News & Insights
from the Lending Experts

Discover how integrating Salesforce with your P2P loan software can streamline operations, boost security, and set your platform up for…

Explore how Salesforce empowers lenders with the tools, flexibility, and automation needed to streamline loan origination, improve customer experiences, and…

This guide breaks down the essential steps from mastering technical skills and development methodologies to earning certifications and gaining hands-on…

Looking to improve your customer relationships? Look no further than Salesforce: the leading customer relationship management (CRM) platform.

Strong patient relationships are at the heart of quality healthcare and Salesforce Health Cloud helps make them stronger. With a…

AppExchange is your go-to marketplace for thousands of apps and extensions designed to expand your platform’s capabilities.

With rising customer expectations and fierce competition in the digital space, brands must deliver more than just great products, they…

Implementing Salesforce can transform your operations by automating key processes, optimizing your sales pipeline, and increasing team productivity.

Salesforce is now on the AI bandwagon with their new release, Einstein Voice. Now you can talk to Einstein and…

How to Learn Salesforce:Get started using the #1 CRM platform. One of the best ways to learn Salesforce is to…

Salesforce’s Conditional Field Formatting is a powerful tool that helps brokers and lenders instantly spot key data on record pages.

Agentforce, Salesforce’s AI-powered assistant for Sales and Service, is here to revolutionize how brokers and lenders operate.

Cloudsquare's enhancement to Salesforce list views now lets brokers and lenders sort by multiple columns, unlocking faster insights.