Disclosure Direct for salesforce

New lending disclosure laws are now in effect​. We developed the Disclosure Direct salesforce app to help lenders quickly integrate the new required disclosures into their team’s workflows.

Disclosure Direct is built and powered by salesforce so your team won’t miss a beat doing business in states that require commercial lending disclosures. Plus, we’ll help you prepare to easily integrate additional states’ pending regulatory law changes as they take effect. 

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built by people who know equipment finance

key features

  • efficiently automate and rapidly create disclosure templates and documents for California and other states
  • integrate any salesforce DocGen tool (Conga, DocuSign, Nintex) to seamlessly create and populate disclosure documents
  • quickly configure Disclosure Direct’s extensive self-service framework and dynamically define and map labels, descriptions, and other required values

business benefits

  • accelerate your launch and simplify the implementation of a brand new legal and compliance process
  • easily integrate Disclosure Direct into your existing salesforce workflow
  • ease your employee workload with our thoughtfully designed, intuitive platform

*The current version of Disclosure Direct for Salesforce supports closed-end and lease financing types. The information contained herein is for informational purposes only and is not intended to be a source of legal advice.