Let Us Show You Why A CRM Could Be The Missing Link To Your Loan Volume
With nearly 70% of leads falling through the cracks, the right CRM can be your answer to get your lending process back on track.
These are some of the biggest challenges we hear from CLOs like you when it comes to their existing systems and ensuring leads and loans don’t fall through the cracks:
- I have no insight into what my team is doing and the statuses of the loan applications we’re processing.
- Important information can be lost in translation as it travels from frontline employees to the loan officers.
- Some loan applications are lost entirely and are never followed up on.
- In a perfect world, frontline employees would have all the necessary information up front, ensuring all member questions pertaining to the loan process could be answered.
- We need a detailed checklist of the information we NEED in order to stay compliant, otherwise paperwork has to be redone.
- The loan process is often arduous and long, with members needing to repeat information over and over again due to lack of communication between our LOS and core. We need something to make it organized and a lot quicker.
Having a CRM system can solve for many of these concerns. But there’s a lot of info out there about what a CRM is supposed to be and what it’s not supposed to be, so let’s get down to brass tacks.
Customer Relationship Management (CRM) platforms help manage member data. Think of a CRM as the brain that keeps member details up-to-date and tracks interactions, thereby helping you to improve relationships with your members.
Ideally, CRMs should support sales management, deliver actionable insights, integrate various systems, and facilitate communication across an organization’s teams.
But here’s the thing… Not all CRMs are created equally. We’re the CRM built specifically for credit unions.
Promise we’re not all serious all the time. Watch our In the Wild explainer video for a cheeky look at what we do.
We’re Committed to CUs Every Step of the Way
At CRMNEXT, we’re committed to Credit Unions. We exist to help organizations like yours simplify work, drive growth, and deliver on experience. That’s our brand promise to you.
Like you, we’re all about people helping people. We believe in two-way partnership and one that isn’t a hand-off where value is no longer seen. We stand by our partners every step of the way. And that journey? It starts now.
Let us walk you through how we can get you up and running on our platform with ease, uniting your applications all in one hub and providing solutions to the headaches you’ve been dealing with daily.
It’s not just lip service with us… We’ve recently partnered with CUSO CU Sol on their CU SAFE initiative, which aims to provide lending options, as well as credit and financial counseling, to domestic violence survivors. Want to learn more? Check out this one-pager.
Our brand promise is to help you simplify work, drive growth, and deliver on experience. But what does that actually mean? So glad you asked…
Thanks to complete integration of core and all other systems, we help you eliminate screen-hopping, automate tasks, auto-populate forms, organize and clean data, and visually design workflows with drag-and-drop ease.
Take a second and think about how long it takes your employees to complete most tasks… And then consider this: with all member information all in one place with CRMNEXT, opening an account takes less than 10 minutes, building a dashboard takes less than two, and issuing a credit card or creating a lead takes 30 seconds flat. Don’t believe us? Check this video out.
With CRMNEXT, you can easily track your team’s progress and loan statuses with real-time dashboards and reports. This ensures team members are held accountable on follow-up. What’s more, to help you stay compliant and avoid the dreaded redlining villain, our platform has built-in guardrails, guaranteeing all necessary fields are shown – any that aren’t necessary are hidden from view. Simple as that.
Deliver On Experience:
With our Member 360° view, all member data is in one place. This means that you get superior insights that are unique to each role i.e. product holdings, wallet share, interactions, lifestyle info to personalize each member’s experience and so much more.
Having all this info in one place also simplifies and clarifies member profiles, empowering your employees and ensuring their success without all the screen-hopping and rekeying. Because who enjoys that?!?
Curious how our brand promise works in practice? We’ve got examples galore, but let’s start with just one. Check out this infographic to see what better lead management can do for you, and why CRMNEXT’s platform offers the very best lead management solution out there.
So, we’ve already established that the right CRM is one that is built to solve the pain points of yesterday, freeing up tomorrow so you can get the actual work done.
The right CRM should have a lending process that facilitates growth, not one that slows it down – as well as a hub where the lead process is transparent and easily accessible with automated and optimized workflows. A system that keeps everyone that should be in-the-know up to date with current statuses and contact information.
In other words, a system that takes out the guessing game.
Lucky for you, CRMNEXT has all this… and then some.
Ready to have your life changed?
We know, we know, you’re ready to have your life changed. Otherwise, you wouldn’t have proceeded 🙂
But! We wanted to take a brief moment to give you the opportunity to schedule a meeting with us to discuss everything you’ve seen thus far in more detail. Ready? Click the button below to get the ball rolling on setting up a call with us.
Not ready yet? No worries, we’ll check back in with you in a bit.