AccelCRM - Lending Solution Accelerators

Customer Relationship Management

For More Conversions at Every Part of the Funnel

CUSTOMER RELATIONSHIP MANAGEMENT

Essential customer information at loan officers’ fingertips on every call

Relationship management is essential to the work of consumer lending. Get it right, and you win customers’ trust over and over – and make it easier for your loan officers to do what they do best. The problem: it’s hard to scale the kinds of personalized interactions that deliver top results.

That is, it’s hard without a purpose-built CRM.

Solutions built with the Customer Relationship Management Accelerator automate every part of relationship management that can be automated, putting essential information at loan officers’ fingertips so they can laser focus on closing loans.

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In Financial Services, Relationships Are Everything

Off-the-shelf CRMs work great in many industries. But when your sales are both highly regulated and emotionally charged, you need something more.

Our accelerator delivers, functionalities designed and built for the needs of lenders.

Key features:

Pipeline Management Features

Get at-a-glance clarity via roles-based or custom views. For a more granular perspective, filter pipelines further via custom metadata, colors, and tags.
Run Credit
Run DU/LP/Dual
Order settlement services (Appraisal, flood, title, MI, Etc)
Run pricing/fees
Generate price scenarios and disclosures
Econsent/Esign

Google Calendar and Outlook Integration

LOs shouldn’t spend time clicking into their calendars. Our integrations make scheduling seamless.

Custom Lead Alerts

Display toaster and screen pop alerts to signal inbound leads and lead assignment.

LOS Integration

Integrations with Empower and Encompass are fully built and a Byte integration is in the works. We’ll integrate with whatever LOS you use.

Shark Tank

Incentivize follow-up with our Shark Tank feature, which lets LOs poach leads that haven’t gotten attention in three days.

Documentation

Infinitely better than sticky notes. CRM accelerator systems include robust history, note capabilities, and audit logs.

CUSTOMER RELATIONSHIP MANAGEMENT

The Power of Solution Accelerators

What is a solution accelerator? It’s our unique approach to custom software development that lets lenders get the features and functionality they need out the door faster.

The CRM Accelerator includes 80+ percent of the code base needed to build any lending industry CRM. We build the remaining 20 percent to spec. This lets lenders enjoy speed to value faster – and at a more competitive price point – than would otherwise be possible.