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            Financial Intermediary Center Basics

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            3. Financial Services Cloud Admin Guide

            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.

            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, streamline the management of third-party intermediary networks, and increase operational efficiency. The solution simplifies implementation with prebuilt components and templates that align with Digital Lending, enabling financial institutions to scale their external partner networks effectively.

            User Personas for Financial Intermediaries

            Working with the Financial Intermediary Center involves two categories of user personas.

            Financial Institution Personas

            Persona Responsibilities
            Salesforce admin Configures the Salesforce org, sets up Experience Cloud sites, manages Discovery Framework templates, and defines the Stage Management Orchestration by using the predefined template.
            Partner Relationship Manager (PRM) Acts as the primary contact for external firms. Initiates the registration process, manages firm-level relationships, and oversees the high-level performance of intermediary channels.

            Intermediary Firm Personas

            Intermediary firms have these personas to complete onboarding and originate business through the portal.

            Persona Responsibilities
            Intermediary Relationship Manager Represents the intermediary firm during the initial partnership phase. Submits the firm’s basic licensing and business details to the bank to start the onboarding process.
            Intermediary Firm Admin Acts as the superuser for the intermediary firm. Manages the firm’s profile, adds employees, such as loan originators and processors, and assigns access to specific loan records within the team.
            Loan Originator The primary producer who initiates loan applications on behalf of customers and completes their own professional profile for bank approval.
            Loan Processor Assists loan originators in gathering customer documents and makes sure that application forms are complete before submission to the bank.
             
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