Set up your Digital Lending org faster with an automatic configuration that turns on base features without manual setup. Guide applicants through deposit account originations smoothly by using a prebuilt Omniscript that captures personal details, employment, and funding sources.
Digital Lending is now Digital Origination for Lending. You may see references to Digital Lending in Salesforce apps and documentation.
- Get Your Salesforce Org Ready for Digital Lending in a Few Clicks
Digital Lending Initial Setup in Salesforce Go simplifies configuration for new orgs. It automatically turns on base Digital Lending features, such as Know Your Customer and Discovery Framework. Your teams get a consistent, ready-to-use loan origination environment immediately. - Simplify Retail Deposit Account Origination with the Discovery Framework Template
Guide applicants through deposit account originations with a prebuilt Omniscript template. Capture personal, employment, and source of funds information while accelerating the process by using new Digital Origination capabilities. - Fast-Track Business Deposit Account Intake with a Discovery Framework Template
Speed up business deposit account intake by guiding applicants through a prebuilt Omniscript-based intake journey for SMB (Small Medium Business) and commercial customers. Capture all party data, KYC (Know Your Customer), KYB (Know Your Business), regulatory, and financial details in a single intake process—eliminating manual, multi-source data collection.