Simplify the loan payoff process for your customers by enabling them to request for a
loan payoff statement. The Request Loan Payoff Statement service process helps customers get
clear, timely information on their loan balance and payment details.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Submit a Loan Payoff Statement Request Your service reps can capture and submit a Loan Payoff Statement request through the Request Loan Payoff Statement Omniscript.
Self-Service for Request Loan Payoff Statement Service Process Give your customer community users access to the Request Loan Payoff Statement service process on a self-service portal, such as the Financial Services Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for a loan payoff statement through a self-service channel.
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