When Your Lending Process Just Isn’t Cutting It

Is your lending process as efficient as it could be?

As a credit union, you’re focused on one main mission: serving the needs of your members so they can lead happier, more fulfilling, and financially stable lives.

Wouldn’t it be great if you could spend less time working through arduous, time-consuming, and mind-numbingly repetitive software and spend more time helping your members access the funds they need?

Today’s loan management process demands three key things: organization, trackable outcomes, and real-time information sharing across multiple core systems — all integrated into one easy-to-use platform.

This solution exists in CRMNext, an all-in-one customer relationship management (CRM) hub that provides work simplification, robotic automation, and immediate results for both your employees and members.

By offering a 360-degree view of member activity, the Strategic Link partner enables credit union teams to anticipate member needs and offer the best services that will enhance their financial well-being. The life cycle of any given loan can be tracked and updated in near real time, ensuring no loans fall through the cracks. Additionally, credit union staff members, no matter which department, can see exactly what is happening during each stage of the loan process and answer any questions that may arise quickly and efficiently.

Watch the demo below to see how CRMNext can enhance your credit union’s lending process.

Ready to take the plunge? Visit CRMNext’s partner page for more information or contact the Strategic Link team to get connected.