Tavant Announces FinLeads on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Tavant customers can now benefit from the lending industry-focused customer engagement and point of sale solution

SANTA CLARA, Calif.–(BUSINESS WIRE)–#appexchange–Tavant today announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders gain an integrated view of their pipelines across various locations nationwide. It harnesses data from multiple systems and delivers that information to loan officers, allowing them to craft personalized customer journeys and close loans faster. By providing a single interface for the whole ‘lead to loan’ journey, the solution can improve efficiency, drive better throughput, and deliver intelligence to help loan officers address the important customers with the appropriate solutions for their financial service’s needs.

Built on the Salesforce Platform, FinLeads is currently available on AppExchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000G0qkTUAR


FinLeads is a one-stop-shop solution for marketers and loan officers in the enterprise lending businesses. The solution connects with over 120 third-party data and service providers. These include connectors to consolidate leads from myriad sources, improve loan application conversion by pulling data from credit, income, employment, and asset data providers. Its integration with enterprise pricing and loan origination engines helps convert leads to loans and act upon and track loans throughout the origination lifecycle.

Finally, it is omni-channel enabled so loan officers are able to engage customers online, through email, text and chat, providing the ability for loan officers to stay in touch with borrowers through what is complex and financial transactions. Leveraging FinLeads has enabled early adopters to improve sales productivity and increase per loan origination application rate by 30% in the first three months.

Comments on the News

  • “We are extremely proud to be a long-term partner to Tavant as we continue to innovate across our technology platform. Tavant has helped us to achieve great integration outcomes and create a better customer experience. With data integrated from multiple sources on one platform, we are driving total autonomy for our loan officers with a single pane of glass through FinLeads to see leads from referral sources, actions by prospects on the borrower portal and loan milestones from the LOS. We are moving from a loan-centric view to a more customer-centric view that gives our sales team members greater control through a digital approach,” said Walt Carter, Chief Digital Officer, Homestar Financial Corporation.
  • “We are delighted to offer FinLeads via Salesforce AppExchange to empower more users with intelligent and results-driven sales enablement ability. A unified view reduces the need for loan officers to navigate multiple systems, often repeating the same workflow across a CRM, point of sale, and then a loan origination system. It improves sales funnel efficiency, accelerates loan closure, and provides enhanced lending experience. FinLeads’ powerful analytical features can enable customers to intelligently support the selling process and help the business increase productivity and win more deals. With FinLeads, customers can immediately experience the benefits of our platform directly within Salesforce,” said Samya Ghosh, Head of Digital Practice, Tavant.

About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, 7 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.

Additional Resources

Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.

About Tavant

Headquartered in Santa Clara, California, Tavant is a digital products and platforms company that provides impactful results to its customers across North America, Europe, and Asia-Pacific. Founded in 2000, the company employs over 2500 people and is a recognized top employer. Tavant is creating an AI-powered intelligent lending enterprise by reimagining customer experiences, driving operational efficiencies, and improving collaboration. Find Tavant on LinkedIn.


Anna Stanley/Catherine Laws
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