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Salesforce for Lending

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. Why Salesforce for lending

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.


Iron out your mortgage and consumer lending processes to ensure your customer’s journey goes as planned.

Salesforce helps capture and visualize real time account information. It also provides access to essential client data or partner solutions for advisors — all in one place.

Enable proper account nurture with Einstein Analytics that provide cues for next steps based on collected information and common use cases.

Automated journeys can also enhance the borrower’s experience by helping them through the often daunting process of purchasing a home. Effectively integrating marketing automation into the loan application process can help create more happy homeowners and successful loan officers.

Learn more about our mortgage solutions
Family moving into their new house after receiving a mortgage loan

Small Business Loans

Adapting to regulatory changes can be hard, and your customers look to you to make the process simple.

Financial institutions need a reliable channel to support online applications for new products and hardship requests. This solution must also securely capture necessary data points, collect required documentation, and generate documents with digital signature capabilities.

Silverline developed an approach to launch a Salesforce Community or Lightning External Application to collect information and process workflows within Salesforce. This cloud-based lending solution supports high volumes of applications, and is architected for quick deployment. Rapid enhancements are possible based on the changing requirements and legislation guidelines. It is compatible with your current org and can work with existing nCino features.

Happy juice bar owner who received a small business loan .

Managing Forbearance

Address borrower concerns in times of need without overloading call centers.

In times of crisis, you want your customers focusing on what matters most, not worrying about foreclosure. Silverline can help customize Salesforce lending solutions to:

  • Automate loan forbearance requests to offload call center volume.
  • Direct borrowers to client-facing FAQ and portals. This provides easy access to common questions and guidance via Salesforce Community Cloud.
  • Deploy simple chatbots and live chat features to deliver a personalized borrower experience. Simply connect Service Cloud and Marketing Cloud to manage the loan servicing communications.

Leverage the power of Einstein Analytics to help borrowers dealing with financial hardships. Use the AI to make sure the correct Next Best Action occurs.

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.

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Lending integrations

Connect your data to improve your processes and create better lending experiences.

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