CRM for loan processing
Build a CRM (customer relationship management tool) to manage loans from a centralized application.
Industry
financial-services
End users
operationscustomer-support
Components
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.
Integrations
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 resource
2. Read data
3. Connect data with UIFrom startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. See our customers.
“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.
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.
Dean McRobie
CTO at CommonBond