Good data brings good returns. The more information you have about what the other parts of the process are doing right now (lending criteria, loans requests, etc.), the less time is wasted and the more revenue is realized.
Get a bird’s eye view of your pipeline and funnel.Gain a system of records when all applications--including those that do not close--are logged automatically. Stay on top of your team’s activities and avoid delays with actionable insights.
Generate current or historical reportsReview operational data to see where your entire portfolio or team is at in their production to manage your CRE lending business effectively in real-time and plan for the future.
Get good intel recorded automatically
Keep everyone on boths sides of the table on the same page. All information about each deal is kept together in a simple place so everyone knows where the process is at.
“The most value (of the platform) is that all data is one click away...”
Jordan Gellman, Loan Officer at Cross River Bank