AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Touchless Lending Experience for Salesforce

Touchless Lending Experience/Making Customer Engagement & Acquisition Easy

Overview

Touchless Lending® Experience for Salesforce is a customer engagement acquisition platform for lending that provides a single pane of glass integrating with multiple lead aggregators to build a 360° view of customers and loan origination workflows.

1 of 6

  • • Orchestration of sales & marketing activities to drive greater traffic to the mouth of the funnel. Ability to integrate with the best sources of leads in the market – from 3rd parties like LendingTree to referrals, from local realtors and builder

  • • Single interface and app to drive the full business process cycle from lead to loan with intelligence to automate omnichannel borrower communication and drive closure actions

  • • Integrated with leading LOSs, Pricing engines and over 100 3rd party industry data sources from credit to appraisal to enable full loan closure workflows

Tavant’s Touchless Lending® Experience for Salesforce is the only Home Loan Officer/ Advisor solution built on top of Salesforce and uses Financial Service Cloud which drives the “lead to loan” process with industry-specific workflows, data & services connectors and insights. Ensures seamless collaboration with all parties, including borrowers, realtors, internal stakeholders like processors and underwriters. Feature set Manage Lead Funnels Efficiently o Skill and Load based Lead Routing o Intelligent Lead prioritization Engage through Omni-channel o Communicate with borrowers based on lifecycle events on the digital channel of their choice: call, email, text or push notifications o Maintain history of all borrower communications to create a true Customer 360 view Execute Mortgage Processes Seamlessly o Manage personalized workflows based on borrower, product preference and source channels o Map leads to opportunities and loan scenarios Leverage Salesforce Innovation o Secured and standardized data model for data security o Salesforce’s event platform and APIs deliver customization hooks that allow the leads to adjust to your nuances without sacrificing best practices

Categories

Business Needs
Finance
Industries
Financial Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Tavant

  • Tavant FinConnect
    by Tavant
    No Ratings
    FinConnect is a component of Tavant’s AI-powered digital lending suite of products, VΞLOX, and simplifies the lending experience, providing lenders plug-and-play access to 130 connectors from more than 60 service providers.
    Productivity

  • Warranty CPQ Connector
    by Tavant
    No Ratings
    Tavant CPQ connector, synchronizes product warranties & pricing data, manages complex product catalogues, SKU variations and creates bundled pricing, visibility into warranty information while configuring the quotes from CPQ.
    Quotes & Orders

  • Tavant Access and Permission Manager
    by Tavant
    No Ratings
    Tavant Access and Permission Manager is a native Salesforce admin productivity solution embedded within Agentforce for Setup, enabling prompt-driven user management, access troubleshooting, and audit tasks without manual navigation.
    ProductivityIT & Administration

  • Tavant Warranty On-Demand
    by Tavant
    Tavant Warranty On-Demand (TWOD) is the only native warranty management app on the Salesforce platform that enables closed-loop warranty management, helping clients reduce warranty costs, increase supplier recovery and improve aftermarket efficiency.
    Enterprise Resource Planning

  • Tavant - Core
    by Tavant
    No Ratings
    Set of highly configurable service lifecycle management accelerators on Manufacturing Cloud and Automotive Cloud, providing Salesforce customers comprehensive solutions that enhance aftermarket services and accelerate time to market.
    Field ServiceData Management

  • Warranty Field Service Connector
    by Tavant
    No Ratings
    Salesforce Field Service connector by Tavant enables organizations to connect with warranty platforms and enable visibility into warranty information during Field visits. It connects with the Tavant Warranty system to convert work orders into claims.
    Field Service

  • Tavant
    by Tavant
    Tavant is a leading digital AI products and solutions provider focused on bringing the best combination of industry and technical expertise, helping our customers deliver transformative digital experiences in IT, Sales, App Dev, and Customer Service.

  • Supplier Recovery Management System
    by Tavant
    No Ratings
    Supplier recovery by Tavant enables OEMs and Distributors to automate and streamline their end-to-end supplier recovery process and provide a 360-degree view from claims creations to invoicing.
    Productivity

  • Warranty B2B Connector
    by Tavant
    No Ratings
    Keep track of warranty policies and give your customers dynamic tiered pricing for warranty SKUs. Get visibility into warranty information while configuring the orders from B2B. Enable cross-selling of warranty SKUs. Automatically activate the warranty
    Quotes & Orders