End-to-end Loan Management Software Solution using Salesforce
Optimize every aspect of your lending process
Loan Origination
Process leads/inquiries from all channels – lead marketplaces, website, digital, email, phone- Mobile-optimized forms to ensure a smooth
application experience for the borrowers
- Self-serve lending portals with capabilities
such as profile management, application
tracking
- Ensure high-quality applications with
pre-screening checks
Application Processing
- Score & prioritize leads based on their
responses to enable focusing on high-quality ones
- Automate screening, credit checks &
validation using inbuilt processes or via integrations
- Intelligent Decision Engine for automation
of the underwriting process
- Assign leads to agents to nurture & convert
them
Loan Offer & Servicing
- Gather all the required information using
integrations & data exchange APIs
- Generate loan offers, including terms &
conditions, interest rates, & repayment schedules
- Timely call center intervention to
facilitate negotiation, & generate custom offers
- Expedite closure of inquiries, enable
document e-verification, & automate loan disbursal
Relationship Management
- Maintain a 360-degree view of customers -
account information, interactions, loan history
- Facilitate relevant & timely messaging,
personalized interactions & fulfillment of
obligations
- Identify cross-sell opportunities &
facilitate account renewal & expansions
- Build lasting customer relationships with
prompt availability & interventions
Salesforce Certified
Hire
Salesforce Developer