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            Complete a Loan Application

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Complete a Loan Application

            Complete a loan application during a time that’s convenient for you by using the Digital Lending self-serve experience.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            1. From your financial institution’s website, create a profile.
            2. On the product detail page review FAQs, product details, and related records. Select a loan product.
            3. Click Start Application.
            4. Enter personal information.
            5. Enter loan details.
            6. Enter address information.
            7. Enter income information.
            8. Enter expense information.
            9. Enter automatic payment details.
            10. Enter additional applicants.
            11. Enter Soft Credit Pull Disclaimer.
            12. View and select an offer.
            13. Upload applicant documents.
            14. Review disclosure and consent.
            15. Review application summary.
            16. Click Submit Application.
             
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            Salesforce Help | Article