# How lenders and broker groups are cutting days out of client onboarding

> A live webinar with CloudFiles and Techforce Services on handling loan application documents in Salesforce. Wednesday 21 Oct 2026, 3:00 PM AEDT.

*Live webinar · Wed 21 Oct 2026 · 3:00 PM AEDT*

## One hour on the documents that *hold every loan up*

Join Techforce Services and CloudFiles for a live session on handling loan application documents inside Salesforce: the problem, a live demo, and your questions.

[Save my seat](#register) · [See the agenda](#agenda)

*The problem*

## Every loan application arrives as a *stack of documents*

Payslips, bank statements, ID, tax returns, trust deeds, valuations. For lenders, broker groups, mutual banks and credit unions on Salesforce, the work on them often happens outside it, in inboxes, shared drives and spreadsheets. The loan record is updated by hand afterwards, and the client waits.

- **Opened one by one** — Someone opens every document just to work out what it is.
- **Checked by hand** — Each one is compared with what the applicant declared, then keyed into the loan record.
- **Chased late** — Gaps surface late, the client is asked again, and the file goes back in the queue.

*The agenda*

## The problem, a *live demo*, then your questions

One hour, in three parts.

### The problem

Where the *time goes*

Techforce Services sets out where onboarding time goes in a typical lending process on Salesforce, from the application arriving to the loan record being ready.

- Ravi Telu, Techforce Services

### The live demo

Document automation for Salesforce, *live*

CloudFiles takes a set of loan application documents and processes them inside a Salesforce org, live.

- Adarsh Reddy, CloudFiles

### Your questions

Ask *both teams*

Bring questions about your own application process. Ravi and Adarsh answer them live.

- Ravi Telu and Adarsh Reddy

*In the demo*

## What you will *see*

- **Read, classified and split** — Upload one PDF and it becomes a payslip, a bank statement and an ID, each filed in the right place.
- **Matched against the application** — Each document is checked against the loan record, and anything missing or inconsistent is flagged.
- **Held for review, fully audited** — Anything that needs sign-off waits for a person, and every step is logged.
- **All inside Salesforce** — It runs on the records your team already uses, with no separate system to check.

*Speakers*

## Who is presenting

- **Ravi Telu** — Development Lead | Lead Developer, Techforce Services
- **Adarsh Reddy** — Head of Pre-Sales, CloudFiles

*Register*

## Save your *seat*

Wed 21 Oct 2026, 3:00 PM AEDT (2:00 PM in Brisbane, 12:00 PM in Perth). One hour, online, and made for:

- Salesforce admins at lenders, broker groups, mutual banks and credit unions
- Lending operations and onboarding teams
- The IT and operations leaders they report to

**Register for the webinar**

Your answer to the last question helps us shape the session.

A contact form follows this section.

## Questions about the webinar

**Q: What time is it where I am?**
3:00 PM AEDT in Sydney, Melbourne, Canberra and Hobart, 2:30 PM ACDT in Adelaide, 2:00 PM AEST in Brisbane, 12:00 PM AWST in Perth and 5:00 PM NZDT in Auckland, all on Wed 21 Oct 2026.

**Q: I can't make it live. Should I still register?**
Yes. Everyone who registers gets the recording and the slides afterwards.

**Q: Who sees my details?**
CloudFiles runs the registration and shares your details with Techforce Services, the co-host. Both may contact you about this webinar, including a follow-up on the bottleneck you described. You'll only get other updates if you tick the box on the form.

**Q: Who are the hosts?**
Techforce Services is a Salesforce consulting partner in Australia. CloudFiles is document automation for Salesforce: it reads, classifies and routes the documents a business runs on, then drives what happens next, inside Salesforce.