Financial Services Business Loan Operations
Make better, faster loan servicing decisions with data-driven automation
0 installs
0 reviews
v3.8.2
Scoped Application
Free-ish (consumes 3 tables)
3 tables
Developer Instance
Sub-Production
Install Trend
First tracked: 2024-10-30
Latest: 2026-09-09 (0 installs)
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-09-09 | 0 | - |
| 134 days of no change | ||
| 2026-04-27 | 16 | -16 |
| 179 days of no change | ||
| 2025-10-29 | 15 | +1 |
| 81 days of no change | ||
| 2025-08-08 | 14 | +1 |
| 2025-08-07 | 13 | +1 |
| 69 days of no change | ||
| 2025-05-29 | 12 | +1 |
| 97 days of no change | ||
| 2025-02-20 | 11 | +1 |
| 5 days of no change | ||
| 2025-02-14 | 10 | +1 |
| 106 days of no change | ||
| 2024-10-30 | 9 | +1 |
About
Provides capabilities to consolidate requests for a Loan Operations team and route them through workflows to the appropriate middle and back office teams.
- Streamline client loan requests across departments
- Improve loan servicing processes with performance analytics
Key Features
- Manage loan service requests for business customers.
- Loan financial account types for business customers.
- Dedicated workspace for loan agents.
- Performance Analytics for insights into team and business performance.
Version History (6)
v3.8.2
2026-08-07 18:43:54
Changed
Updated internal application components to support ongoing platform enhancements
v3.7.0
2026-04-09 15:01:03
New:
Added deposit service table as a source for AIS, enabling better data integration and insights.
Updated:
FSO now uses the na...
v3.6.0
2026-03-12 16:12:36
Updated:
Updated the read-only option to 'Strict Read Only' for read-only fields
v3.4.1
2025-07-31 16:58:42
Changed
Included additional translations to support localization for Q4.
v3.3.1
2025-01-30 16:25:04
Fixed
Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
v3.3.0
2024-11-07 13:58:48
New
Added scope flow executor role to subflows
ID: 1804c19073b6101056c1fc88caf6a7dd · Published: Aug 2026 · Updated: Sep 09, 2026