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Financial Ingenuity

Financial Ingenuity. Lending, optimised

No Ratings
Starting at $4,200   AUD/company/month
Industries
Financial Services
Business Need
Productivity
Finance
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Transform your mortgage origination process with Financial Ingenuity. Our comprehensive solution optimises workflow efficiency, ensures data accuracy, and accelerates decision-making, guaranteeing a superior experience for lenders. Streamline the journey.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Financial Ingenuity/ver 2.6.1 2.6.1
Listed On
11/07/2023
Latest Release
09/06/2024
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 66
Custom Tabs: 17
Custom Apps: 1
Lightning Components
Global: 23
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/21/2024

Additional Details

Experience streamlined mortgage originations with Financial Ingenuity! Our solution is completely native to Salesforce and leverages a LIXI-compliant data model specific to Australian credit applications. From centralised document management and robust data organisation to efficient credit decision-making aligned with your policies, Financial Ingenuity ensures a smoother, faster, and more accurate mortgage origination process. Trust us to optimise your workflow, enhance decision-making, and deliver a superior user experience.

Need help?

Ingenuity Partners

Sydney, New South Wales, Australia

Other ResourcesTerms & Conditions