Learn about our CRM

A feature rich CRM that supports multi-level architecture for net branches, correspondents, account executives, loan officers & brokers

Custom dashboard & pipeline views for 360 visibility

All users get a customizable dashboard that aggregates total # of loan files, total loan volume, and other key data points with charts. Your customizable pipeline shows deals flowing through stages with quick access to notes, workflow steps, required docs & tasks. Advanced search filters and data ascend/descend to let you analyze your data in greater detail & export into custom Excel reports.

Borrower & broker portal will reduce support calls by 70%

Borrowers & brokers can log into their own portal to see their respective loan files. They can view or update notes, see status, workflow steps, upload docs and create new loans as well. Borrowers can order payoffs, draw requests, update payment info with the servicing module. You can white label the entire platform under your domain like this: app.yourdomain.com

Manage more than just borrowers with your digital rolodex.

Our built in CRM will help you manage borrowers & brokers separately from their loan files, making it easy to build a profile around them and execute targeted marketing campaigns. Additionally, we help you manage all contacts related to your business with a contact manager for realtors, investors, title, contractors, inspectors, and many more.

Additional CRM features built into your lending platform

We have the most feature rich CRM & LOS software for brokers & private lenders involved with commercial real estate, business funding, SBA loans and more.

E-mail & SMS Drip Marketing

Send bulk email to a targeted list of leads or past borrowers. Create drip campaigns that nurture leads or automates follow up. Use dozens of built in email templates with mail merge or create your own for sales, processing & servicing purposes.

Automation Rules

Create automated rules that send emails to any person tied to a loan, create tasks, or execute webhooks to 3rd party systems based on changes in loan file status, sub-status and/or work flow steps! This has endless possibilities to streamline & automate so many manual tasks.

Reporting & Analytics

Run pre-built or customized reports that can be exported via Excel for loan maturities, servicing stats,  loan statuses, user productivity, email stats, and more.

Calendar Date Tracking

Track important dates all in one calendar for follow up reminders, tasks due, closings, maturity date, insurance expiration, property taxes due, etc…

Referral Partner Manager

Easily see which referral partners are top producers by volume. Send targeted marketing or offers to your VIPs and keep them engaged.

eSignature

Send applications, receive signed copies back and manage the entire electronic signatures process from the Finncy CRM.. Join brokers all across the country who are already obtaining esign applications documents with Finncy.

100% Cloud Based

Finncy’s CRM is built on AWS, the world’s largest and most dependable cloud platform. Give your firm the same advantages of security, speed, and reliability already trusted by organizations such as Capital One, Netflix, and the Department of Justice.

API Integrations

We offer numerous 3rd party integrations for processors and underwriters to access data for credit, background check, KYC, asset verification, AVM, appraisal, tax verification, entity verification, and more. Our open API allows for webhooks as well.

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