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Upstart AI Lending for Salesforce

All-digital lending from Upstart enabled by AI

Overview

Upstart AI Lending for Salesforce offers a turnkey AI-enabled lending experience, in-branch, in the call center or even with a QR code. Personal bankers can send customers a link to a pre-filled online loan form and increase conversion rates.

See How Upstart AI Lending for Salesforce Works

Make it easy for a customer to apply for a personal loan while increasing approval rates, with a personalized, compliant email that includes a pre-filled loan form
Increase personal banker efficiency by enabling them to invite customers to apply for a personal loan with a push of a button within their existing Salesforce workflow
Streamline integration with a guided configuration tool, allowing for improved activity and incentive reporting

Upstart AI Lending for Salesforce integrates your Upstart personal loan program into your Salesforce environment, enabling personal bankers and service representatives to offer a world-class digital lending experience to their customers, without having to worry about complex manual processing. Personal bankers and service representatives can easily send customers an invitation to apply for a personal loan online, pre-filled with Salesforce customer data, making it easier to complete a loan application while increasing conversion rates. The integration is quick and easy to deploy and enables robust reporting to track loan activity by personal banker. Features of Upstart AI Lending for Salesforce for lenders and their customers: - Simple integration - Administrator tracking for commission reporting - Easy to configure - Pre-packaged, compliant, lender-branded email templates - 1-click, pre-filled online loan application through Financial Services and Sales Cloud - AI-enabled digital lending experience