Salesforce for Lending & Financing
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.
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.
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.
What We Do
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.
We setup complex workflows that cut across your marketing, sales, underwriting and approval teams. Further, automate your disbursal and receipt mechanisms inside Salesforce.
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).
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