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Financial Ingenuity is a native Salesforce solution tailored to industry finance. It allows you, as a lender, to easily receive loan applications from your broker network and incorporate them directly into Salesforce. Using a LIXI-compliant data model, LIXI messages can be pushed into Salesforce via API, resulting in a fully-populated credit application model that structures your originations data neatly and comprehensively.
Manually double-checking policy rules and conditions is a thing of the past. With our Rules Engine, loan applications are automatically screened for any violations to credit policies – and flagged if certain conditions (such as a completed bank statement) aren’t met. To further reduce operational risk, if the proper policies and/or conditions aren’t met, the system won’t allow that loan to be approved.
