✦ ✦ ✦ ✦ ✦

We're at ELFA 2026

25th to 27th October, Palm Desert CA

Let's meet at Booth #48

logo logo

Financial Services Cloud

  • Towards Creating Connected Borrowing Experiences
Transforming How Alternate Lenders Function, with Financial Services Cloud

With real-time access to rich, critical client data, and meaningful insights at every stage, Financial Services Cloud has proven to be the mainstay of the lending industry.

Our understanding of the platform reduces your implementation time – be it gathering and examining documents for loan origination, tracking financial life goals, capturing a footprint of all interactions, or claim management, among other things.

Leveraging Financial Services Cloud to help alternate lenders solve business problems
Exceed expectations with lending industry-specific features
Image
Loan Origination, Servicing & Collections
  • list icon Streamline capturing of loan application data, perform credit checks, and assess risk
  • list icon Configure the platform to define loan eligibility criteria and generate pre-approval offers
  • list icon Enable your loan officers, credit analysts, and relationship managers to join forces
  • list icon Integrate with systems such as credit bureaus, payment gateways, and 3rd-party tools
Image
Customer Engagement Transformation
  • list icon Help them communicate, share information, track progress, and collaborate on deals
  • list icon Provide self-service and call deflection options through customer communities
  • list icon Offer tailored loan products and automate loan product selection
  • list icon Personalize customer experiences with data-first enterprise solutions across channels and devices
Image
Business Reporting & Compliance Management
  • list icon Unified view of customers’ profiles, loan portfolios, interactions, preferences, and market trends
  • list icon Holistic understanding of customers’ creditworthiness, repayment patterns, and potential risks
  • list icon Support risk assessment with workflows for credit assessment and compliance checks
  • list icon Monitor regulatory requirements, automate loan underwriting, and facilitate audit trails
Image
User Interface Customization
  • list icon Align the UI to your needs and optimize UX – layouts, page designs, and navigation menus
  • list icon Setup messaging functionality on the portal to allow customers to raise queries
  • list icon Launch data-powered sites, portals, and apps, connected across the customer journey
  • list icon Present guided applications, knowledge base, and chatbots with modern, conversational UI
See what Lending Logik can do for you
icon
Salesforce Consulting
& Advisory
Helping you make informed decisions in this complex and ever-changing lending industry
Learn more learn more
icon
Salesforce
Implementation
Simplifying the way, you manage loans using Salesforce-enabled process flows, making lending easier.
Learn more learn more
icon
Salesforce
Development
Designing workflows to help you originate, score, decide, and document your lending deals with Salesforce.
Learn more learn more
icon
Managed
Services
Ensuring your continued wins after Salesforce implementation with streamlined loan management journeys.
Learn more learn more
Remote Salesforce Team
  • tick Salesforce Certified
  • tick Flexible
  • tick Cost Effective
Hire salesforce developer India
Hire Salesforce Developers and Hire Salesforce Admins to work remote, as dedicated Full Time or Shared resources.
Learn More arrow
Integrations with Lending Ecosystem Products
Lead Aggregator
  • Integrate Phonexa with Salesforce
  • Integrate Lead Market with Salesforce
  • Integrate eBroker with Salesforce
  • Integrate Overflow with Salesforce
  • Integrate Zero Parallel with Salesforce
  • Integrate Clear Nexus with Salesforce
  • Integrate PingYo with Salesforce
Document Management
  • Integrate Conga with Salesforce
  • Integrate DocuSign with Salesforce
  • Integrate Nintex with Salesforce
  • Integrate Webmerge with Salesforce
  • Integrate A5 Doc Merge with Salesforce
Bank Data
  • Integrate Plaid with Salesforce
  • Integrate Credit Sense with Salesforce
  • Integrate Proviso with Salesforce
  • Integrate TaleFin with Salesforce
Process Mining
  • Integrate Seriously Compliant Software with Salesforce
Credit & Identity Verification
  • Integrate Equifax with Salesforce
  • Integrate Experian with Salesforce
  • Integrate Illion with Salesforce
  • Integrate DataX with Salesforce
  • Integrate Green Id with Salesforce
  • Integrate Aply Id with Salesforce
Accounting Software
  • Integrate QuickBooks with Salesforce
  • Integrate Xero with Salesforce
  • Integrate Myob with Salesforce
  • Integrate Zoho Books with Salesforce
Payment Processors & Gateways
  • Integrate Zepto Books with Salesforce
  • Integrate paypal Books with Salesforce
  • Integrate IntegraPay with Salesforce
  • Integrate Bpoint with Salesforce
  • Integrate Loan Payment Pro with Salesforce
  • Integrate Checkout with Salesforce
  • Integrate Peach Payments with Salesforce
Surveys & Email Marketing
  • Integrate Survey Monkey with Salesforce
  • Integrate Survay Vista with Salesforce
  • Integrate MailChimp with Salesforce
  • Integrate SendGrid with Salesforce
SMS communication
  • Integrate Twilio with Salesforce
  • Integrate Mogli with Salesforce
  • Integrate Solutions by text with Salesforce
  • Integrate SMS-Magic with Salesforce
Success Stories
story blog
Assisting Australian Business Credit to give Rent Roll Loans & Trail Book Loans with Salesforce
Australian Business Credit achieves process automation in data collection, customer onboarding, and lead management using Salesforce products and custom development.
Learn more arrow
story blog
Empowering Capify to extend Business Loans in Australia & UK with Salesforce
Capify needed a way to streamline the partner onboarding process, enhance the overall partner experience, and increase business process efficiencies.
Learn more arrow
story blog
Helping America’s No. 1 home buyer optimize & simplify its processes using Salesforce
Homevestors of America moves to a simplified and seamless way to manage its franchisees on a single platform and be more effective in its markets.
Learn more arrow
View All Success Stories arrow
Trusted Salesforce Partner of Lending Companies
Marquee Clients
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
img
Let’s Talk About You
Hire Salesforce Financial Services Cloud Developer
Let us help you use Salesforce Financial Services Cloud to enhance customers’ borrowing experience and increase your ROI.
Already implemented Salesforce?
Let our Salesforce Certified Team help you maximize the value of your Salesforce platform investments.
Get your Remote Salesforce Team in India:
tickHire Salesforce Developer
tickHire Salesforce Admin