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Wolters Kluwer Expere® Doc Gen Integration
Achieve document compliance certainty enterprise-wide
- Industries
- Financial Services
- Business Need
- SalesProductivityAnalytics
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
Expere is a scalable solution that encourages growth across an entire organization by eliminating the need for separate systems. Streamline document generation for increased efficiency and warranted document compliance.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- Wolters Kluwer Expere® Doc Gen Integration/ver 0.7 0.7.0
- Listed On
- 10/09/2025
- Latest Release
- 10/09/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf 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: 21Custom Tabs: 9Custom Apps: 1
- Lightning Components
- Global: 8App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
One solution—every asset class Your documents must be compliant across every asset class—consumer, commercial, and mortgage. Expere is fully automated and helps ensure consistency and compliance. Efficient automation Lose the spreadsheets and time-consuming manual processes. Reduce errors and accelerate document generation. Rules-driven Expere integrates seamlessly with all major LOS, AOS, and other origination systems. It ensures consistent application of compliance rules and allows you to dynamically generate content fast. Plus, it provides the transparency required for efficient audits. Compliance warranted Wolters Kluwer is a trusted resource with close relationships with the CFPB, FRB, OCC, FDIC, NCUA, and other federal and state regulators and government-sponsored enterprises. Our experts continually identify, review, track, and analyze new legislation, regulations, regulator information, and case law across all 51 U.S. jurisdictions. Single-platform simplicity Expere® is the one platform you need for document generation across your lending, deposit, and servicing businesses with a single interface that creates a consistent user experience.
Need help?
Wolters Kluwer
Alphen aan den Rijn, The Netherlands
Wolters Kluwer support is available Monday through Friday 7:00 am - 7:00 pm CST. Customers may contact support for questions related to Expere including document auto-selection, system disruptions, compliance questions and content field mapping questions