Salesforce Digital Lending and Leasing
Accelerate Commercial Lending with our Credit Underwriting AI Agent.
Go from manual reviews to automated, compliant, and fully explainable decisions. Our AI Agent empowers your team to focus on higher-value tasks, reduce risk, and confidently approve more credit. Built on Salesforce, powered by Agentforce.
The Challenge of Modern Lending
Outdated, manual credit review processes are slow, inconsistent, and create bottlenecks that frustrate customers and delay revenue. Your team spends more time gathering data than analyzing it, leading to missed opportunities and increased risk in today’s digital landscape.
The Solution
Our AI Agent streamlines commercial lending and leasing originations. By automating data ingestion and providing intelligent decision support, we help you reduce risk and accelerate time-to-decision, so you can focus on growing your portfolio..
Capabilities of the Credit Underwriting AI Agent
Automated Data Ingestion
The agent automatically pulls applicant data from diverse sources including national companies registers, credit agencies, AML, and KYC databases, eliminating manual entry.
Real-Time Risk Analysis
Receive instant risk scores and red-flag alerts, allowing for proactive decision-making and reduced exposure. The agent analyzes cash flow, profitability, and leverage to identify potential risks.
Customizable Rules Engine
The AI is tailored to your specific credit policies and risk tolerances as part of our implementation process.
Unstructured Data Transformation
Process messy, unstructured data—from company accounts and bank statements to PDF scans and email text—and transform it into structured, actionable insights instantly.
Intelligent Decision Support
Our AI Agent is a powerful partner for your underwriters, not a replacement. It augments their expertise and provides data-backed recommendations to accelerate decisions.
Collateral & Guarantor Evaluation
The agent instantly evaluates the value of pledged assets and the financial history of corporate or personal guarantors, providing a comprehensive view of collateral risk.
Industry & Market Analysis
The agent evaluates the applicant’s industry and market position, assessing economic trends and competitive landscapes to provide a holistic risk profile.
Auditable AI Trail
The agent maintains a complete history of every application and action, providing a transparent and auditable trail for full compliance.
Modern Customer Portals
Omni-Powered Portals
Our portals are built on Salesforce Omni-Studio, providing a modern, extensible, and intuitive digital front door for your customers. They offer a seamless and branded experience for loan applications and status tracking.
Built for Compliance
Maintain full control and compliance. These portals are designed to meet stringent AML and KYC requirements, ensuring all customer data is captured securely and accurately from the start.
Seamless Communication
The AI agent provides real-time updates and notifications through the portal, keeping all parties informed and eliminating communication bottlenecks.
Our Expertise in Digital Lending & Leasing
AMOBI and DELIVER Methodologies
We apply our proprietary methodologies to streamline business and IT processes. Our approach optimises your existing Salesforce environment and provides a clear framework for technology implementation and business transformation.
Platform Advantage Philosophy
As a long-standing Salesforce partner with certified experts across Financial Services Cloud, Data Cloud, and Agentforce, we maximise out-of-the-box features to help you achieve a rapid return on investment.
Why Our Clients Work With Us
Trusted Digital Lending Advisory
Expert consultation on Salesforce AI, core products, digital lending and leasing solutions & licensing ROI
Lending & Leasing Accelerators
Rapid configuration and integration of Salesforce Financial Services Cloud & Digital Lending with our set of Accelerators
Customer-Centric Approach
Launch exceptional customer experiences by optimising business processes and enhancing customer engagement
Ready to Transform Your Underwriting?
Fill out the form below to get in touch with our team and request a personalized demo.
