Service Process Automation with Service Process Studio

Set up and manage service processes for Automotive finance processes by using Service Process Studio.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions
  • Address Update
    Keep customers' address information updated on behalf of them to ensure timely and accurate updates related to loans and leases.
  • Fee Reversal
    Reverse any charges that are incorrectly placed on loan or lease accounts on behalf of customers.
  • Request Loan Payoff
    Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details.
  • Request Statement Copies
    Help customers request statement copies for their financial accounts. They can choose to receive their statement copies to a preferred address either via email or post.
  • Update Email or Phone
    Keep your address information updated to ensure timely and accurate updates related to loans and leases.
  • Set Up Experience Cloud Components for Service Processes
    Set up Experience Builder components in your customer portal to set up self-service capabilities for your customers.