On-Demand Webinar

AI-Driven Handoffs: Seamless Commercial Lending with Agentforce

Salesforce logo

Agentforce brings intelligence to the handoffs that slow commercial lending down. Rather than replacing your LOS or performing deep underwriting analysis, Agentforce focuses on the steps where banks lose the most time: gathering documents, verifying completeness, ensuring accuracy, summarizing information, and preparing clean packages for underwriting, operations, and loan booking.

Agentforce works alongside your existing lending ecosystem to streamline these steps. Each team receives the information they need in a clear, structured format that is ready for action. Fewer follow-ups, less rework, and smoother transitions from application through booking, without disrupting the core systems you already rely on.

See for yourself in this demo and discover how Agentforce strengthens the lending lifecycle you already have.

Speakers:

Valerie Weis

Valerie Weis

Senior Director, Financial Services - GTM

Jim Collins

Jim Collins

Managing Director, Financial Services Industry Advisor

Salesforce logo
Paul Harmon

Paul Harmon

Director, Data Science

Watch On-Demand