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5 Minute Funding on Salesforce

Creating an end-to-end origination process that generates an impressive partner/end user experience, while also producing significant efficiencies in your organization, is possible with Salesforce.

To achieve this, we have configured the environment within Salesforce to:

•  Allow the partner or borrower to input their credit application, including uploading required supporting documentation

•  Automatically pull consumer and business bureaus

•  Complete a custom scorecard

•  Auto decision the deal based on credit and application details

•  Select the appropriate document package

•  Auto generate the document package and distribute via e-signature

•  Self service capabilities to allow the vendor/dealer/lessee to close out pre-funding documents or information requirements

•  Automatically file UCCs

•  Book the deal


This was accomplished using a combination of:

•  Online Quoting and Applications Entry via Salesforce Guest Communities

•  Customer Self Service Portal via Salesforce Sites

•  Tamarack & 3rd Party Apps

•  E-Signature

The great news is this can all be executed with your existing Sales Cloud license.

While this may not be realistic for all organizations, based on the equipment and lease/loan nuances, it could be the perfect fit for others. Challenge your team to identify where humans “add-value” and automate everything else. Consider which specific processes are “in peoples’ heads,” document those processes and then automate them. This will create a more consistent procedure and improve user experience for both your partners and the end customer.

Are you interested in learning more and seeing how this works? We have a YouTube demo we would be more than happy to send you. Please send us an email to