Best Software for Small Business Lenders Built on Salesforce

Introduction

In today’s competitive lending landscape, small business lenders need every advantage they can get to stay ahead. One of the most important tools that lenders can use is software that is built on Salesforce. Salesforce is a powerful customer relationship management (CRM) platform that can help lenders track their leads, manage their relationships with customers, and automate their workflows.

There are many different software solutions available for small business lenders that are built on Salesforce. Each solution has its own unique features and benefits, so it is important to choose the one that is right for your business.

Key Features to Consider When Choosing Software for Small Business Lenders

When choosing software for small business lenders, there are several key features to consider:

  • Loan origination: The software should be able to automate the loan origination process, from lead generation to loan closing.
  • Customer relationship management: The software should help lenders track their relationships with customers, including their contact information, loan history, and loan status.
  • Workflow automation: The software should be able to automate workflows, such as sending out loan applications, processing payments, and generating reports.
  • Integration with other systems: The software should be able to integrate with other systems, such as your accounting system and your loan servicing system.

Benefits of Using Software for Small Business Lenders

There are many benefits to using software for small business lenders, including:

  • Increased efficiency: Software can help lenders automate their workflows, which can save them time and money.
  • Improved customer service: Software can help lenders track their relationships with customers and provide them with better service.
  • Increased sales: Software can help lenders generate more leads and close more loans.

Best Software for Small Business Lenders Built on Salesforce

There are many different software solutions available for small business lenders that are built on Salesforce. Here are a few of the best:

  • Fundingo: Fundingo is a cloud-based loan origination software that is designed for small business lenders. Fundingo offers a complete suite of features, including loan origination, customer relationship management, and workflow automation.
  • Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is a CRM platform that is designed for financial services companies. Salesforce Financial Services Cloud offers a variety of features, including loan origination, customer relationship management, and workflow automation.
  • Ellie Mae: Ellie Mae is a loan origination software that is used by many small business lenders. Ellie Mae offers a variety of features, including loan origination, customer relationship management, and workflow automation.

Conclusion

Software can be a valuable tool for small business lenders. By choosing the right software, lenders can increase their efficiency, improve their customer service, and increase their sales.

If you are a small business lender, I encourage you to schedule a demo of Fundingo today. Fundingo is the leading software solution for small business lenders. With Fundingo, you can automate your loan origination process, track your relationships with customers, and generate reports.

To learn more about Fundingo, visit our website at Fundingo.com. You can also call us toll-free at (877) 227-7271.

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