Extend Digital Origination 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.
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions. |
| User Permissions Needed | |
|---|---|
| To set up Financial Intermediary Center: | Digital Lending permission set |
After you turn on this setting, configure the financial intermediary portal and sharing settings so intermediaries can submit and track loan applications.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.