A feature rich CRM that supports multi-level architecture for branches, account executives, loan officers & brokers
Custom dashboard & pipeline views for 360 visibility
All users get a customizable dashboard that aggregates total # of loan files, total loan volume, and other key data points with charts. Your customizable pipeline shows deals flowing through stages with quick access to notes, workflow steps, required docs & tasks. Advanced search filters and data ascend/descend to let you analyze your data in greater detail & export into custom Excel reports.
Borrower & broker portal will reduce support calls by 70%
Borrowers & brokers can log into their own portal to see their respective loan files. They can view or update notes, see status, workflow steps, upload docs and create new loans as well. Borrowers can order pay offs, draw request, update payment info with the servicing module. You can white label the entire platform under your domain like this: app.yourdomain.com
Manage more than just borrowers with your digital rolodex.
Our built in CRM will help you manage borrowers & brokers separately from their loan files, making it easy to build a profile around them and execute targeted marketing campaigns. Additionally, we help you manage all contacts related to your business with a contact manager for realtors, investors, title, contractors, inspectors, and many more.
Additional CRM features built into your lending platform
We have the most feature rish CRM & LOS software for brokers & private lenders involved with commercial real estate, business funding, SBA loans and more.
Send bulk email to a targeted list of leads or past borrowers. Create drip campaigns that nurture leads or automates follow up. Use dozens of built in email templates with mail merge or create your own for sales, processing & servicing purposes.
Custom Tags aka Sub Status
Create categories for sub statuses which allow you to tag loan files for numerous use cases like, lead source, funding source, investor pool. This makes it easy to run reports & analyze your data. Since borrowers are stored in a separate table, you can ‘tag’ them with custom labels.
Track Top Producers
Easily see which loan officers & brokers are top producers by loan volume. Send targeted marketing or offers to your VIPs and keep them engaged.
Reporting & Analytics
Run pre-built or customized reports that can be exported via Excel for loan maturities, servicing stats, loan statuses, user productivity, email stats, and more.
Calendar Date Tracking
Track important dates all in one calendar for follow up reminders, tasks due, closings, maturity date, insurance expiration, property taxes due, etc…
US Heat Map
A color coded US heat map shows you the average loan amount, total aggregate loan volume in each State by loan type. Great for investor dashboards