To maximize your lending teams' productivity, set up essential features that support loan origination workflows. Configure product catalogs, pricing procedures, and qualification rules so loan officers can process applications and make lending decisions.
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
To help your lending teams offer the right loan products to applicants, configure product catalogs with attributes, categories, and classifications.
To calculate accurate loan pricing, configure pricing procedures that determine interest rates, fees, and adjustments based on applicant profiles and loan terms.
Guide loan officers with automated qualification rules that evaluate applicant eligibility based on credit scores, income, and other criteria.
To streamline the loan origination process, configure stage management to track applications through submission, underwriting, approval, and closing.
After you set up your Salesforce org, configure Experience Cloud sites for self-service loan applications and partner portals. Then set up integrations, such as the prebuilt Equifax template, and train your lending teams on digital lending workflows.
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