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?

Singlify Loan Management System for microfinance and impact investing

Optimise processes, improve experiences, measure social impact

Overview

Singlify is an end-to-end Loan Management System covering Loan Origination, Loan Servicing, Social Impact Reporting, Fund & Investor Management. Designed for the unique needs of MFIs, CDFIs and Social Impact Financial Intermediaries.

1 of 12

  • Efficiency and Excellence: Designed from the ground up to meet the unique needs of CDFIs, MFIs and SIFIs. Our users reduce the cost of customer acquisition, and improve retention, enabling them to scale and reach new clients.

  • People Shaped Tech: The human connection is fundamental to the social investment sector. Singlify unlocks time with stakeholders, and a powerful shared vision of what’s now and what’s next.

  • Affordable Brilliance: Singlify is built to meet the budgetary needs of CDFIs, MFIs and SIFIs. It is designed to deliver early value and to scale in line with your ambitions.

Singlify is different to other solutions available to microfinance institutions and has been developed from the ground up specifically to meet the unique needs of the social investment sector: 1. The need to offer financial products that are more flexible and tailored than mainstream products.(e.g. flexible repayment plans, grace periods....) 2. The need to offer these flexible products at scale. 3. The need for a high touch relationship model and character based lending/investing. 4. The need to measure the social impact of loans for reporting to both internal and external stakeholders. 5. The need for an affordable pricing model that aligns with the business model of Inclusive Finance Providers.

Categories

Business Needs
Finance
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.
Community Builder
Ready to use in the Salesforce Community Builder.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder