MenuAgentExchange
SalesforceSlack

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?

Onboard - AI-Powered Digital Account Opening & Loan Origination

By Attune Solutions

Originate, Underwrite and Onboard ANY financial services product

Starting at $1   USD/company/year
Industries
Financial Services
Business Need
Productivity
Integration
Requires
Platform Cloud
Experience Cloud
Compatible With
Sales Cloud
Data Cloud
Platform Cloud

AI-Powered Digital Account Opening solution & Loan Origination System for Consumer & Business products. Originate, underwrite & onboard ANY financial services product. Pre-built integrations with fintechs & cores automate even the most complex processes

  • Onboard Portal - Fully Customizable - Start or complete applications, upload and sign docs

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Data Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
OnboardPackage/Release 1.2.0
Listed On
02/17/2024
Latest Release
02/17/2024
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.
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.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
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: 53
Custom Tabs: 37
Custom Apps: 2
Lightning Components
Global: 55
App Builder: 2
Community Builder: 1
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.
1.2.0
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.
02/17/2024

Additional Details

Originate, Underwrite and Onboard ANY financial services product right within Salesforce, Salesforce FSC and Experience Cloud. Onboard is an AI-powered enterprise banking solution that can replace myriad systems and one-off applications for originating and underwriting business and consumer loans, as well as online account opening for both businesses and consumers. Onboard can even handle complex treasury onboarding. Powerful AI models underwrite loan and deposit applications before an applicant leaves your website and before a banker ever sees the application.f Onboard also works like banking really works, allowing bankers and clients to collaborate on various steps of the onboarding process, assigning tasks and steps to one another. <OnboardConnect>, a complementary product, offers pre-built integrations major cores and fintechs for booking new accounts, KYC, KYB, identity, credit, spreading, tax returns, e-signature, documents and much more.

Need help?

Attune Solutions

St. Louis, MO

Other ResourcesEmailTerms & Conditions