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          Get Started with Digital Lending for Financial Services Cloud

          Get Started with Digital Lending for Financial Services Cloud

          Digital Lending is a unified platform that streamlines the end-to-end lending lifecycle, serving as both the point-of-sale and loan origination system. It supports loan origination for multiple products across various channels, allowing for tailored customer experiences whether self-serve (using an Experience Cloud template) or loan officer assisted. Utilizing Product Catalog Management to display loan products and common industry features, Digital Lending automatically determines loan eligibility through product qualification rules based on the applicant's context, ensuring a quick and easy loan application process.

          Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.

          Financial Services Cloud for Digital Lending

          Play button in a circle

          Get Oriented

          What You Can Do With Digital Lending

          Explore Digital Lending, Know Your Customer, Discovery Framework, and Consent Management Data Models in Data Model Gallery

          Digital Origination Platform - Demo

          Create a Preconfigured Trial Org with Sample Data

          Wrench in a circle

          Dive In: Learn About Recommended Core Features

          Create Loan Products with Catalog and Products for Digital Lending

          Show Eligible Loan Products or Categories to Users with Qualification Rules

          Pricing Procedure for Product Configurator for Digital Lending

          Set Up the Know Your Customers Data Model

          Validate Documents in Document Checklist Items

          Access Data From External Systems with Data Consumption Framework

          Streamline Integration Callouts with Integration Orchestration

          Generate a Loan Offer for Your Applicants with Pricing for Digital Lending

          Gears in a circle

          Go Deeper: Learn About Features for Specific Business Needs

          Integrations to Run Identity Verification and Anti-Money Laundering (AML) Screening

          Automate and Manage Loan Origination Stages with Stage Management

          Trailhead: Discover Disclosures and Consent Management

          Trailhead: Deep Dive into Omnistudio Document Generation

          Calculate Loan Payments with Loan Calculator

          Connector in a circle

          Extend Further: Learn About Additional Capabilities & Add-Ons

          Trailhead: Automate Complex Decision Making to Streamline Business Processes with Business Rules Engine

          Create Branded Digital Experiences with Experience Cloud

          Get a Unified Loan Application View with the Underwriter Console

          Transform Loan Product Inquiries with Agentforce Loan Product Assistance

          Play button in a circle

          Get Ready for Your Implementation

          Set Up Permissions for Digital Lending

          Get Started with Omnistudio

          Arrow in a circle

          Know Your Resources & Get Help

          Developer Resources for Digital Lending

          Financial Services Cloud Developer Guide

          Trailblazer Community: Financial Services Cloud

          Trailhead: Financial Services Cloud Trailmix

           
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