Symphonix by Q2

Highlights

• END-TO-END LENDING ON SALESFORCE Manage origination, servicing, investor management, collections, and borrower self-service on Salesforce. Symphonix supports consumer and business lending across the loan lifecycle.
• STREAMLINED LOAN ORIGINATION Manage applications, parties, collateral, pricing, approvals, conditions, documents, and settlement in a configurable origination experience built around Salesforce workflows.
• AI-POWERED DOCUMENT PROCESSING Use Agentforce to classify uploaded documents, extract key data, and create or update Salesforce records, reducing manual document review and data entry during origination.
• FLEXIBLE LOAN SERVICING & PAYMENTS Manage funding through payoff with configurable billing, interest, fees, payments, ACH, reschedules, reversals, delinquency handling, and automated payment processing.
• LOAN MODIFICATIONS MADE EASIER Manage payment changes, due dates, interest rates, extensions, principal adjustments, reschedules, waivers, and payoffs with flexible servicing workflows and controls.
• INVESTOR & BROKER MANAGEMENT Manage investor participation, investment orders, payouts, and broker commissions alongside loan servicing. Symphonix supports fractionalized lending and high-volume investor processing.
• MODERN COLLECTIONS MANAGEMENT Manage delinquent accounts through queues, borrower communications, interaction logs, promise-to-pay arrangements, hardship management, documents, payments, and collection history.
• BORROWER SELF-SERVICE Give borrowers digital access to balances, schedules, transactions, bills, payoff estimates, and payments. Borrowers can also submit and track payoff, redraw, and direct-debit requests.
• CONNECTED LENDING INTEGRATIONS Connect lending workflows with credit, KYC/KYB, banking data, property valuation, income verification, e-signature, and document processing through Symphonix integrations.