Loan Repayment Collection for Lenders Inside Salesforce
Manage mandates, repayment schedules, and settlements in one place, with full visibility across every agreement. Works inside the Financial Services Cloud and Salesforce system you already run, collecting every repayment for the full term and removing reconciliation overhead across the loan lifecycle.
Loan repayments shouldn’t rely on separate collections systems and late reconciliation
Current Challenges
Repayments collected in a system separate from the agreement
Bank details captured on paper or by phone
Repayment schedules rebuilt by hand
Missed payments spotted days later, after reconciliation
Overpayments, settlements, and repayment plans managed manually
A single platform for mandates, repayments, and loan servicing
Faster activation
Borrowers set up repayments in minutes through a secure link when the agreement goes live.
Lower cost to serve
Schedule-driven collections replace manual runs, from the first instalment to final settlement.
Earlier visibility of missed payments
Missed payments are flagged on the agreement in real time, so your team can support borrowers sooner.
See the full agreement-to-settlement journey
From active agreement to final settlement, manage every repayment inside Salesforce.
Built for lending operations, collections, and finance teams
Mandate Capture
Scheduled Repayment Collection
Settlements & Repayment Plans
Real-Time Status & Reporting
Improve loan servicing without increasing cost to serve
Lower cost to serve
Support borrowers sooner
Activate agreements faster
Reduce manual reconciliation
Modernise loan servicing and repayment operations
See how lenders are collecting every repayment, lowering cost to serve, and keeping payment status live inside Salesforce.
Solutions
Products
Features & Integrations
