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Loan Data Direct

Bringing Banks into the Real Time Data Age

Overview

Welcome to Loan Data Direct, a Salesforce native app designed to help you make informed decisions faster with differentiated banker-specific data and analytics. This is what banking in the real time data age looks like. This is Loan Data Direct.

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  • The world is becoming increasingly specialized yet bankers still rely on undifferentiated data for prospecting. Loan Data Direct is changing that with a differentiated turnkey solution.

  • Massively shift time and resources away from manually identifying and evaluating leads and into deliverables and execution.

  • Leverage real time sales intelligence to create model driven prospecting, using external loan data as the tip of the spear for generating wins.

Our mission is to bring banks into the real time data age. While data is transforming the financial services industry, banks still face critical challenges. Data integration and processing is time consuming and connecting various datasets is a complex task. Front office bankers lack the specialized tools built specifically for them. What if there is a one stop solution for integrating external loan data within Salesforce? Welcome to Loan Data Direct, a Salesforce native app designed to help you make informed decisions faster with differentiated banker-specific data and analytics. This is what banking in the real time data age looks like. This is Loan Data Direct.

Categories

Business Needs
Sales
Productivity
Sales Intelligence
Industries
Financial Services
Personas
Administrator
Executive
Sales Representative / Manager
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.
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.
No Limits
Lightning Ready
Community Builder
Managed Package