Lending – CRMNEXT

Lending doesn’t have to be so complicated…

This 2 minute video will give you a taste of how CRMNEXT’s platform can streamline your process. We make it stupid simple.

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Loans are the growth engine of the credit union.

But… legacy technology might be slowing you down. It’s time for a platform that will facilitate growth. One where the lead process is optimized and keeps everyone who should be in-the-know up to date with current statuses and contact information.

In other words, a platform that takes the guessing game out of the loan process.

That’s where CRMNEXT comes in.

See the Infographic

Did you know?

In 2011, Banks and credit unions held 50% of mortgage market share. (Finastra)

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But by 2020, their share of the mortgages market had dropped to 21%. (Finastra)

Real talk… People want to give you their money. They have funds at their disposal and if the experience is a good one, they’ll choose your bank or credit union to service their loan rather than the impersonal and human-less app that’s just so easy to use.

But to capture those loans and increase market share, and ensure your team is able to deliver a seamless and positive process for your members and prospects, you need a platform that unites all your data all in one place, so that:

Acting on leads is simple and straightforward.

Info is shared between frontline workers and loan officers in near real-time.

Recommending more personalized product offerings is as easy as a click.

Upselling is a more streamlined process.

That’s what CRMNEXT does best. We’re the CRM platform built for credit unions and banks, and our promise to you is to simplify work, drive growth, and deliver on experience. Simple as that.