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Portfolio Sales

When faced with a collection of leases or loans to sell, it can be challenging to determine which deals are eligible for each lender. Here, you can also use the “Lender Rules for Salesforce” to apply lender criteria to your deals in Salesforce and determine a list of eligible lenders. This tool facilitates the setup of each lender’s credit criteria; e.g., minimum FICO scores, equipment types, industries. The software is also able to generate potential portfolio groups. A simple report can then be used to generate an extract of the deals eligible for sale.