SkopeLend Loan Origination System (LOS)
Manage configurable digital loan applications, borrower documents, integrations, and pipelines in Salesforce Platform.
Full Skope, LLCPaid
Securities Based Lending for Advisors
by Broadridge Financial Solutions, Inc.SalesforcePaid
Targets securities-based lending borrowers, monitors loan levels, and starts origination in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Uses machine-learning technology to target prospective securities-based lending borrowers and monitor SBL loan levels. Advisors can start the loan origination process from Salesforce.
Key capabilities
from the Salesforce AppExchange listingSBL borrower targeting
Uses AI-based targeting for securities-based lending prospecting.
Loan level monitoring
Monitors securities-based lending loan levels.
Salesforce origination
Starts the SBL loan origination process directly from Salesforce.
Who it's for
Advisors.
How it compares
Securities Based Lending for Advisors targets SBL borrowers, monitors SBL loan levels, and starts origination from Salesforce. SkopeLend Loan Origination System describes a configurable, branded cloud-based loan application with automation features. FUNDINGO: Loan Origination & Underwriting describes loan applications, document uploads, follow-ups, multiple applicants, reporting, dashboards, and underwriting steps.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| SkopeLend Loan Origination System (LOS) | Paid | Cloud | |
| FUNDINGO: Loan Origination & Underwriting | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Broadridge's patented machine-learning technology helps advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition. Accelerate SBL prospecting with AI-based hyper-targeting capabilities Monitor SBL loan levels to manage risk more effectively Initiate origination process directly from …»
Official marketplace listing
Marketplace
Publisher
Broadridge Financial Solutions, Inc.
Updated on marketplace
Facts verified