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            Self-Service Loan Application for Digital Lending

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            Self-Service Loan Application for Digital Lending

            Apply for a loan during a time that’s convenient for you by using the Digital Lending self-service loan application process. Create a profile, browse loan products, and start, pause, and complete a loan application at a time that’s convenient. Minimal interaction with bankers at a financial institution and simple steps help you complete a loan application quickly and easily. After your loan application is submitted, review a loan summary and complete the action items assigned by a banker to complete the application process.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            • Complete a Loan Application
              Complete a loan application during a time that’s convenient for you by using the Digital Lending self-serve experience.
            • View Loan Details with Loan Calculator
              Identify the overall financial contribution to a loan by viewing the loan terms and interest rates in Loan Calculator. For example, in the easy-to-use Loan Calculator, clients can update the loan amount, loan term, and interest rate to view the monthly payment, principal, and interest rate. They can customize the values in the loan calculator view and compare the total loan amount, principal, and interest paid over the loan term.
             
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            Salesforce Help | Article