The Checklist, Collect loan documents in Salesforce
Gather your customers personal and financial information in Salesforce
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
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
Schedule a demo with us
The Checklist – An easy way to organize and prioritize your workday