Deal management software for financial services

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salesforce financial services cloud allows a loan manager or loan officer once an application has been qualified to then walk the customer or client through the application documents that need their attention or to ask them qualifying questions for the needs of that particular application so here through sofia lopez's view we understand her performance her total applications by amounts by completion rate and by her lead conversion rate from here we want to go to applications and needing my attention and toggle on missing documents and here we see that richard bennett is missing five so we're gonna open his record and we can do that straight from the dashboard and so here we're gonna get an all encompassing view of everything that's owed all the documents that have been submitted all the tasks that have been performed and even the ability to look at some of these particular documents right here from this screen so a really good interface interface to be able to see everything that is needed from my end and then this action plan will give me a view of all the tasks that are required their due dates and all the documents that have or have not been submitted so here i can see that this bank account statement was rejected so i'm going to drill down a little bit into this and see the approval history so it seems that i need proof of income for large deposit perfect so what we're going to do is we're going to take a step back and we're going to look into richard bennett's view of the lending portal so we can easily do this by logging in as richard bennett within the portal and here within this portal it's a good way to initiate a live chat conversation to start any new applications to create cases and to schedule new appointments with my loan manager loan officer from here we'll go to applications and that same mortgage application that we saw sophia working on i now have access to that too so i can take a look at the documents that need my attention and i can see that that was rejected as well so what i'm going to do is i'm going to come down here i'm going to app mention sofia i'm also going to attach that document that i've got for proof of income here you go we should be all set perfect so there we go so if i log out of this now and go back to what sophia saw i should be getting a notification through that little bell there we go sofia lopez here you go we should be all set so i can mark that as complete and i can continue to work through this opportunity to a stage of approval and we can work to fund that and send out that document that will confirm the interest rate the terms and conditions and really get richard bennett excited for his new home all this is done in the single platform with the lending community that richard saw as well as working on this flow through salesforce for a mortgage application