We performed and extensive evaluation of the top CRM systems for a loan broker, we took into consideration features, pricing, platforms, and reviews. When selecting a CRM for loan officers, the system needs to have the ability to store information for local and remote access, it should effortlessly integrate with other programs, especially LOS systems and accounting. In the end we ended up acquiring specific canned and pre-existing CRM technologies along with extensive internal Global Financial technicians to come up with what we believe is hands down the very best CRM available today.
To make this bold claim, we knew that it should also be accessible to a web-based customer portal for loan applications and have data-collecting capabilities, including phone numbers, email addresses, banking information, and any other contact information. The nature of the job for brokers and lenders is to send a lot of paperwork back and forth throughout the day, which can get confusing. A loan broker CRM alleviates this problem and streamlines how documents are sent to and from clients in the pipeline more efficiently.
Global Financials Software is ideal for Commercial Lending professionals who are looking for a feature-rich loan management system.
It’s an all-in-one platform to manage your business, advance your pipeline, centralize your team, and keep your Company's organized, and yes, it’s included in your membership with Global Financial, no matter how many users you have like the others commonly referee to as “implementation charges.”
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