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Loan Originating System
Hi,
We have a project requirement where we need to setup a Loan Origination System in Saleforce. There would be multiple loan products like Home Loan, Two Wheeler Loan, Enterprise Loan,etc. The Users would be different for different Loan Products with no access to create Loan Application for cross products.
Initially there will be a Lead(Loan Product Specific) who will undergo all the Eligibility and Credit Check and a Loan Application(Opportunity) will be created for him which will go under various stages.
Based on Loan Products, each application will have different process, fields, screens, etc.
Can anyone help us with an approach on how we can go ahead with this requirement.How should be our Data Structure, Objects, Record Types for Opportunity(Loan Application) in this. Any of you implemented such requirement in their project, any ideas most welcomed.
Regards,
Sagar Madkaikar
We have a project requirement where we need to setup a Loan Origination System in Saleforce. There would be multiple loan products like Home Loan, Two Wheeler Loan, Enterprise Loan,etc. The Users would be different for different Loan Products with no access to create Loan Application for cross products.
Initially there will be a Lead(Loan Product Specific) who will undergo all the Eligibility and Credit Check and a Loan Application(Opportunity) will be created for him which will go under various stages.
Based on Loan Products, each application will have different process, fields, screens, etc.
Can anyone help us with an approach on how we can go ahead with this requirement.How should be our Data Structure, Objects, Record Types for Opportunity(Loan Application) in this. Any of you implemented such requirement in their project, any ideas most welcomed.
Regards,
Sagar Madkaikar
May I suggest you please refer the below App from app exchange.
- https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009vcgmEAA
hope it helps.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar