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user interface for desktop and mobile showing loan application

Digital Lending

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.

Accelerate setup and updates of loan products and pricing.

Streamline your loan offerings with a centralized catalog of reusable product templates, dynamic attributes, and configurable rules for product discovery.

user interface showing digital lending product catalog

Simplify loan pricing and payment calculations through reusable pricing elements. Define pricing procedures using an intuitive drag-and-drop user interface.

user interface showing digital lending pricing
user interface showing digital lending product catalog
user interface showing digital lending pricing

Streamline borrower applications with modern, prebuilt experiences.

Enable borrowers to go through end-to-end loan origination with Experience Cloud solutions.

user interfaces for desktop and mobile showing a loan application

Allow agents to go through end-to-end loan origination on behalf of borrowers.

user interface showing loan application with chat interface between CSR and consumer

Deploy prebuilt auto and personal loans quickly with extensible sample business data.

user interface showing pre-built loan applications
user interfaces for desktop and mobile showing a loan application
user interface showing loan application with chat interface between CSR and consumer
user interface showing pre-built loan applications

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.

user interface showing loan application and underwriter console

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.

Automate lending solutions in workflows by configuring sophisticated rating procedures with complex lookups and calculations such as factor tables, functions, and arithmetic calculations.

user interface showing behind-the-scenes business rules engine

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.

user interface showing process timeline for loan application
user interface showing loan application and underwriter console
Automate lending solutions in workflows by configuring sophisticated rating procedures with complex lookups and calculations such as factor tables, functions, and arithmetic calculations.
user interface showing behind-the-scenes business rules engine
user interface showing process timeline for loan application

Reduce manual processes to close loans faster and increase customer satisfaction.

Generate and share loan documents with a template designer, and merge fields.

user interface showing auto loan agreement

Create a list of files required from each borrower and enable documents to be uploaded with full visibility into tracking and approvals across departments.

user interface showing document checklist for loan application

Define and surface all the appropriate information to customers and capture the necessary consents.

user interface showing loan disclosures and consent

Securely capture consent from borrowers by allowing them to sign their application and store signature data in Salesforce.

user interface showing loan disclosures and consent signature capture
user interface showing auto loan agreement
user interface showing document checklist for loan application
user interface showing loan disclosures and consent
user interface showing loan disclosures and consent signature capture

Digital Lending Software FAQ

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.