Customer Relationship Management (CRM)

Leave behind siloed systems for borrower-centric relationship management that unlocks new heights of revenue growth and operational efficiency

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Trusted by 1,200+ Clients & 50+ Partners

Better relationships, better operations

300%

Uptick in agent-loan ratio

1

System for servicing, collections, CRM, and more

92

Client Net Promoter Score

Increased Efficiency

Reduce support calls and streamline collections by consolidating borrower information and interactions from your entire lending product line into a single location, unlocking accurate, real-time automation, process efficiencies, and business outcomes that count.

Custom workflows reduce clicks
Rule-based Promise Fulfillment tracking improves collections
Create connected downstream workflows
26 ready-to-use integrations & 29 pre-built webhook triggers
Automate omni-channel communications

Better service, better outcomes

Providing tailored service and building relationships with borrowers, efficiently resolving even the most complex issues, and collecting on past due accounts. All with fewer errors and while enhancing the borrower and agent experience.

Centralized case resolution, no matter the issue
Cloud-based platform unlocks remote work
In-product guides train agents faster
Configure settings to service complex needs
Agent-level custom dashboards

Streamline compliance, reduce risk

LoanPro acts as a system of record that provides an audit trail at the borrower, loan, or program level, plus automations keep your other systems one step ahead of non-compliance.

Build compliance into automated workflows
A system of record, including documents and an immutable ledger
Role-based access for safe utilization of one system across teams

Build better products, reach more customers

Higher configurability when building your lending products means more potential customers and increased satisfaction. Data visibility lowers origination costs through retargeting ideal repeat borrowers.

Analyze your business at any level: borrower, loan, or product
Build custom dashboards to view real-time or auto-send to an email list
Use borrower-level data to retarget current borrowers

“Easy to set up, great team, easy to perform tasks and provide good customer experience. The CRM makes it easy for my team to manage their portfolios and provide top customer service.”
Chris D.General Manager

“LoanPro so far has been one of the best decisions we've made regarding software. Their features list speaks for itself and the value received is great!”
Tiffany R.CEO

“I would guess that it saves me at least 1 employee already. Cost benefit is amazing! Gives more time and economic savings as well as the ability to do more deals more efficiently.”
Shawn Y.Managing Partner

Servicing Suite

Welcome to the future of loan servicing. See how our loan manager utilizes next-gen technology to fit into your existing processes.

Payments & Collections Suite

All the tools needed to store, process, and collect payments in a single platform.

Building with LoanPro

From out-of-the-box processes to custom configurations, build a product offering unique to your business.

Compliance Cover™

Is the fear of regulatory penalties slowing your scale? LoanPro enables lenders with regulatory tools built into our platform. Stay focused on what matters most – growing your business.

Convenience

There’s no time like your time. Ease of setup, automated workflows, and custom process guides empower your servicing team, ensuring less costly errors and more time on your clock.

Performance

Service more loans faster. LoanPro is an operational efficiency powerhouse focused on making your portfolio perform. On average our customers see a 300% uptick in overall efficiencies.

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