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.


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.

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
Dean McRobie Photo
CommonBond Icon

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.

Try Retool today

Get started building your internal tool in minutes

Schedule a demo