Turn On Financial Intermediary Center for Digital Lending
Extend Digital Lending to start loan origination through intermediary channels. Manage
third-party intermediaries through dedicated digital channels. Use this feature to configure
secure portals and sharing rules for partners to submit and track loan applications.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions.
User Permissions Needed
To set up Financial Intermediary Center:
Digital Lending permission set
From Setup, find and select Digital Lending.
Turn on Financial Intermediary Center.
After you turn on this setting, configure the financial intermediary portal and sharing
settings so intermediaries can submit and track loan applications.
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