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![[object Object]](/widget-icons/datepicker.svg)
1. Create resource
2. Read data
3. Connect data with UI
CRM for loan processing
With Retool, lenders can build a CRM (customer relationship management tool) to manage loans from a centralized application. Use Retool to surface relevant information to a team of loan processors so they can quickly generate quotes, approve loans, manage loan applications, and more.
Industry
Financial Services
End users
OperationsCustomer Support
Components
Text
Table
Button
Text Input
1+
Components
Build from a handful of drag-and-drop components
Text provide clear labels for your CRM's different functions with text components that are customizable with markdown.
Table display loan information (e.g., name, account, amount, close date) in a sortable table.
Button trigger actions like updating loan amounts or applicant info.
Text Input update loan records with text inputs.
Date Picker change closing and approval dates with a date picker component.
Data source
Connect Retool to a data source or API where loan data can is stored. Retool works out of the box with popular databases like PostgreSQL, MySQL, MongoDB, and can be deployed on-prem for complete control over security.
1. Create resource2. Read data3. Connect data with UIRelated use cases
What you can build with Retool
Dean McRobie
CTO at CommonBond
I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.