Salesforce Digital Lending

Salesforce for Lending & Financing

Stay ahead of the competition with a digital lending experience.

Easy Application

Make it easy to apply.

Allow prospects to submit applications in multiple sessions. Reduce coordination efforts by enabling self-service for prospects to check their status in real-time, submit further documentation and review their credit lines.

WHERE DO WE BEGIN?

De-risk lending.

Run deep analytics on your customers to identify profitable profiles and optimize your lending criteria. Ensure you do not engage with high risk profiles with reliable metric measurement.

ANALYZE MY CUSTOMERS FOR ME.

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Lending Application Process

Application to approval in a jiffy.

Manage your applications, underwriting, approval, disbursal and payment information under one roof. Allow different departments to see relevant information to accelerate their operations.

HELP US FIX OUR OPERATIONS

What We Do

  • Applications

    We create an application portal that allows your prospects and customers to fill out credit applications across multiple sessions. They can then check the status in real-time. Request further documentation and receive it from them in a seamless exchange of information.

  • Workflows

    We setup complex workflows that cut across your marketing, sales, underwriting and approval teams. Further, automate your disbursal and receipt mechanisms inside Salesforce.

  • Reporting

    We help setup complex reports and dashboards for you to monitor your application pipeline, aggregated customer profiles and process efficiency – be that in native Salesforce reporting or Salesforce Einstein Analytics (Wave).

  • "Accelerize 360 is a  critical partner in defining and executing our digital marketing strategy.  From driving a first class marketing program to developing a growth-focused marketing tech stack, Accelerize 360 has brought a level of sophistication we have not found anywhere else."
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    Leads on Demand
    CEO
  • "We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
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    Network
    Project Leader
  • "Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
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    Integral
    Director
  • "We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."
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    Best Brains
    Salesforce Admin

Make your business digital.

Join thousands of lending companies on the Salesforce platform.

ACCELERIZE TODAY