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