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SFP Credit and Risk: a bespoke asset finance software solution
A modular onboarding and risk platform to digitize your lending business
- Business Need
- Finance
Our app allows asset lenders to manage activities for their Wholesale, Fleet, and Retail lines. The product offers a customizable web app, decision management, audit & risk dashboards, open banking, e-sign, credit & commercial service integrations.
Compatibility
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- DEP Package/ver 2.32.0 2.32.0
- Listed On
- 03/04/2022
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 32Custom Tabs: 17Custom Apps: 1
- Lightning Components
- Global: 22App Builder: 0Community Builder: 0
- Languages
- English
Security
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.