AgentExchange

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?

cmLending: Loan Origination, Loan Management, and Servicing Platform

End-to-End Custom Loan Management Software Native to Salesforce

Overview

Streamline your entire lending lifecycle from funding to payoff. cmLending loan management software captures digital applications, automates underwriting, manages documents, & services loans with automated payments, escrow tracking and real-time portfolio

1 of 15

See How cmLending: Loan Origination, Loan Management, and Servicing Platform Works

  • ✔️Built-In Origination System Accelerates Loan Intake Make intake smoother with dynamic forms, automated document collection, & instant KYC/KYB, credit, bank, OFAC checks. Keep borrower communication central to reduce manual reviews and speed decisions.

  • ✔️Decision Rules Engine Automates Loan Underwriting Use flexible credit policies and a rule-based engine to evaluate and route applications by custom risk factors such as financial data, borrower eligibility, and more.

  • ✔️Automated Lender Matching Increases Loan Approvals Improve funding efficiency by automatically matching and submitting loan deals to lenders. Use lender specific policy to package compliant files & submit applications via your loan origination software

  • ✔️Automated Payment Posting Reduces Servicing Errors Automatically post payments, escrow, amortization, rate changes, late fees, deferral and custom charges. Loan servicing provides up-to-date balance and accurate calculation history over the loan term.

  • ✔️Structured Workflows Improve Collections and Compliance Use structured workflows to improve collections and default management. Create assignments, notices, apply penalty interest and track recovery actions. Provide audit trail for compliance reporting

  • ✔️Draw Management Covers Refinancing and Loan Payoff Loan servicing manages refinancing, maturity extension, rate changes and payoff processing. Simplify complex servicing events to improve cash flow, reduce operational risk & improve borrower experience

  • ✔️Automatic Calculations Drive Investor Payment Accuracy Log and track each investor's contributions and payments using calculations for principal, interest and fees. Ensure receipt tracking is clear, distributions are timely and accounting is precise.

  • ✔️Automated Capital Allocation Gives Investors Full Transparency Combine loan funds and distribute ownership among investors through syndication. Sync contributions and fund allocations without needing spreadsheets for transparent capital management.

  • ✔️Real-Time Reporting Track loan and investor performance with audit-ready dashboards.   • Automate 75%+ of loan workflows   • Process credit, payments, and KYC in under 2 minutes   • Reduce manual effort by 70%+   • Cut IT and cost operations by 50%+

cmLending brings together loan origination, loan servicing, syndication, and lease management on a single platform, modernizing the entire lending lifecycle. Lenders and brokers can collect digital loan applications, verify borrower data, automatically underwrite loans, and close loans much faster with fewer manual steps than before. Once a loan has been funded, the platform naturally transitions to servicing by performing payment posting, amortization, draw management through Sitewire integration, and default workflow through Noteflow integration. Your teams receive accurate records, timely alerts, and a complete audit trail while managing large numbers of consumer, commercial and broker-led loans. The platform helps alleviate the operational burden associated with managing everyday operations, support compliance, and provide a consistent borrower experience from the initial loan application to the final loan payoff. ✔️Digital loan applications with smart flows and prefill ✔️Automated underwriting, decisioning, and approvals ✔️Automated lender match and loan submissions ✔️Flexible loan modification, renewal, payoff capabilities ✔️Compliance-ready audit trails and dashboards

Categories

Business Needs
Finance
Integration
Payments Processing
Industries
Automotive
Financial Services
High Tech
Personas
Executive
Sales Representative / Manager
Other
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from Cloud Maven, Inc

  • AWS Connect: Smart Salesforce AWS Integration for Secure File Sync and Backup
    by Cloud Maven, Inc
    No Ratings
    AWS Connect simplifies Salesforce AWS integration by securely moving large files to Amazon S3 while keeping access inside Salesforce. Improve performance, enable Salesforce backup, and scale storage effortlessly with Salesforce Amazon S3 integration.
    Data Backup & Storage

  • Secure File Transport: Compliant File Exchange Built for Salesforce
    by Cloud Maven, Inc
    Securely exchange sensitive files in and out of Salesforce using Secure File Transport, powered by Botdoc. Share documents without portals, passwords, or downloads while meeting GDPR, HIPAA, SOC 2, and PCI requirements through encrypted file transfers.

  • Plaid Connect: Real-time Bank, Identity, and Income Verification
    by Cloud Maven, Inc
    Plaid Connect brings verified bank data into Salesforce using secure Plaid integration. Now validate bank accounts, review transactions and balances, confirm identity and perform income verification while improving fraud detection and approval accuracy.
    AnalyticsFinance

  • Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce
    by Cloud Maven, Inc
    Payment Connect enables secure, PCI-compliant Salesforce payment processing for ACH, eCheck, and credit or debit card payments. Automate invoicing, recurring billing, and payouts with multi-gateway support, real-time updates, and seamless QuickBooks sync.
    AccountingPayments Processing

  • Medical Insurance Verification: Eligibility and Benefits Verification Salesforce
    by Cloud Maven, Inc
    Medical Insurance Verification enables real time eligibility and benefits verification in Salesforce. Instantly validate patient coverage, benefits, and authorizations across 1,100+ payers, including Medicare & Medicaid, while keeping workflows compliant.
    ProductivityIT & Administration

  • Credit Checker: Credit Report, Credit Check, & Tri-Merge Report in Salesforce
    by Cloud Maven, Inc
    Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.
    FinanceIntegration

  • Decision Rule Engine: AI Decisioning and Salesforce Automation Made Easy
    by Cloud Maven, Inc
    No Ratings
    Decision Rule Engine enables AI decision making and automation in Salesforce. Build no-code rules, replace basic workflow rules in Salesforce, and run real-time decisions securely inside your org for credit, risk, and high-volume automation use cases.
    ProductivityIT & Administration

  • Document Generation and eSignature: Create Documents in Salesforce
    by Cloud Maven, Inc
    Simplify document generation in Salesforce with automated templates, secure e-signatures, real-time tracking, and Salesforce native document storage. You can now create, manage, and finalize documents faster with built-in compliance.
    Contract ManagementDocument Generation

  • Thomson Reuters CLEAR Criminal Checker for Salesforce background checks
    by Cloud Maven, Inc
    Bring criminal background checks, UCC filings reviews, and KYC screening directly into Salesforce using Thomson Reuters CLEAR. Automate risk searches, identify red flags early, and keep customer onboarding moving with verified data stored in one place.
    SalesProductivity

  • Secure Email: Encrypted Email and Compliance Built for Salesforce
    by Cloud Maven, Inc
    Send and receive encrypted email directly from Salesforce powered by Paubox. Secure Email supports HIPAA-ready email compliance, real-time delivery tracking, and audit trails, making secure communication effortless for teams handling sensitive data.
    Email & Calendar SyncAgent Productivity