We Want To Help Make You The CLO Everyone Wants to Be
Let’s take a closer look at what CRMNEXT does best.
Financial Inclusion Ushers In Growth
We’re Your One-Way Ticket
Let’s talk for real here.
We can all agree that financial inclusion is important, but it’s not your job. You’re the growth engine of the credit union. But what if we told you financial inclusion can lead directly to greater growth?
More data on who you’re serving equals more personalized product offerings, more opportunities for connections to growth within your member base.
The CRMNEXT platform makes this possible by uniting member data all in one place, taking it out of disparate systems and into a framework that’s orchestrated and actionable. We leverage core data two-way, bureau data, householding, your LOS system, etc.
All this makes it easier for you and easier for your team to serve those who need it most while also driving even greater growth.
We shine a spotlight on financial inclusion superheroes every year with our annual Right On The Money contest. This contest recognizes financial institutions and individuals whose efforts are creating remarkable change in their communities.
Looking for inspiration? Trust us, you’ll find it (and then some) in our ROTM 2021 Report highlighting the heroic work of our winners this past year. Check it out HERE.
But it’s not just about financial inclusion. We know your team looks to you to lead in all aspects, and we’re 100% committed to helping you exceed expectations in every way.
Our platform was built with your unique role—and the challenges inherent to it—in mind. When it comes to partnership, we walk the walk. And we’re here to support you, so you can better support your team.
In the pages ahead, we’ll take you on a quick tour that highlights just a few of the ways our tools can launch your team to the next level.
- How our platform supports a seamless lending journey,
- Why our trackable and transparent loan process is a game-changer.
We’re about creating true partnerships with our customers. Want to see what that looks like to us? Look at our Customer Success Graphic.
Here’s a quick walk-through of how CRMNEXT unites your organization’s data to ensure streamlined lending.
Introducing CRMNEXT’s Loan Management Workflow
The loan process shouldn’t be as difficult or stress inducing as many systems make it. And it definitely shouldn’t completely stop just because a loan officer is on leave.
CRMNEXT’s loan management workflow enables employees to deliver quick and efficient answers to their members’ loan inquiries — meaning better business for you, and better experiences for your members.
Our loan workflow ensures loans will never fall into a black box, they’ll be tracked and managed throughout the entire process. This means everyone, no matter what department, will know exactly what is happening with any given loan.
And for even more proof for just how much we can help in the sales process, take a look at this one-pager.
We promised we’d check back in about scheduling that call, and we always deliver on our promises (yes, groan, that hurt us to write as much as it hurt you to read, but it’s true).
If you like what you’ve seen so far, and want to see a more detailed demo (we did just totally up the ante on this, didn’t we?), then click that button below, give us your contact details, and we’ll be in touch to schedule some time to give you a tour.