The Checklist, Collect loan documents in Salesforce

Gather your customers personal and financial information in Salesforce

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Create a dynamic list of documents

The Checklist acts as your memory so you do not have to worry about collecting every single document required to complete a guided process. With The Checklist, you know exactly which documents are missing

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Why should you use The Checklist?

Ensure complete data entry: Your organization will be able to implement a series of checkpoints, at different Opportunity stages, to make sure that your users are entering clean data that standardized and complete.

Reduce Decision Fatigue

Ensure Complete Data Entry

Stay Organized in Salesforce

One Central Place

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The Checklist – An easy way to organize and prioritize your workday

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