Overview
End-to-end loan origination, servicing, collections, and syndication — powered by Salesforce.
Loan Origination
Streamline borrower onboarding, underwriting, and funding with automated, audit-ready workflows in Salesforce.
Loan Servicing
Manage payments, escrow, delinquencies, and borrower requests while maintaining full portfolio visibility.
Syndication
Allocate loans to multiple investors, track payouts, and automate investor reporting seamlessly in Salesforce.
Lease Management
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.
Credit Checker
Instant consumer credit reports from Experian, Equifax, and TransUnion.
Business Credit Checker
Access global business credit data and automate credit decisions.
Plaid Connect
Automate bank account, balance, transaction, income, and identity.
Criminal Checker
Nationwide criminal and background screening for individuals and businesses.
OFAC Sanctions Checker
Automated and continuous sanctions and OFAC monitoring.
Identity Verification
Instantly confirm customer identities using Plaid and Thomson Reuters CLEAR data.
Income & Employment
Instant, secure verification of income and employment powered by Plaid’s trusted financial data.
SOS Verification
Access to global business registry data to verify company status and ownership.
IRS Verification
Instant SSN and EIN verification via TinCheck, automated entirely within Salesforce.
Liens & Judgments
Identify liens, bankruptcies, and court judgments instantly using Thomson Reuters CLEAR data.
KYC/KYB Verification
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.
Decision Rule Engine
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.
Document Generation & eSignature
Generate, merge, split, digitally sign, and vault documents securely.
Document Insight
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.
SMS & Fax Hub
Automate and manage SMS, MMS, and fax communication.
Secure Email (Powered by Paubox)
Send encrypted, HIPAA-compliant emails and receive threaded replies linked to Salesforce records.
Secure File Transport (Powered by Botdoc)
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.
Quickbooks Connect
Sync customers, invoices, and payments in real time with two-way QuickBooks.
AWS Connect
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.
Payment Connect
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.
Medical Insurance Verification
Automate medical insurance eligibility and verification with 1100+ payers in Salesforce.
See how our platform supports industry-specific workflows and outcomes.
Financial Services
Healthcare
Insurance
Government
Non-Profits
CDFI
Technology
Transportation & Logistics
Property Management & Real Estate
Education
Staffing
News
Blogs
Product Guides
Case Studies
Document Generation &Signature
