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
End users
Components
Components
Build from a handful of drag-and-drop components
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. 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
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