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?

SFP Credit and Risk: a bespoke asset finance software solution

A modular onboarding and risk platform to digitize your lending business

No Ratings
Starting at £39,000   GBP/company/year
Business Need
Finance

Compatibility

Salesforce Editions
Enterprise
Unlimited
Additional Requirements
The app uses Experience Cloud to enable potential customers to submit requests from the web.

App Details

Version
DEP Package/ver 2.32.0 2.32.0
Listed On
03/04/2022
Latest Release
03/04/2022
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: 32
Custom Tabs: 17
Custom Apps: 1
Lightning Components
Global: 22
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.
2.32.0
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.
03/03/2022

Additional Details

Count on our digital Credit and Risk app to fully digitize your lending business. Customize the app to your needs & benefit from our tailored ecosystem to provide an optimized customer experience while increasing internal efficiency and reducing costs. Customer onboarding & renewals features: - A customizable application form - Open banking & credit bureau integrations embedded in the process - Credit decision templates & workflows - Customer hierarchy & site structures - Terms of business & product allocations - E-sign capabilities using Conga Sign (or your chosen e-sign solution) - All documents can be auto-generated within the application - SFP Wholesale integration (real-time automated customer set up & contract management) Audit & risk features: - Real-time audit data, tracking, & maintenance via integrations with SFP Digital & physical audit services - Dynamic risk profiling & insights with configurable criteria & easy-to-use dashboards - Risk remediation & tailored workflows based on API triggers Additional integrations to your current lending systems can be considered. Coming soon: Account Management app. Please inquire for more information.

Need help?

SBS Ltd.