Create and manage loan applications with real-time data updates. View existing loans and track progress. Pull credit, send pre-approvals, and update tasks. Sync loan information across back-end systems.
The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
Manage tasks and schedules to improve office efficiency. Create detailed task reports. Assign and track work schedules for employees. Set reminders and monitor progress in real time. Communicate instantly between managers and team members.
