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Origination Agents

By Q2

Transforming Loan Origination with AI Agents

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Paid  

Discounts available for nonprofits

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Business Need
Finance
Agent Productivity
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Originate Agents is a native AI driven solution crafted to transform the loan origination process on Agentforce. Launching with key features, it paves the way for a broader rollout of agents and enhanced capabilities.

  • Symphonix: Agentforce for Lending

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud

App Details

Version
Origination Agents/Release 2.7.0
Listed On
04/14/2026
Latest Release
04/14/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
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.
2.7.0
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.
03/24/2025

Additional Details

This solution represents a cutting-edge, AI-Agents designed to revolutionize the loan origination process with Agentforce. Initially launching with a set of core features, it sets the stage for the future expansion of agent functionality and capabilities. By leveraging advanced artificial intelligence, this solution enhances the efficiency and accuracy of loan origination, streamlining workflows and improving decision-making processes.

Need help?

Q2

Austin, Texas

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