Platform: Internal Collaboration
Keep Your Lending Team Aligned Across Every Loan
Keep your team aligned with follow-ups, comments, notes, files, and activity records all connected to the application and borrower.
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All Your Team’s Work, Connected to the Loan
Keep your team connected around every application with shared context, clear follow-ups, and a complete record of every action.
Everything You Need to Stay Aligned
Follow-Ups
Create and assign follow-up actions so everyone knows what needs to happen next.
Comments
Communicate with your team directly within the loan and keep conversations connected to the application.
Notes
Add internal notes to capture important information, decisions, and updates.
Files
Keep relevant documents and files accessible to the team from within the loan record.
Activity History
Track what happened, when it happened, and who performed each action.
Team Visibility
Give authorized team members the context they need to understand the status and history of every loan, every action.
Follow-Ups
Keep Every Action Moving Forward
Bring notes, follow-ups, alerts and application activity together so your team can collaborate without losing context.
Create Follow-Ups: Add tasks directly to the relevant loan or application.
Assign Responsibility: Make sure every action has a team member responsible for it.
Track Progress: See what is pending, completed, or still needs attention.
Notes & Comments
Keep Every Conversation Connected to the Loan
Give your team a place to share internal information, comments, and decisions without losing the context of the application.
Add Internal Notes: Record important information, decisions, and updates.
Comment With Context: Communicate directly within the relevant loan or application.
Keep Information Together: Make important conversations accessible to the team when they need them.
An Eye in Every Step Functionality
Know What Happened, When, and Who Did It
Keep a complete record of important actions across every loan application, giving your team visibility into how the application has progressed.
Track Every Action: See important updates and changes made throughout the process.
Know Who Did What: Identify the team member behind each recorded action.
Keep a Complete Record: Preserve the history of the application from one stage to the next.
FAQ
Questions About Internal Collaboration?
How does Crediroll help keep your team coordinated?
Crediroll links notes, comments, follow-ups, files, and activity history to each loan application. This allows authorized team members to access the relevant context and stay up to date throughout the process, all in one place.
Can I assign follow-ups to other team members?
Yes. Create follow-up tasks, assign an owner, and set a due date. Your team can identify outstanding tasks and ensure every action moves forward.
Where can I record notes and comments about a loan?
You can add internal notes and comments directly to each loan record, keeping information, decisions, and conversations linked to the relevant application.
Can I review the activity history of each application?
Yes. Review the actions and changes recorded throughout the process, when they occurred, and which team member was responsible for each one.
Can I keep documents accessible to my entire team?
Yes. Keep relevant files and documents linked to the loan record so authorized team members can access them whenever needed.
How can my team stay informed about each application’s status?
Authorized team members can view the status, history, and relevant information for each application according to their permissions. This helps everyone work with the same context and coordinate their tasks more effectively.
Featured Platform | Features Explore | Featured Tools
See Crediroll in action
Take a closer look at the tools built to help you manage, verify and collect across your lending operation.
Automated Collection
Track installments, payments and balances while keeping your collection operation organized.
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Automated Identity Verification
Verify borrower identities and documents with automated checks built into your workflow.
Learn moreReady to get started?
Review Faster. Lend With Greater Confidence.
Bring your lending team together with collaboration tools built directly into every loan.
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