Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business.
Some essential items to consider when looking for new lending software are:
- Short and long-term business needs
- Cloud-based, or on-premises
- Comprehensive, integrated origination and servicing functionality
- Smart automation, proprietary credit scoring
- Easy to deploy, easy to learn
- Access to technology and customer service support
- Proven track record
- Affordable investment
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At CloudMyBiz, we built our Loan Management Solution, FUNDINGO, on the Salesforce CRM platform. Salesforce, as the world’s #1 CRM provides us almost limitless flexibility in addition to powerful automations and built-in scalability.
For more information or details on how our solution aligns with the above points, and if it will meet your specific business needs, feel free to drop us a line.
-Ryan and the CloudMyBiz Team
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.