---
schema_version: "1"
id: 9bbed61ed4e529356f4fbffb15217828f0abd8390812ef0d8afc8f42810833ef
title: Financial Intermediaries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_fsc_digital_lending_financial_intermediaries.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_digital_lending_financial_intermediaries.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: feccb4d28888cd1ba45d06866f887b01e791e8d9a73422d4d5e2d8cb891b7dd7
description: Digitally register your intermediary firm. Bring your intermediary firm's employees and loan officers onto your system quickly with an easy, role-based setup. Increase loan submission quality and speed. Enable intermediary loan officers to originate applications right in the partner portal.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Financial Intermediaries

Digitally register your intermediary firm. Bring your intermediary firm's employees and loan officers onto your system quickly with an easy, role-based setup. Increase loan submission quality and speed. Enable intermediary loan officers to originate applications right in the partner portal.

- **[Simplify Intermediary Firm Onboarding for Digital Lending](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_simplify_intermediary_firm_onboarding.htm&release=260&type=5)**  
    Speed up registration for intermediary firms with automated workflows for due diligence, verification, and approval. Track every step, document, and communication in one portal to keep the process transparent. Use integrations to check licenses and backgrounds, reducing manual work and risk. After approval, automatically set up the intermediary account and transfer employee management to the firm admin.
- **[Automate Intermediary Employee Onboarding for Loans](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_onboard_intermediary_firm_employees.htm&release=260&type=5)**  
    Register intermediary employees by using an online form to trigger an automated approval process based on their role. Include Know Your Customer (KYC) and background checks to meet compliance requirements. Reduce manual work by automatically assigning permissions and granting access to loan application tools after approval.
- **[Accelerate Loan Application Intake for Intermediary Employees](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_accelerate_intermediary_loan_origination.htm&release=260&type=5)**  
    Help intermediary loan originators start new loan applications and view status directly in the Intermediary Portal. Guided workflows lead them through data entry and document uploads to ensure completeness and reduce errors. Lenders can monitor the application lifecycle from submission to underwriting and assign action items for follow-up. This shared visibility reduces inquiries to relationship managers and improves collaboration between partners and processing teams.

#### See Also

- [_Salesforce Help_: Financial Intermediary Center for Digital Lending](https://help.salesforce.com/s/articleView?id=ind.fsc_lending_financial_intermediaries.htm&language=en_US)