Salesforce

Close secured loans faster—with compliant documents and embedded lien workflows

Wolters Kluwer’s lien and document generation solutions embed directly into nCino LOS on Salesforce, enabling lenders to manage collateral, generate compliant documents, and complete UCC searches and filings - without leaving their core lending workflow.

The result: faster closings, stronger compliance, and fewer manual steps from origination through closing.

Why lenders choose an embedded approach

When lien management and document generation live outside your LOS, teams rely on manual handoffs, rekeying, and workarounds.

By embedding UCC search, filing, and rules‑based document generation directly within nCino LOS on Salesforce, lenders reduce friction across origination and closing—while maintaining control and consistency.

Key advantages include:

  • Work without system hopping: Perform UCC searches, filings, and compliant document generation directly inside nCino LOS on Salesforce.
  • Shorter loan cycles: Automate lien tasks and document preparation in a single, connected workflow.
  • Confidence in compliance: Use expert‑maintained, rules‑based content designed to support regulatory consistency across asset classes.
  • Scale with consistency: Standardize secured lending and documentation processes across teams, regions, and portfolios.

Integrated Solutions

iLien Managed Package for nCino®
  • Enables lenders to complete UCC searches and filings directly within the nCino LOS experience on Salesforce, helping shorten loan close times and reduce collateral risk through embedded lien workflows.
Doc Gen Integration
  • A scalable, rules‑driven document generation solution embedded in Salesforce and nCino LOS that enables financial institutions to generate accurate, compliant lending and deposit documents across asset classes—all from a single compliance content platform.

Who we serve

Banks, credit unions and financial institutions using nCino LOS on Salesforce

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