Like many others that can’t get to their offices to work, lenders are finding it difficult to manage their day-to-day operations. How can we handle applications, evaluate borrowers, and service loans when all the information we need is sitting in a desktop computer or paper files? Loan management systems that are hosted in the cloud […]
Author Archive | Ryan Kuhlman
As a Salesforce consultant specializing in Alternative Lending and Merchant Cash Advances, we often run across folks who aren’t familiar with the industry, or all of the nuances with how the funding works. Of course, regulation and legal concerns are always significant when we are talking about funding companies with large amounts on money. Sometimes, […]
Always looking ahead and looking for improvements, Salesforce has a great new feature on the horizon. Being released in Summer 2020 are some new, powerful features for the Salesforce Optimizer. “With the new Salesforce Optimizer Lightning app, you can now obtain a comprehensive view of your org, which will help you prioritize where to spend […]
During the crisis, you may be seeing a surge in applications. At the same time, you may have set tighter lending criteria and be requiring more documentation to assess the creditworthiness of each borrower. The result is that it’s more difficult to make underwriting decisions quickly and accurately. Your team can be overwhelmed. One way […]
A Salesforce Architect does more than just implement a system. An architect works with your company to not only implement, but configure the system to better suit your needs, and recommends best practices and other products/apps that would give you a boost! Check out the article below for more! 3 Reasons Why Salesforce Projects Need […]
Work.com contains apps and information resources to support organizations as business looks to resume operations in many countries.
Sourced through Scoop.it from: www.salesforce.com The future of work will look very different in the following months and years. Making adjustments to meet the changing needs of employees will be a huge necessity for companies of all shapes and sizes. .
Six ways brands can communicate effectively to customers.
FUNDINGO is on the Salesforce AppExchange! Loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting and servicing loans. For some lenders, the impact of the COVID-19 pandemic means a spike in applications for business loans. That’s putting a strain on loan management systems, making it difficult to…
Seasoned service experts share tips on how they help their work-from-home teams deliver exceptional service experiences in a time of increased contact volume.