Lending Logik

Make Lending Easy & Seamless Using Salesforce Sales Cloud

Using the Salesforce Sales Cloud’s capabilities, we make borrowing easy and straightforward for your loan applicants.

Ensure a seamless lending cycle, streamline communication, match the best-suited offer with each lead, propose profile-based loan amounts and payment plans, disburse loans quickly, and gain insights into borrowers’ profiles with our solutions.

End-to-end Loan Management Software Solution using Salesforce

Optimize every aspect of your lending process

Loan Origination

Process leads/inquiries from all channels – lead marketplaces, website, digital, email, phone
Mobile-optimized forms to ensure a smooth application experience for the borrowers
Self-serve lending portals with capabilities such as profile management, application tracking
Ensure high-quality applications with pre-screening checks

Application Processing

Score & prioritize leads based on their responses to enable focusing on high-quality ones
Automate screening, credit checks & validation using inbuilt processes or via integrations
Intelligent Decision Engine for automation of the underwriting process
Assign leads to agents to nurture & convert them

Loan Offer & Servicing

Gather all the required information using integrations & data exchange APIs
Generate loan offers, including terms & conditions, interest rates, & repayment schedules
Timely call center intervention to facilitate negotiation, & generate custom offers
Expedite closure of inquiries, enable document e-verification, & automate loan disbursal

Relationship Management

Maintain a 360-degree view of customers - account information, interactions, loan history
Facilitate relevant & timely messaging, personalized interactions & fulfillment of obligations
Identify cross-sell opportunities & facilitate account renewal & expansions
Build lasting customer relationships with prompt availability & interventions

See what Lending Logik can do for you

Salesforce Consulting
& Advisory

Helping you make informed decisions in this complex and ever-changing lending industry

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Salesforce
Implementation

Simplifying the way, you manage loans using Salesforce-enabled process flows, making lending easier.

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Salesforce
Development

Designing workflows to help you originate, score, decide, and document your lending deals with Salesforce.

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Managed
Services

Ensuring your continued wins after Salesforce implementation with streamlined loan management journeys.

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Remote Salesforce Team

Salesforce Certified
Flexible
Cost Effective

Hire Salesforce Developers and Hire Salesforce Admins to work remote, as dedicated Full Time or Shared resources.

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Success Stories

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.

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Enhancing Swift Loans’ ability to provide fast easy Pay Day Loans with Salesforce

Swift Loans achieving prosperity in a dynamic market through tailored solutions leveraging Salesforce products.

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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.

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Let’s Talk About You

Speak to us to build a Loan Management Software solution using Salesforce, that is right for your unique lending business.

Already implemented Salesforce?

Let our Salesforce Certified Team help you maximize the value of your Salesforce platform investments.

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