loans to deposits, launch products faster and automate complex decisioning with a single, AI-powered solution built for speed and scale.
What can you do with digital origination?
Launch products faster by originating multiple journeys through a single, unified solution. Eliminate system toggling with an AI-powered solution that centralizes applicant summaries and offers built-in compliance. With out-of-the-box integrations, you can accelerate decisioning and streamline the entire application lifecycle.
Loan Origination
Streamline end-to-end loan origination for banks, credit unions, and mortgage lenders. From initial application to AI-powered underwriting and fulfillment, deliver a seamless borrowing experience across both direct and indirect channels.
Deposit Account Origination
Deliver frictionless account opening experiences using out-of-the-box templates and AI-powered workflows. Empower retail customers to onboard independently, driving deposit growth and scaling your operations without expanding headcount.
Commercial Account Origination
Transform complex B2B onboarding into a competitive advantage. Provide your commercial clients with a memorable, highly personalized experience featuring dynamic data capture and faster turnarounds to accelerate time-to-value.
Accelerate Product Management and Partner Collaboration.
Streamline your loan offerings with a centralized catalog of reusable product templates, dynamic attributes, and configurable rules for product discovery.
Simplify loan pricing and payment calculations through reusable pricing elements. Define pricing procedures using an intuitive drag-and-drop user interface.
Simplify broker onboarding and attain business growth. Automate firm registration, enable intermediary led loan origination, improve collaboration, and simplify commission management.
Streamline borrower applications with modern, prebuilt experiences.
Enable borrowers to go through end-to-end loan origination with Experience Cloud solutions.
Allow agents to go through end-to-end loan origination on behalf of borrowers.
Deploy prebuilt auto and personal loans quickly with extensible sample business data.
Guide borrowers through loan product discovery with Agentforce answering questions about loans, sharing interest rate and fee details, and comparing offerings.
Make faster decisions in a unified workspace with built-in automation.
Drive approval processes through automation with an expansive view of all loan applications and make decisions about loans even faster.
Collect and store credit and KYC information in an out-of-the-box data model using open APIs to connect to your preferred vendor.
Automate lending solutions in workflows by configuring sophisticated rating procedures with complex lookups and calculations such as factor tables, functions, and arithmetic calculations.
Simplify complex steps in origination processes with greater control. Determine entry and exit criteria of each stage in a process and restrict stage transitions with user access – all with low- to no-code configuration.
Reduce manual processes to close loans faster and increase customer satisfaction.
Generate and share loan documents with a template designer, and merge fields.
Support end-to-end processes for secured loans, by performing ownership and lien checks, validate collateral against loan policies, and accurately track the asset's lendable value for better efficiency and compliance.
Define and surface all the appropriate information to customers and capture the necessary consents.
Securely capture consent from borrowers by allowing them to sign their application and store signature data in Salesforce.
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Digital Origination Pricing
Digital Origination includes 25,000 loan applications. Additional Digital Digital Origination applications available as add-ons at $6,000 per 1,000 applications.
Digital Origination
Simplify digital origination on a flexible, AI-powered platform.
$
175,000
USD/Org/Year
(Billed annually)
- Product Catalog and Salesforce Pricing
- Prebuilt Loan Applications
- Underwriter Console
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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Digital Origination Software FAQ
Digital origination is a modern approach to streamline loan and deposit account applications and underwriter approval processes. It reduces the need for applicants to contact banks over the phone or in person by providing online application experiences.
Digital origination allows banks and lenders to consolidate point of sale, and multiple product origination systems including loan and deposit accounts into a single unified solution, reducing the number of separate tools needed to pay for and maintain. Digital origination also speeds the decisioning process with automation.
Talk to your Salesforce account team or consultant to learn more about Salesforce Digital Origination.
Users at banks and lenders can improve efficiency and reduce risk by reusing business processes and automating document generation and workflows. Additionally, get started quickly using prebuilt applications for both structured and unstructured loans such as auto, HELOC, or personal loans and deposit accounts.
Choose the origination solution that's right for you by evaluating the individual needs of your business. Digital origination enables you to provide modern, online experiences for your applicants, automate underwriter experiences, and speed approval decisions. See details on Salesforce Digital Origination here.
Yes. Digital Origination is a comprehensive loan origination software designed to manage the entire lifecycle of both secured and unsecured loans. By unifying application intake, risk assessment, and fulfillment into a single solution, it allows financial institutions to automate complex decisioning and accelerate time-to-market for new lending products.
Yes. In addition to lending, the solution functions as an agile account origination software for consumer deposit accounts and commercial accounts. It streamlines the onboarding process, simplifies data collection, and ensures built-in compliance, enabling banks to provide a frictionless, "digital-first" experience for customers opening new accounts.