CLO MM23 - CRMNEXT

Hungry for a seamless lending process?

Yeah, we thought so. As CLO, we know just how frustrating the lending process can be at your financial institution.

Lending doesn’t have to be as difficult as legacy systems have made it. If you’re ready to retire lost leads, sticky notes, and chaotic data, we’re just the platform for you.

Did we pique your interest? Press play to watch the short video we made specifically for CLOs like you. And if after you’d like to see more, scroll down to see some of our other bite-sized demos.

How to Order More Bites:

View the previews available for each option in the menu.
Choose a bite-size demo (or two).
Book your reservation by entering your valid email address from your financial institution.

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Single Source of Truth

Stop delays and confusion with consolidated data.

Customer Service

Keep every member of the team in the loop with notes that follow the customer.

Integrations & Workflows

Manage SLAs for complex processes to ensure proper protocols and compliance.

Sales & Pipeline Management

Set sales goals and track attainment with lead management to see trends in real time.

Account Opening

Increase efficiency with intelligent workflows based on account and ownership types.

Reports & Dashboards

Make data-driven decisions with confidence, using robust insights into customer interactions.

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