End-to-end loan origination, servicing, collections, and syndication — powered by Salesforce.
Streamline borrower onboarding, underwriting, and funding with automated, audit-ready workflows in Salesforce.
Manage payments, escrow, delinquencies, and borrower requests while maintaining full portfolio visibility.
Allocate loans to multiple investors, track payouts, and automate investor reporting seamlessly in Salesforce.
Manage leases, residual values, payments, and accounting for equipment, vehicles, or property assets.
Automate credit, background, identity, income, KYC/KYB, sanctions, and AML verifications — all within Salesforce.
Instant consumer credit reports from Experian, Equifax, and TransUnion.
Access global business credit data and automate credit decisions.
Automate bank account, balance, transaction, income, and identity.
Nationwide criminal and background screening for individuals and businesses.
Automated and continuous sanctions and OFAC monitoring.
Instantly confirm customer identities using Plaid and Thomson Reuters CLEAR data.
Instant, secure verification of income and employment powered by Plaid’s trusted financial data.
Access to global business registry data to verify company status and ownership.
Instant SSN and EIN verification via TinCheck, automated entirely within Salesforce.
Identify liens, bankruptcies, and court judgments instantly using Thomson Reuters CLEAR data.
Verify individuals and businesses instantly using Thomson Reuters CLEAR real-time intelligence.
Automate complex business logic and approvals with a no-code decision engine — all within Salesforce.
Automate business rules and approvals with a no-code decision engine.
Secure document generation, e-signature, automated document collection, parsing, and vaulting — all within Salesforce.
Generate, merge, split, digitally sign, and vault documents securely.
Parse PDFs and financial documents into structured data — detect tampering, prevent fraud, and power smarter decisioning.
Centralize secure SMS, online fax, and encrypted email communication — all within Salesforce.
Automate and manage SMS, MMS, and fax communication.
Send encrypted, HIPAA-compliant emails and receive threaded replies linked to Salesforce records.
Automatically collect, receive, and tag documents securely with bots.
Synchronize Salesforce with QuickBooks and AWS S3 to cut costs, keep data consistent, and streamline workflows.
Sync customers, invoices, and payments in real time with two-way QuickBooks.
Securely sync files and data between Salesforce and AWS in real time.
Process ACH, eCheck, and card payments through 100+ global gateways — all PCI-compliant and built within Salesforce.
The most advanced payment solution to manage credit cards, debit cards, and ACH payments on Salesforce.
Automate healthcare eligibility, pre-authorization, and patient communication — all HIPAA-compliant within Salesforce.
Automate medical insurance eligibility and verification with 900+ payers in Salesforce.
Squeeze Your Financial Lemons For All They’re Worth
Retrieve real-time consumer credit reports from major bureaus directly within Salesforce.
Merge, generate and send for signature all within Salesforce.
Send encrypted SMS and faxes directly within Salesforce with delivery tracking.
Create intelligent business rules and automate decision workflows within Salesforce.
Screen against criminal databases directly in Salesforce for instant background verification.
Extract and analyze documents using AI-powered technology directly within Salesforce.
Send encrypted emails directly within Salesforce with HIPAA compliance.
Process payments directly within Salesforce with automated reconciliation and PCI security.
Instantly verify bank accounts and access real-time transaction data directly within Salesforce.
Share files with end-to-end encryption directly within Salesforce.
Instant Insurance Eligibility Verification within Salesforce
Seamless accounting system integration.
Screen against sanctions lists directly in Salesforce for instant compliance verification.
Access business credit reports from Dun & Bradstreet, Experian, and Equifax directly in Salesforce.
Authenticate video and photo and eliminate traditional inspection process within Salesforce
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Conduct remote property inspections with digital documentation directly within Salesforce.
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