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Upstart AI Lending for Salesforce
All-digital lending from Upstart enabled by AI
- Requires
- Sales Cloud
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.

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Highlights
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
Provider Details
At Upstart, our mission is to enable effortless credit based on true risk. Why? Because credit really matters. Money is a fundamental ingredient of life, and unless you’re one of the few percent of Americans with significant wealth, the price of borrowing affects you every day. Throughout history, affordable credit has been central to unlocking mobility and opportunity. Upstart is a leading artificial intelligence (AI) lending platform designed to improve access to affordable credit while reducing the risk and costs for our lending partners. By leveraging Upstart's AI platform, Upstart-powered lenders can offer higher approval rates and experience lower loss rates, while simultaneously delivering the exceptional digital-first lending experience their customers demand. NASDAQ: UPST
Pricing Details
For financial institutions under $1B in assets under management, the annual fee is $10,000. For institutions over $1B in assets, the annual fee is $25,000. There are no implementation or configuration fees.
Default Plan
$10,000 USD/company/year