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We're at ELFA 2026

25th to 27th October, Palm Desert CA

Let's meet at Booth #48

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Slack

  • Collaborate & Conquer: Empowering Lending Excellence with Slack
Bringing your data, processes, & borrowers together using the combined power of Salesforce and Slack

We work with you to set up a Slack-enabled multistakeholder experience supported by workflows and integration, so you can achieve the maximum benefit from your investment in the platform.

With this complete collaboration platform, we bring insights and action items together.

Aligning people and processes for an enhanced customer, partner and user experience
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Central Hub for Streamlined Communication
  • list iconCreate special rooms that allow you to hold meetings, make announcements, conduct training, or celebrate your wins
  • list iconIntegrate chatbots into Slack to provide instant responses to common inquiries, such as checking loan application status
  • list icon Use direct messaging to share updates, ask questions, seek clarification, and address issues promptly
  • list iconLoan assessors etc. present across time zones to utilize Slack's collaboration features such as video and audio calls and screen sharing
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Digital HQ for Enhanced Collaboration
  • list icon Use project, topic or team-specific channels to have a central space for conversations, files, tools, and people
  • list iconEasily share loan documents, reports, updates, and visualizations as PDFs, images, or interactive web pages within Slack
  • list iconA secure, scalable, and economical solution for all workflows, such as customer onboarding
  • list iconIntegration with tools such as for project management, analytics, and document management to streamline processes
See what Lending Logik can do for you
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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
  • 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.
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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
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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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Trusted Salesforce Partner of Lending Companies
Marquee Clients
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Let’s Talk About You
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