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Utilize Västra Consulting’s Loan Origination Accelerator on the Salesforce platform which provides end-to-end workflows, applications, processes, fields, objects, pre-built calculations, quoting tools, scoring capability, automated document generation, tax calculations, record payments, funding process, and booking integrations. This will allow your business to have an end-to-end functioning system for everything you require AND allow you to utilize the power of the Salesforce platform for any and allcustomizations you need without restraint
Pre-Built Rate Tiers, Fully Customizable: Broker or Vendor Buy Rates & Sell Rates Fully Flexible & Integrated Term Sheets Risk Based Pricing for Yields or Sell Rates
Integrate Applications from Your Website Integrate with Your Current 3rd Party Forms Formsite – Fully Integrated with Salesforce Easily Customizable Applications Prebuilt Lead Conversion Process
20+ Salesforce Integrations Available 1-Click Credit View for Credit Officers & Decisioning Integrated with Custom & Auto Scoring Tools Multiple Pre-Built Approval Processes Fully Integrated with Middesk: Business Identity Verification KYC & KYB Compliance Integration UCC/Lien Search, File, and Release Search Litigations & Bankruptcies OFAC – Watchlist Verification & Monitoring
1-Click Document Generation for Lease/Loan Agreements Fully Integrated with Nintex & DocuSign (DocGen & eSign) Customize All Document Packages with Ease Manage which Document Packages are Vaulted (eOriginal)
Fully Customizable Funding Checklist Audit Trail, Custom Notifications, and Reports Easily Book Deals Directly to Your Backend System Integrate Data from Your Backend System via APIs Bring Back Exposure Data into Salesforce Bring Back Payment History into Salesforce
Manage Your Collections within Salesforce Fully Customizable Object for Your Data Trigger NSFs to begin the Collections Process Auto-Assign Portfolio Managers to Each Account Full Reporting & List View Capability
