So, I think we ought to talk about lending for a minute… because, no offence, but as a whole, this process doesn’t seem to be as efficient as it could be.
Could it be possible that a process that is long, arduous, and repetitive isn’t the best way to bring business to your Financial Institution? That leaving pertinent information on sticky notes destined to wind up in the trash could actually be a bad practice?
Okay, let’s be real. As it stands today, the loan process needs a helping hand. It needs organization, trackable outcomes, and something that will improve the member experience, not bog it down.
Lucky for you, CRMNEXT is your solution. Our brand promise is focused on just three pillars: simplify work, drive growth, and deliver on experience. And that brand promise runs through everything we do.
Our loan management workflow, for example, simplifies the process to enable your employees to deliver efficient and—maybe even better yet—fast answers to your members’ lending questions, giving them a better experience.
Not only that, but the life cycle of any given loan can be tracked and updated in near real time with CRMNEXT, ensuring no loans fall through the cracks—hello, growth!—and everyone, no matter what department, will know exactly what is happening for every stage of the process.
But, wait! There’s more.
I don’t blame you if you’re tired of reading. Reading is hard. But videos are fun! So, take a look at this (under 2 minute) demo of our lending workflow we’ve cooked up just for you.
For more information on what CRMNEXT can do for your lending process, click here.
