Commercial lending, simplified.

Keeping your customer at the heart of what you do takes work.
Too much work.

There’s a lot of inefficiency and frustration in commercial lending. Over-engineered systems get in the way of customer experience. Lending doesn’t have to be so complex. Built on the Microsoft Dynamics 365TM platform, Crowe CX for Commercial Lending can revolutionize how you interact with your team and your customer.

Let's talk

For lenders

Fewer walls, faster wins.

Fewer walls, faster wins.

Power up your team

You can’t collaborate when you’re pointing fingers. With Crowe CX for Commercial Lending, everyone can see when something is needed and who’s responsible.

Be nudged in the right direction

Status indicators, automated notifications, and workflow templates automatically nudge loans in the right direction without micromanagement.

Happy lenders, happy life

Get your lenders back to what they love doing – making your community a better place. Crowe CX for Commercial Lending can help strengthen relationships with your borrowers and your team.

For your borrowers

Everything in one easy view.

Like a pizza tracker for loans

Your borrowers want to know exactly where their loan is in the process. It can be frustrating for them to rely on emails and phone calls. The portal can clearly set expectations and visualize loan progress.

A single, secure place for documents

Email seems like an easy way to collect documentation. It’s not. With Crowe CX for Commercial Lending borrowers can upload documents into one place that everyone on the team can access.

All the details, right in your pocket

The portal is just plain friendly – both on mobile and desktop. The simple and organized user interface allows borrowers to feel confident in the process.

Everything in one easy view.

Pricing

A digital space that leads with delight.

Schedule a call

We want to hear where you think your opportunities are. Give us 15 minutes, we’ll ask you a few questions and get to know you and your unique needs better.

Get a live demo

Get your team together for a live demo with one of our specialists. We’ll show you this tool and how it can help you get your team and your customers all on the same page.

Implement quickly

After a quick implementation process,** you’ll be on your way. Keep your customers informed and delighted and your team aligned and collaborating.

Schedule a call

We want to hear where you think your opportunities are. Give us 15 minutes, we’ll ask you a few questions and get to know you and your unique needs better.

Get a live demo

Get your team together for a live demo with one of our specialists. We’ll show you this tool and how it can help you get your team and your customers all on the same page.

Implement quickly

After a quick implementation process,** you’ll be on your way. Keep your customers informed and delighted and your team aligned and collaborating.

Crowe CX Lending Suite products

Expand your commercial lending transformation with additional support The Crowe CX Lending Suite includes options to help your lending teams get jobs done and connect more efficiently.

Crowe CX for Financial Spreading
Crowe CX for Financial Spreading
Crowe CX for Problem Loans
Crowe CX for Problem Loans

Contact

Let's talk.

We'd be happy to learn about your needs and provide a live demo for your team.

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* Qualified candidates only. A Microsoft subscription is required to purchase Crowe CX for Commercial Lending. $250 pricing includes one (1) Crowe CX for Commercial Lending license, one (1) Microsoft Dynamics 365 Sales Embed Online license with minimum of 10GB of shared storage, and one (1) SharePoint Online (Plan 2) license with 1TB of storage. It does not include installation, implementation, training, end-user support, or other services required. Purchase of at least 10 user licenses is required. All final terms are subject to executed engagement contract. A Microsoft End User License Agreement may be required between the customer and Microsoft and is not included. In accordance with applicable professional standards, this offer may not be available to attest clients. Restrictions may apply.

** Subject to terms of final engagement letter. Purchase required.

How can we simplify your
loans process?