Real time loan pipeline data at your fingertips. Entirely customizable to the needs of your organization's prospect management processes and goals.
Bankers and loan officers can directly connect with customers to engage them through the loan application process.
Easily schedule video and phone calls through the loan application process to ensure efficient timely communication.
From origination to funding, all your loan application data at your fingertips in a single digital pipeline.
The Banker’s dashboard is fully customizable and provides real-time insight into the loan application pipeline, all the way from origination to issue of approval. Bankers can stay organized and follow their customers through the application process with our dashboard tools that provide updates on upcoming appointments, notifications about pending or completed applications, and loan-related news. Additionally, the dashboard displays the total loan amount and value within a selected period of time to help bankers reach their goals.
Our integrated communication channels allow customers to virtually connect with their loan officer at anytime and anywhere that is convenient.
The built-in scheduler allows customers and bankers to schedule appointments with one another. Customers no longer have to move their schedules around to find time to go into their bank, as they now have the power to choose a time and day that is most convenient for a quick and virtual appointment with their loan officer.
Bankers can create applications for any type of loan for new and existing customers, and can review completed applications. Necessary documents like non-disclosure forms can be directly uploaded to our platform for customers to securely e-sign.