Financial Intermediary Center for Digital Lending
Financial institutions often depend on costly custom solutions or inefficient manual processes, such as email, to manage intermediary firm applications. The Financial Intermediary Center for Digital Lending addresses these issues by offering a standardized solution for onboarding and loan intake.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions. |
By using the Financial Intermediary Center, your financial institution can expand its reach and streamline the management of third-party intermediary networks. This platform simplifies processes such as digital onboarding. Intermediaries can initiate the loan application intake process efficiently.
- Financial Intermediary Center Basics
The Financial Intermediary Center for Digital Lending offers a standardized solution for lenders to digitize the lifecycle of third-party intermediary relationships. Intermediaries originate loans and manage their staff through a secure portal. Lending institutions use automated stage orchestration to oversee compliance and due diligence. - Financial Intermediary Onboarding Journey for Digital Lending
The Financial Intermediary Onboarding Journey digitizes the third-party partnership lifecycle, from intermediary firm user registration and due diligence to employee provisioning. After approval, intermediaries use a secure portal to originate loans and collaborate with lenders on documents. Use this workflow to replace manual processes with automated orchestration for a transparent, compliant path to loan production. - 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. - Deploy the Financial Intermediaries Discovery Framework Template
Accelerate intermediary network expansion with the Financial Intermediary template for Digital Lending. Use Discovery Framework and Omnistudio to streamline onboarding for intermediary firms and employees. Customize guided forms to manage compliance, automate approvals, and grant role-based access. - Configure Dynamic Picklist Values for Financial Intermediaries
Customize data collection by mapping roles and attributes to intermediary onboarding forms. Configure picklist values on application form and party profile objects to categorize intermediary firms, identify personnel, such as Salesforce admins and loan processors, and capture geographic data. - Create Stage Definitions from Financial Intermediaries Templates
Orchestrate the partner lifecycle by creating stage definitions for intermediary firm and employee onboarding. Map transitions and automate progress from registration to approval. Use prebuilt templates to standardize workflows, or add custom logic to meet compliance requirements. - Document Management for Financial Intermediaries
Manage and track all required documentation for Intermediary firm onboarding. Configure document checklist items, document types, and document categories to organize files. Use document category document types to structure these requirements. - Disclosure and Consent for Financial Intermediaries
Establish compliance during registration by configuring authorization forms and consent text for intermediary partners. Provide transparent terms regarding identity verification and fraud prevention to build trust and meet legal requirements. - Customize an Experience Cloud Page for Financial Intermediaries
Deploy a customized Experience Cloud site by using the Financial Intermediary Portal template. Intermediaries can independently register their firms, upload compliance documents, and provision staff to eliminate manual administrative tasks. Use a centralized platform for loan origination and status tracking to accelerate partnership processes. - Manage the Intermediary Lifecycle for Digital Lending
Register your brokerage by providing business credentials, contact information, and administrator details. The lending institution uses this information to perform due diligence and identity verification before granting access to the partner portal. After approval, the administrator manages the firm's profile and gives employees access to start loan origination.
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