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Middesk Direct for salesforce

Middesk Direct automatically verifies the identity of any customer, allowing lenders to fully automate their loan origination process from application to documentation.

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built by people who know equipment finance

key features

  • automate Secretary of State (SOS) lookups
  • validate entity names, business formation dates and tax ID’s
  • easily identify company officers, websites, social profiles, and addresses
  • search for any open liens for a business entity

business benefits

  • 100% coverage of all businesses registered with any of the 50 Secretary of States
  • minimize human error and automate KYC data validations
  • 75% reduction in document requests
  • 2-3x improvement in auto-approval rates

see the app in action

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Middesk Direct for salesforce was developed in partnership with:

products
aurôra LOS
aurôra partner portal
aurôra customer portal
salesforce apps
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© Copyright 2024 Northteq, LLC. All rights reserved.
Northteq is not an official partner of all the vendors listed.

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