S-Drive
The 100% Salesforce Native Document Management Solution.
Overview
S-Drive offers a comprehensive document management solution fully integrated with Salesforce. It helps mortgage lenders create, organize, and share documents securely and efficiently. The platform includes features like a centralized document repository, automated document collection (DocuFetch), and role-based security to streamline the entire document lifecycle, reduce administrative burden, and ensure compliance.
✨ Key Features
- 100% Salesforce Native
- Centralized Document Repository
- DocuFetch: Automated Document Collection
- Secure Document Sharing & Access Controls
- Folder Structure & Categorization
- Salesforce File Sync
🎯 Key Differentiators
- 100% native to Salesforce, providing seamless integration.
- Combines robust document management with automated document collection.
- Leverages Salesforce's security and role-based access controls.
Unique Value: S-Drive provides a comprehensive document management solution directly within Salesforce, enabling lenders to enhance efficiency, security, and compliance without leaving their primary work environment.
🎯 Use Cases (4)
✅ Best For
- Proven to reduce document handling time by 60% and achieve 30% faster loan approvals for a mortgage brokerage.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Salesforce as their primary CRM or system of record.
🏆 Alternatives
Unlike standalone document management tools, S-Drive is built on the Salesforce platform, eliminating the need for complex integrations and ensuring a single source of truth for customer and document data.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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