From point of sale to origination – simplify digital lending on a flexible, connected platform. Admins can extend prebuilt experiences to expand loan offerings and bring lending products to market quickly. Reduce the cycle time to make decisions with improved transparency for borrowers and brokers.
Create new lending opportunities and bring loan products to market quickly. Deploy modern, pre-built experiences for borrowers and underwriters. Unify borrowers’ information in one place for underwriters. Make lending decisions more quickly.
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.
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.
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 lending 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.
Generate and share loan documents with a template designer, and merge fields.
Create a list of files required from each borrower and enable documents to be uploaded with full visibility into tracking and approvals across departments.
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.
Help your entire team find important answers and start making data-driven decisions.
Enables product-to-cash automation on one trusted platform.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Activate all your customer data across Salesforce applications.
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Make smarter decisions by connecting and acting on all of your marketing data, investments, and KPIs.
Digital Lending includes 25,000 loan applications. Additional Digital Lending loan applications available as add-ons at $18,000 per 1,000 loan applications.
Simplify digital lending on a flexible, AI-powered platform.
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 lending is modern approach to streamline loan applications and underwriter approval processes. It reduces the need for borrowers to contact banks over the phone or in person by providing online application loan experiences.
Digital lending allows banks and lenders to consolidate point of sale and multiple loan origination systems into a single lending platform, reducing the number of separate platforms needed to pay for and maintain. Digital lending also speeds the decisioning process with automation.
Talk to your Salesforce account team or consultant to learn more about Salesforce Digital Lending.
Users at banks and lenders can improve efficiency and reduce risk by reusing business processes and automating document generation and workflows. Additionally, use digital lending software to get started quickly using prebuilt applications for specific types of loan such as auto or personal loans.
Choose the digital lending software that's right for you by evaluating the individual needs of your business. Digital lending enables you to provide modern, online experiences for your borrowers, automate underwriter experiences, and speed loan decisions. See details on Salesforce Digital Lending here.
