Empower Community Lending
Whether you’re a CDFI practitioner, investor, or funder, we help transform how community lending works with Salesforce-powered solutions.
Challenges in
Community Lending
Among all financial institutions, almost 75% have adopted digital channels for lending, but still 50% struggle to deliver a truly seamless experience – even with online tools in place.
Challenges we hear every day:
Turn Loan Intake into a Launchpad for Growth
With automation and digital progress, the time to decision has dropped from weeks to as little as minutes, and time to cash to under 24 hours in top examples.
Digitize applications, screen leads, and automate loan record creation.
Run credit and risk analysis, structure loans, and capture approvals in one workflow.
Generate documents, e-sign agreements, disburse funds securely.
Track borrower milestones, schedule site visits, and strengthen client communication.
Automate repayment tracking, flag delinquencies early, and stay audit-ready.
Seamless doc generation, website forms, and two-way data flow with external systems.
Unlock More with Salesforce in Lending
How we help CDFIs and funders work faster, smarter, and more transparently:
360° View of Every Borrower
Centralized borrower profiles combining loans, touchpoints, and outcomes.
User-Friendly Workspaces
Role-based dashboards for loan officers, compliance teams, and executives.
Automated Compliance & Reporting
Pre-built reports for funders, government, and boards.
Task & Document Automation
Auto-reminders, document requests, repayment alerts.
Scalable Program Management
Add new loan types and initiatives without reinventing your systems.
Built for Your Teams
Empowering every role in your organization:
Business development officer
Business advisory team
Underwriting team
Portfolio manager
Managing directors and Deputy Managing Director
Meet us at the OFN conference
OFN41 – Opportunity Next
October 20–23, 2025
Washington Hilton, Washington, D.C.
Already using Salesforce? What next?
Salesforce Org Health Check
PMD Analysis
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Together, we can fuel economic empowerment for underserved communities — with technology built for scale, transparency, and impact.
Let’s reimagine lending together.
📩 Reach us at inquiries.extentia@merkle.com or
👉 Start the conversation through the form on the right
