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Experience Builder Components Provided in Financial Services Cloud
Work with Experience Builder to configure the existing components and optionally add components to pages. The prebuilt components wrap flows that customers use to start or modify a loan application, upload supporting documents, browse FAQs and other Salesforce knowledge features, or request help.
- Knowledge Management
Give your portal users access to browse knowledge articles to understand complex financial products and services. Configure the Financial Services Client Portal with AI-powered components to summarize long articles, surface top inquiries, and answer context-specific questions without needing to contact support. - Mortgage Flow Launcher
The Mortgage Flow Launcher is preconfigured as a self-guided help request flow. Optionally configure it to add useful flows to Experience Builder pages. - Open Loan Application
The Open Loan Application component summarizes each non-closed application in a tile on the borrower's Profile page. Configure this component to display the Start New Application flow when the borrower has no applications in process. - Section Summary View
The Section Summary View component displays borrower loan information on the Summary tab of the Residential Loan Application page. The information is displayed in expandable sections that correspond to the United Residential Loan Application. Configure which sections to display and customer permissions to view, and edit loan information. - Loan Officer Information
The Loan Officer Information component displays useful contact information to customers. Optionally configure the contact information or add the tile to other Experience Builder pages.
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