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          Rep Assisted Loan Application for Digital Lending

          Rep Assisted Loan Application for Digital Lending

          Bankers can assist applicants complete their loan application by using the rep-assisted loan application process. Use Product Catalog Management to show bankers the loan products for which an applicant is eligible. Bankers can assist a client with a loan application process, view contextual information, and have access to relevant tasks by using Digital Lending Omnistudio components.

          Required Editions

          Available in: Lightning Experience

          Available in: Professional, Enterprise, and Unlimited Editions

           
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          Salesforce Help | Article