Audience

Businesses and loan providers searching for a solution to manage their workflows, business processes, SLAs, and product types

About BrightOffice Lender CRM

BrightOffice Lender CRM is a complete end-to-end, cloud-based loan management solution specially built for loan providers. BrightOffice Lender CRM is a complete end-to-end, cloud-based loan management solution specially built for loan providers. With help and knowledge from people who’ve worked directing within the industry, our all-in-one solution provides everything from inquiry to fact-finding – through to application, customer onboarding, and loan ledger management. Customized to your individual business processes, SLAs, and product types, the flexible workflow engine includes email, documents, letters, SMS communications, and more. Our open-ended API means we’ve achieved many successful integrations including TransUnion, Experian, UK Land Registry and Microsoft Power BI. Fully customize the CRM using your company logo and colors to create a professional, unique experience. Populate whole addresses by simply adding postcodes, increasing accuracy and saving time.

Integrations

API:
Yes, BrightOffice Lender CRM offers API access

Ratings/Reviews

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Company Information

BrightOffice
United Kingdom
www.brightoffice.co.uk/crm/lender

Videos and Screen Captures

BrightOffice Lender CRM Screenshot 1
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Product Details

Platforms Supported
SaaS
Linux
Training
Documentation
Live Online
In Person
Support
Phone Support
24/7 Live Support
Online

BrightOffice Lender CRM Frequently Asked Questions

Q: What kinds of users and organization types does BrightOffice Lender CRM work with?
Q: What languages does BrightOffice Lender CRM support in their product?
Q: What kind of support options does BrightOffice Lender CRM offer?
Q: What other applications or services does BrightOffice Lender CRM integrate with?
Q: Does BrightOffice Lender CRM have an API?
Q: What type of training does BrightOffice Lender CRM provide?

BrightOffice Lender CRM Product Features

Commercial Loan

Audit Trail
Pipeline Management
Asset Management
Lead Management
Risk Management
Document Management
Complex Debt Structures
Dashboard
Trend Analysis
Exposure Management

Mortgage and Loans

Residential Mortgages
Refinance Management
Credit Reporting
Closing Documents
Contact Management
Pipeline Management
Loan Origination
Commercial Mortgages
Document Management
Loan Servicing
Customer Statements
Pre-Qualification
Electronic Applications
Amortization Schedule
Client Database
Government Loans