Скачать или смотреть Titan Enhances Loan Approval Processes Online | Loan Application Forms | Mortgage Loan Application

Salesforce Financial Services Cloud is a platform that enables bankers, advisors, and insurers to fast-track digital finance while attaining a personalized view of each customer and their family unit. Titan’s integration with Financial Services Cloud (https://titandxp.com/salesforce-finan...) provides several key offerings, including automating and enabling self-service for requesting loan applications.

Use Titan Flow (https://titandxp.com/salesforce/autom...) to create an online loan application process that can collect data and easily integrate with Salesforce Financial Services Cloud. Make loan requests and approvals faster, smarter, and more convenient by generating automated documents and flows for the loan approval process. Information comes pre-populated and customized for both the financial institution and the loan applicant, meaning applications can be made and approved in minutes and seconds. This makes Salesforce the ideal solution for financial advisors.

Automated, pre-filled loan documents pull data live from Salesforce, meaning institutions can access all the customer data they need to approve the loan responsibly. Customers can get a pre-approved loan in minutes; all they need to do is fill in the pre-qualified loan application, upload the necessary documents, choose a loan option, sign on the dotted line, and submit.
Existing customer data is automatically transferred to the designated Salesforce record, creating a self-guided loan application experience for the customers. Similarly, loan applicants have access to the Salesforce data you want them to have, enabling them to make the right loan request for their specific circumstances.

Allow Titan Flow to approve important data before it gets to Salesforce so you don’t clutter up your CRM. Get rid of extra process builders, flows, and automation inside Salesforce. Use our Flow Builder to automate complex business processes and streamline their operations.

Chapters

0:00 - An Introduction to Titan Flow
0:44 - Titan’s Flow Builder
0:55 - Walking Through the Flow Builder
1:55 - Loan Request Form
2:23 - Loan Approval Process

FAQs:

What is Salesforce Flow?

Flows in Salesforce are used to streamline and guide users through complex business processes, automate repetitive tasks, and integrate with external systems. Salesforce Flow Builder (https://titandxp.com/kb/salesforce-fl...) is often used for tasks such as data collection, decision-making, and record updates.

Can I request a mortgage loan application?
Yes, you can request a mortgage loan with pre-filled application forms with data directly synced to Salesforce Financial Services Cloud.

How do I get started with Titan?

If you want to learn more about how to use Titan’s no-code workflow tool for Salesforce, visit our academy. Discover our suite of products: Titan Web, Sign, Forms, Docs, Survey, CLM, Titan Files, and Flow.

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