Configure Home Loan Origination with an AI Coding Assistant

Configure digital origination for home loans by describing the product and origination journey that you want. Your AI coding assistant coordinates setup across product catalogs, pricing, application intake, disclosures, document requirements, stage management, participant access, and the underwriter console to reduce manual configuration across each area.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Lending, and requires access to the Headless 360 MCP Server (Beta).

Note Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion.

How: Use an AI coding assistant, such as Agentforce Vibes or Claude Code, that's connected to your org through the Headless 360 MCP Server (Beta) and Salesforce CLI, and describe your goal. For example, "Set up home loan origination in the org." The assistant identifies the relevant Digital Origination for home loan configuration skill and runs the setup on your behalf.