Manage Australian mortgage applications in Salesforce with centralised documents, a LIXI2 CAL data model, and credit policy rules.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Cinch — screenshot from the Salesforce AppExchange listing

What it does

Cinch manages mortgage application data and supporting documents within Salesforce. It uses a LIXI2 CAL-compliant data model for receiving loan applications from broker networks and adding them to Salesforce. A rules engine lets organisations define credit policies and conditions for application approval.

Key capabilities

from the Salesforce AppExchange listing

Application data management

Centralises mortgage application data and supporting documents in Salesforce.

LIXI2 CAL data model

Receives loan applications from broker networks and incorporates them into Salesforce using a LIXI2 CAL-compliant data model.

Credit policy rules

Provides a rules engine for defining credit policies and predefining conditions for application approval.

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Experience streamlined mortgage originations with in a Cinch! Our solution is completely native to Salesforce and leverages a LIXI-compliant data model specific to Australian credit applications. From centralised document management and robust data organisation to efficient credit decision-making aligned with your …»

Official marketplace listing

Publisher
Cinch Technology Pty Ltd
Updated on marketplace
Facts verified