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Prizm Lending Suite - Agents

By Finspectra

Automate Loan Decisions and Compliance with AI-Powered Prizm Agents

No Ratings
Starting at $20   USD/user/month
Industries
Financial Services
Business Need
Productivity
Customer Service
Finance
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Data Cloud

Automate loan origination, underwriting & collections with AI-driven agents Powered by AI and deeply integrated within Salesforce, Prizm Agents transform your loan management with intelligent automation for faster, smarter decisions and better compliance.

  • Watch how Prizm transforms loan origination and lending operations with automation and AI

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
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
Data Cloud
Salesforce Editions
Enterprise

App Details

Version
Prizm Agentforce Extension/ver 0.3 0.3.0
Listed On
04/07/2025
Latest Release
04/07/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/13/2025

Additional Details

Finspectra’s Prizm Agents: AI-Powered Automation for Intelligent Loan Management Prizm Agents streamline and automate the entire loan lifecycle, from document processing and credit evaluation to collections and borrower inquiries. Powered by AI and deeply integrated within Salesforce, Prizm ensures faster decisions, better compliance, and more efficient risk management. AI-Driven Document Processing – Automatically extract and validate borrower data from key documents. Policy-Compliant Underwriting – Align every loan decision with institution-specific policies, reducing errors. Proactive Risk Detection – Monitor borrower activity to detect early signs of distress and intervene before risk escalates. Automated Borrower Interactions – Handle common inquiries instantly, enhancing borrower experience. Regulatory Compliance – Built-in compliance checks ensure adherence to standards like KYC/AML, CFPB, and FDIC. Seamlessly and fully embedded within Salesforce, ensuring zero copy architecture and easy integration into existing workflows. Prizm Agents help financial institutions manage loans smarter, reduce errors, and improve borrower satisfaction with AI-powered automation.

Need help?

Finspectra

San Ramon, CA, USA

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