Lending Service CRM – Simplify Your Lending Workflow
Capture, qualify, and close more lending deals with an all-in-one CRM built for Canadian lenders.Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Overview
Built for Modern Lending Teams
APPSInvent’s Lending Service CRM helps financial institutions, mortgage brokers, and private lenders manage the complete loan lifecycle. From capturing leads to tracking approval stages, this platform centralizes your lending process and boosts team productivity.
- Centralized lead and loan tracking
- Automated client follow-ups
- Configurable approval workflows
- Smart insights for loan performance
- Secure and compliant with Canadian data privacy standards
Key Features
Everything You Need to Run Your Lending Operations
Lead Capture from Multiple Channels
Collect leads from web forms, email, social campaigns, or third-party sources.
Lending Pipeline Management
Visualize your lending process from initial inquiry to final approval.
Automated Workflows
Set automated actions for approvals, reminders, and follow-ups.
Credit & Document Tracking
Upload and manage borrower documents securely in one place.
Team Collaboration
Assign tasks, set reminders, and keep everyone aligned.
Analytics & Reports
Get real-time insights into leads, loan stages, and conversions.
Why Choose APPSInvent
Why Choose APPSInvent’s Lending CRM
We’re not just another CRM vendor — we’re your technology partner. At APPSInvent, we specialize in custom cloud systems and open-source technologies, giving you flexibility, scalability, and complete data control.
- Your region hosted cloud infrastructure
- Built on secure, open-source technologies
- Fully customizable to your lending workflow
- Transparent pricing with no hidden fees