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Upstart AI Lending for Salesforce

By Upstart Networks, Inc.

All-digital lending from Upstart enabled by AI

No Ratings
Starting at $10,000   USD/company/year
Try It
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.

  • Upstart AI Lending for Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise

App Details

Version
Upstart AI Lending for Salesforce/Upstart AI Lending for Salesforce 1.6.0
Listed On
01/28/2022
Latest Release
03/02/2022
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: 3
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
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.
1.6.0
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.
10/29/2021

Additional Details

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

Need help?

Upstart Networks, Inc.

San Mateo, CA USA

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