Built for Modern Lending: Intelligent Document Workflows That Move Deals Forward

In lending, every document tells a story — from financial statements and appraisals to compliance certificates and identity proofs. But when those stories pile up across hundreds of applications, the process of collecting, verifying, and approving them can slow down even the most sophisticated operation.

Symphonix Origination reimagines that experience with intelligent, automated document management — built natively on Salesforce and designed to make documentation faster, smarter, and more transparent.

Rule-Based, Dynamic Document Categories

In Symphonix Origination, document management isn’t static — it’s dynamic and data-driven.

When a new application is created, the system automatically generates required document categories based on any field or data point in the application — not just the product type or loan purpose, but any value a lender defines as a trigger.

For example, a single checkbox for “Collateralized Loan” could prompt collateral-related document categories, while a “Government Program” flag could add compliance forms. The configuration is rule-based, flexible, and completely customizable.

Behind the scenes, this is powered by the Document Category and Document Definition framework within the Origination data model— ensuring that every application has the right documentation structure, created automatically and consistently across your portfolio.

Smart Approvals and Streamlined Reviews

Once files are uploaded, Origination handles the next steps intelligently:

• Automatic approvals for routine uploads that meet system-defined checks.

• Manual reviews for documents that require a compliance or credit officer’s judgment.

This hybrid approach keeps operations fast without compromising oversight. Users can see, in real time, which documents are uploaded, which are pending, and which are approved — creating a shared, transparent process from start to finish.

Integration-Ready and AI-Enabled Possibilities

Document management in Symphonix Origination doesn’t stop at storage. It’s built with an open, extensible framework that supports integration with third-party products for imaging, verification, and data extraction.

Financial institutions can also take advantage of Salesforce Agentforce, the platform’s built-in AI layer, to enhance productivity and insight. Agentforce can help surface key information, summarize content, or assist in validating document data — extending Origination’s intelligent automation capabilities while keeping everything within the Salesforce ecosystem.

Together, these integrations and AI features help lenders improve efficiency, accuracy, and decisioning speed across the entire origination process.

Configurable Access and Tracking

Because it’s built on Salesforce, Symphonix Origination benefits from the platform’s configurable permissions framework.

Administrators can define document access, visibility, and approval workflows by user role or product line. Every upload or status change can be tracked based on your setup, providing a clear record of activity that supports operational oversight. For organizations requiring advanced tracking or event-level audit logs, Salesforce Shield can further enhance auditability and compliance capabilities.

From Document Chaos to Digital Confidence

With Symphonix Origination, document management isn’t an afterthought — it’s a core part of a streamlined lending process.

By automating category creation, simplifying approvals, and enabling integration with third-party and AI-powered capabilities, lenders can eliminate manual steps and ensure documentation stays accurate, organized, and compliant.

From origination to approval, every file tells the right story — automatically.