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Touchless Lending Experience for Salesforce

By Tavant

Touchless Lending Experience/Making Customer Engagement & Acquisition Easy

No Ratings
Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Service Cloud
Experience Cloud
Financial Services Cloud

Touchless Lending® Experience for Salesforce is a customer engagement acquisition platform for lending that provides a single pane of glass integrating with multiple lead aggregators to build a 360° view of customers and loan origination workflows.

  • FinLeads End User Journey

Compatibility

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

App Details

Version
FINLEAD/Finleads 1.1 1.12.0
Listed On
01/30/2020
Latest Release
03/03/2022
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 80
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 57
App Builder: 34
Community Builder: 14
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.
1.12.0
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.
12/26/2019

Additional Details

Tavant’s Touchless Lending® Experience for Salesforce is the only Home Loan Officer/ Advisor solution built on top of Salesforce and uses Financial Service Cloud which drives the “lead to loan” process with industry-specific workflows, data & services connectors and insights. Ensures seamless collaboration with all parties, including borrowers, realtors, internal stakeholders like processors and underwriters. Feature set Manage Lead Funnels Efficiently o Skill and Load based Lead Routing o Intelligent Lead prioritization Engage through Omni-channel o Communicate with borrowers based on lifecycle events on the digital channel of their choice: call, email, text or push notifications o Maintain history of all borrower communications to create a true Customer 360 view Execute Mortgage Processes Seamlessly o Manage personalized workflows based on borrower, product preference and source channels o Map leads to opportunities and loan scenarios Leverage Salesforce Innovation o Secured and standardized data model for data security o Salesforce’s event platform and APIs deliver customization hooks that allow the leads to adjust to your nuances without sacrificing best practices

Need help?

Tavant

3945 Freedom Cir, #600, Santa Clara CA 95054

Support Phone+1-866-9-TAVANT
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