Crowe Lending Workflow Manager
Our solution can help you bring more simplicity, flexibility, and transparency to your commercial lending process.
Commercial lending is more than repetitive work and information chasing
Lenders struggle with inefficient workflows and hard-to-use systems that make it difficult to process and service commercial loans efficiently. When it takes too long to get things done, lenders miss out on revenue and opportunities to build the trust and loyalty that lead to successful long-term relationships.
Crowe Lending Workflow Manager provides an easy-to-use platform for lenders to do their jobs. By making it easier to find information, complete tasks, and stay on track, your lenders can spend more time moving loans forward and building relationships.
What is Crowe Lending Workflow Manager?
Crowe Lending Workflow Manager, built on the Microsoft Dynamics 365™ platform, centralizes and automates fundamental parts of the commercial lending process. Lenders can more easily take care of day-to-day business, keep their borrowers on the same page, and forge stronger lending relationships.
Align lending and credit teams with a transparent process
Assigning clear roles, responsibilities, and deadlines helps everyone knows what to do, how to do it, and when it’s due.
Drive quick adoption
our lending team can have access to an easy-to-use solution that results in real business impact right away.
Simplify document collection
Uploaded documents are automatically stored, organized, and easily accessible, which means no more digging through emails.
Keep information accessible and secure
A secure online portal keeps all documents in one place and allows lenders to more easily connect with borrowers.
Get an organizational AI boost
The latest in AI technology can help read documents and summarize financial statements. Dynamics 365 includes Microsoft™ Copilot to give you intelligent guidance and automation where you need it most.
See Crowe Lending Workflow Manager in action
Our specialists can provide a live demo of Crowe Lending Workflow Manager to show how its benefits apply to the commercial lending process from start to finish. Here’s what you can expect.
We don’t just implement commercial lending software and leave you to figure it out. We work with you to transform your lending process so you can realize the full value of every solution.
Work with us
We can help you overcome legacy systems and outdated approaches that hold your commercial lending program back.
Reach out to one of our specialists to schedule a consultation. We’ll be happy to discuss your team’s current challenges, arrange a demo, and discuss ways to move your commercial lending forward.
Let’s talk
We'd be happy to learn about your needs and provide a live demo for your team.
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