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General Published on: Fri Aug 04 2023

Revolutionizing Lending with Salesforce Cloud-Based Solutions

Manual procedures and disparate systems no longer work, resulting in missed opportunities and closed accounts. Use Salesforce's capability for lending to meet and exceed your client's needs on a single platform.

Full digitalization is necessary to lead the next generation of lending and leasing. Offering a best-in-class experience can help your financial institution stay ahead of the competition as individuals search for innovative methods to borrow money online.

A cloud-based, end-to-end lending solution, the Cloud Lending Platform serves the whole lending lifecycle for banks, alternative financing providers, and equipment lessors.

Did you know the average time to close a mortgage is 46 days? This is large because of incomplete data and antiquated procedures.

This type of experience is disconcerting in the current market for anyone, let alone younger digital-first consumers who make up 37% of the house purchase market (and growing). Mortgage businesses are under a lot of pressure to offer seamless and streamlined lending experiences as independent brokers and fintech innovators enter the industry. Because of this, more businesses are employing Salesforce.

Empowering Lending Operations with Cloud-based Salesforce Solutions

Manual procedures and disparate systems are no longer viable and frequently result in missed opportunities or closed accounts. Use Salesforce's capability for lending to meet and exceed your client's needs on a single platform.

  • Exceeding expectations - Consumers want a seamless user experience and quick responses. Your team can streamline digital account opening, onboarding, and loan origination with Salesforce's assistance. Banks can trust Salesforce's lending solutions to give clients what they want when they want it.
  • Effectively manage expenses -The majority of a bank's IT budget goes towards upkeep. By automating deposit and account opening procedures, Salesforce can reduce expenses and improve customer satisfaction.
  • Conquer the opponents - Enhance collaboration and transparency to increase efficiency. Salesforce lending lets you streamline manual procedures and deliver individualized solutions based on details about your customers' spending patterns and life events.
  • Keep up compliance - Institutions providing financial services are closely regulated. Lenders can gain access to the entire customer relationship and find possibilities to expand client footprints by digitizing the lending process. This allows commercial lenders to focus on what is most important to the organization's growth and acquisition of new clients.

How does Salesforce Cloud-Based Lending Solution work?

Asset Management firms are using cloud benefits in addition to the capital markets and insurance companies so they may successfully give transparency and consumer confidence. If the clients are happy with the services, the firm can succeed. Our organization has created intelligent solutions for these Wealth Management firms to empower the clients. These solutions assist in gathering and visualizing data for each new user, which can then be distributed through networks. 

Solutions are provided under one roof, enabling the best accommodations to be extended to every type of customer to deliver a reliable database on the client and put forth recommendations about the partner.

  •  Considering that we offer financial asset integration, receiving insightful feedback from clients.
  •  Controlling the integration tools used to distribute customized suggestions across networks.
  •  Automating the management of marketing automation and household tasks to minimize time spent on service delivery and maximize time spent on goal-achieving.

Advantages of Salesforce Cloud-Based Lending Solutions

Banking and lending organizations compete based on timely and pertinent communications, insights, and access across all devices. With Financial Services Cloud, you can coordinate with key stakeholders more efficiently, source and prioritize referrals, track and visualize client connections, and give visibility for all phases of the banking and borrowing operations.

Banking and lending organizations can:

  • Respond to changes in mortgage and consumer lending regulations.
  • Ensure that retail banking offers consistent next-level client service.
  • Considering the customer journey, anticipate requests for member services.
  • Monitor and automate the progress of commercial loans.
  • Satisfy statutory requirements for the demand for commercial banking.
  • It effectively maintains portfolios, boosts transaction volume, and hastens the launch of new products. You have total control over the loan products owing to CL Loan, which provides real-time online updates of transactions and is simple to link with mobile platforms. 

Solutions Offered by the Salesforce Cloud 

Financial institutions may streamline their lending processes and enhance customer experiences with the help of the different lending solutions provided by Salesforce Cloud. Salesforce Cloud offers many loan solutions, such as: 

Financial Services Cloud: With the help of this service, financial institutions can better manage their client relationships by getting a complete picture of their client's financial status. Additionally, it has features for loan underwriting, origination, and servicing.

Loan Origination: Lenders can automate their loan application and underwriting procedures with the help of Salesforce's loan origination solution. It also has elements like document management and e-signature, which can hasten the processing of loans.

Loan Servicing: With the help of this service, lenders may manage their loan portfolios and automate tasks like processing payments, monitoring delinquencies, and collections. Additionally, it offers resources for reviewing and reporting loan performance. 

Marketing and sales: Lenders can generate leads, cultivate client connections, and close more loans with the aid of Salesforce's marketing and sales tools. The platform provides tools for lenders to target the right customer with the right offers, including email marketing, lead scoring, and predictive analytics.

Community Cloud: Lenders can design exclusive online communities for investors and borrowers using Salesforce's Community Cloud. These communities can give investors a place to keep track of their investments and receive updates on loan performance as well as a place for borrowers to obtain loan information and engage with lenders.


Salesforce Cloud-based Lending Solutions offer end-to-end lending services for banks and equipment lessors. With streamlined digital account opening, loan origination, and automated procedures, the platform enhances customer experience and reduces expenses. It also helps institutions stay compliant with regulations and provides personalized solutions based on customer spending patterns and life events.

Hexaview's Salesforce development service is your one-stop solution to streamline your sales and marketing operations. Our team of certified developers has expertise in customizing Salesforce to suit your business needs. We ensure seamless integration with third-party systems, lightning-fast implementation, smooth migration like Microsoft Dynamics to Salesforce Migration, and provide ongoing support. Trust Hexaview to elevate your Salesforce experience and boost your business productivity.

Hexaview Technologies is a Digital Transformation Firm providing high-end products and solutions to clients who include leading players in the worldwide technology industry. We specialize in designing, developing, and implementing complex data and software solutions that leverage the most advanced technology infrastructure to your critical business needs. Our niche spans technology pillars like” – Salesforce, Cloud, AI, NLP, ML, and more.