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?
Private ListingThis listing is private and can't be found by searching or browsing AgentExchange.
Financial Ingenuity
Financial Ingenuity. Lending, optimised
Starting at $4,200 AUD/company/month
- Industries
- Financial Services
- Business Need
- ProductivityFinance
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudFinancial 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.
Highlights
SINGLE SOURCE OF TRUTH Centralise all application-related data and supporting documents in a single location for effortless retrieval and quick access to the required information or documents.
LIXI2 CAL COMPLIANT DATA MODEL Easily receive loan applications from your broker network and incorporate them directly into Salesforce into an industry supported data model.
RISK MANAGEMENT Our rules engine will allow you to build in your credit policies and predefine conditions so that applications will not be approved accidentally.
Ingenuity Partners's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Ingenuity Partners
Sydney, New South Wales, Australia
The Ingenuity Partners team offers clients a different type of consulting engagement. Our people have decades of experience under their belt, working client side in some of Australia's largest and most successful businesses. Our differentiator comes from the way in which we work with you, our client, to understand your priorities and points of difference.
Pricing Details
Base
$4,200 AUD/company/month
Lowest Starting Price