Essential customer information at loan officers’ fingertips on every call
Relationship management is essential to the work of consumer lending. Get it right, and you win customers’ trust over and over – and make it easier for your loan officers to do what they do best. The problem: it’s hard to scale the kinds of personalized interactions that deliver top results.
In Financial Services, Relationships Are Everything
Pipeline Management Features
- Get at-a-glance clarity via roles-based or custom views. For a more granular perspective, filter pipelines further via custom metadata, colors, and tags.
- Run Credit
- Run DU/LP/Dual
- Order settlement services (Appraisal, flood, title, MI, Etc)
- Run pricing/fees
- Generate price scenarios and disclosures
Google Calendar and Outlook Integration
Custom Lead Alerts
The Power of Solution Accelerators
What is a solution accelerator? It’s our unique approach to custom software development that lets lenders get the features and functionality they need out the door faster.
AccelCRM includes 80+ percent of the code base needed to build any lending industry CRM. We build the remaining 20 percent to spec. This lets lenders enjoy speed to value faster – and at a more competitive price point – than would otherwise be possible.
Launch Your Digital Transformation Journey with NTERSOL
In consumer lending, reputation is built one customer interaction at a time. Solutions powered by AccelCRM empower your LOs to make each interaction more meaningful, so every customer feels like your only customer.