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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

Operations•Customer Support

Components

Text

Text

Table

Table

Button

Button

Text Input

Text Input

1+
Components

Build from a handful of drag-and-drop components

[object Object]
Text provide clear labels for your CRM's different functions with text components that are customizable with markdown.
[object Object]
Table display loan information (e.g., name, account, amount, close date) in a sortable table.
[object Object]
Button trigger actions like updating loan amounts or applicant info.
[object Object]
Text Input update loan records with text inputs.
[object Object]
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.

Step 1 Create resource1. Create resource
Step 2 Read data2. Read data
Step 3 Connect data with UI3. Connect data with UI
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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.

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