CAD Lending Software

Whether for commercial or personal lending our Credit Action Display CRM software is a custom built Lending Applicant Management System. Manage all of your customer data throughout the commercial or personal loan process.

Designed with direct input from commercial bankers to assure a smooth process flow in collecting and reporting the necessary data for your Credit Action Process.

Benefits of this loan CRM software include:

•  We can customize the data forms with your required data fields
•  Administratively search for customers based on numerous criteria
•  Manage corporate umbrella entities with multiple partners, sub-accounts, etc.
•  Print report data
•  Keep a log of notes for each applicant and assign a status to their application
•  Manage staff users of the system with various levels of control/access
•  Notify pre-designated staff about a status change for an individual applicant
•  Set "tickler" reminder notifications for various steps in the process
•  Archive old data (allowing later retreival if needed)
•  Password protected with optional user access levels
•  Encrypted database storage
•  Web-based - no installation of software is required
  
•  Document management options available