Skip To Content
Get In Touch

Search...

Salesforce for Lending

Mphasis Silverline’s Salesforce lending solutions build trust and maintain transparency.

When it comes to lending, things are moving faster than ever before. Make sure your firm can keep up.

Disparate systems and manual processes are no longer sustainable, and oftentimes can lead to lost opportunities or closed accounts. Leverage the power of Salesforce for lending to meet and exceed the needs of your customers with a single platform.

Benefits of Salesforce for Lending

  • Exceed Expectations

    Customers demand a frictionless user experience and instant answers. Salesforce can help your team streamline digital account opening, onboarding, and loan origination. Banks can rely on Salesforce’s lending solutions to provide customers what they want, when they want it.

  • Control Costs

    Banks spend a large portion of their IT budget on maintenance. Using Salesforce to automate deposits and account opening processes can keep costs down and increase customer satisfaction.

  • Outsmart the Competition

    Increase efficiency by improving transparency and collaboration. Salesforce lending helps you automate manual processes and provide personalized solutions based on customer information like spending habits and life events.

  • Maintain Compliance

    Financial service institutions are heavily regulated. By digitizing the loan process, lenders enable visibility into the full customer relationship, and uncover opportunities to grow customer footprints. This means commercial lenders can concentrate on what matters most to the overall organization — customer acquisition and growth.

Salesforce Lending Solutions

  • Real Estate Software
  • Real Estate Software

    Mortgage

    Salesforce simplifies mortgage and consumer lending by centralizing real-time account and client data, guiding advisors with CRM Analytics, and enabling automated journeys that support borrowers through the home-buying process. By integrating marketing automation, lenders can nurture accounts effectively, reduce friction, and create better experiences for customers and loan officers alike.

    Learn more
  • Small Business Loans

    Salesforce streamlines mortgage and consumer lending by centralizing client data, guiding advisors with analytics, and automating borrower journeys. Marketing automation helps nurture accounts, reduce friction, and improve experiences for both customers and loan officers.

  • Managing Forbearance

    Keep borrowers informed and supported while reducing service strain on your call center. Mphasis Silverline helps customize Salesforce to:

    • Automate loan forbearance requests
    • Direct borrowers to self-service portals and FAQs
    • Deploy chatbots and live chat for personalized support
    • Use CRM Analytics to guide next best actions during financial hardship
  • Commercial Lending

    Track and automate your commercial team’s progress as you eliminate manual processes and effectively tackle the competitive landscape.

    At their core, commercial lenders are relationship managers. Salesforce enables lenders to focus on people, and use technology to attract and acquire qualified customers. Users can create transparency with new and existing customers, and manage their credit exposure while reducing time on decision making.

Why choose Mphasis Silverline?

When it comes to banking & lending digital transformation, Mphasis Silverline combines over a decade of Salesforce implementation experience with extensive knowledge of your industry and processes to partner with your business. Our experts have been in your shoes — and they have the Salesforce and financial subvertical expertise to help your organization thrive.

As you look to take your organization to the next level, we can help you leverage Salesforce for your lending operations and build the modern experience your customers expect.

Partner

Ready to see results?

Get in touch

The latest from our banking & lending team