Salesforce Credit Solutions
Transform your lending operations with our comprehensive suite of Salesforce-native applications
A Complete Financial Picture, Instantly
Transform how you gather and verify financial data.
Speed and accuracy define success in modern lending. While others struggle with manual document collection and data entry errors, you'll establish a direct, secure pipeline to the essential data that drives confident decisions.
Our ACCESS engine seamlessly connects with core financial data sources—credit bureaus, income verifiers, and banking platforms—delivering real-time, verified information directly into your Salesforce environment. No delays. No errors. No friction.
Within seconds of application submission, you possess a complete, authenticated view of your customer's financial standing. Your team focuses on analysis and relationship-building, not paperwork. Your applicants experience a modern, streamlined process that respects their time and builds trust from the first interaction.
Connected Data Sources
- All three major credit bureaus
- Real-time banking data via Plaid
- Income & employment verification
- Alternative data providers
- Direct Salesforce integration
The ACCESS Advantage
Eliminate manual data entry. Reduce processing time by 70%. Enable your team to serve more customers with greater confidence.
Decision Engine Features
- Customizable rules engine
- Instant decisioning assistance
- Automated approval workflows
- Consistent policy application
- Real-time dashboard analytics
Decisions, Accelerated and Assured
Transform your unique lending policies into automated intelligence.
With complete financial data at your fingertips, the next challenge becomes clear: making the right decision quickly and consistently. Our DECIDE engine serves as the intelligent core of your underwriting process, translating your credit policies and risk criteria into automated, objective evaluations.
This isn't merely about speed—it's about embedding unwavering consistency into every evaluation. Each applicant receives assessment against the same objective standards. Straightforward approvals process instantly. Complex cases route to your experts with comprehensive analysis already complete.
Your underwriting team gains superpowers: processing higher volumes without sacrificing quality, applying their expertise where it matters most, and operating with the confidence that comes from identical loans being scored identically—every single time.
The DECIDE Advantage
Increase lending velocity by 5x. Ensure consistent policy application. Free your experts to focus on complex scenarios that drive growth.
Compliance: Built-In, Not Bolted-On
Navigate regulations with confidence, not complexity.
The regulatory landscape grows more complex each year. While others scramble with manual checklists and reactive measures, you'll operate with proactive, integrated compliance woven into every step of your lending process.
From application initiation through portfolio management, essential safeguards like AML and KYC verification happen automatically, seamlessly, continuously. Our COMPLY engine doesn't treat compliance as a final hurdle—it embeds regulatory adherence into the fabric of your workflow.
Every action, every decision, every data point remains audit-ready and accessible. You demonstrate adherence to ECOA, FCRA, FTC Safeguards, and evolving regulations with confidence. Transform your greatest risk into your strongest shield—protecting your institution, your reputation, and the trust you've earned.
Compliance Coverage
- Automated AML/KYC verification
- ECOA & FCRA compliance tracking
- FTC Safeguards monitoring
- Audit-ready documentation
- Continuous compliance updates
The COMPLY Advantage
Achieve 100% audit readiness. Eliminate manual compliance tasks. Operate with total confidence in your regulatory adherence.
Explore Our Applications
Discover the specific Salesforce applications that power our platform