Financial Services Cloud · Digital Origination9 tasks
Build Loan Origination Applications
MeshMesh builds loan and mortgage application intake, underwriting and approval flows on Financial Services Cloud. The work covers custom objects, record pages, flows, validation rules and Agentforce agents.
Method
How MeshMesh does it
- Breaks the build into phases and waits for the user to approve the plan before starting.
- Creates custom objects and Apex classes for the loan application.
- Adds record pages and LWC panels on loan applications.
- Wires and activates an Agentforce agent with its GenAi metadata, then drafts prompt templates for it.
- Adds record-triggered flows and validation rules tied to stage transitions, such as Packaging to Underwriting.
- For data-model questions, checks what Salesforce supports natively and lays out options when it finds a gap.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Digital OriginationFinancial Services Cloud2 tasks