Symphonix by Q2 — Digital Loan & Lease Origination, Servicing, & Collections

END-TO-END LENDING ON SALESFORCE Manage origination, servicing, investor management, collections, and borrower self-service on Salesforce. Symphonix supports consumer and business lending across the loan lifecycle.

STREAMLINED LOAN ORIGINATION Manage applications, parties, collateral, pricing, approvals, conditions, documents, and settlement in a configurable origination experience built around Salesforce workflows.

AI-POWERED DOCUMENT PROCESSING Use Agentforce to classify uploaded documents, extract key data, and create or update Salesforce records, reducing manual document review and data entry during origination.

FLEXIBLE LOAN SERVICING & PAYMENTS Manage funding through payoff with configurable billing, interest, fees, payments, ACH, reschedules, reversals, delinquency handling, and automated payment processing.

LOAN MODIFICATIONS MADE EASIER Manage payment changes, due dates, interest rates, extensions, principal adjustments, reschedules, waivers, and payoffs with flexible servicing workflows and controls.

INVESTOR & BROKER MANAGEMENT Manage investor participation, investment orders, payouts, and broker commissions alongside loan servicing. Symphonix supports fractionalized lending and high-volume investor processing.

MODERN COLLECTIONS MANAGEMENT Manage delinquent accounts through queues, borrower communications, interaction logs, promise-to-pay arrangements, hardship management, documents, payments, and collection history.

BORROWER SELF-SERVICE Give borrowers digital access to balances, schedules, transactions, bills, payoff estimates, and payments. Borrowers can also submit and track payoff, redraw, and direct-debit requests.

CONNECTED LENDING INTEGRATIONS Connect lending workflows with credit, KYC/KYB, banking data, property valuation, income verification, e-signature, and document processing through Symphonix integrations.