Platform: Loan Application
Everything Your Team Needs. On Every Loan.
Give your lending team one connected workspace to review applications, track progress, access loan information, and take action at every stage of the process.
Request demoThe Loan Workspace
Everything About the Loan. Centralized in One Place.
From the first review to an active loan, Crediroll keeps the information, documents, activity, and actions your team needs connected to the same loan record.
Your team can review client information, check due diligence results, follow the application pipeline, manage agreements, review payments, and take operational actions all from one place.
Everything You Need Built Around The Loan Record
Advanced Search
Find applications and loans quickly using the information that matters to your team.
Loan Pipeline
See where every application is in the process and what stage comes next.
Client & Loan Data
Keep borrower information, employment details, collateral, documents, and loan terms accessible from one view.
Notifications & Follow-Ups
Send notifications and create follow-ups directly from the application.
Loan History & Notes
Keep previous activity, agreements, notes, and relevant loan history connected to the record.
Role-Based Actions
Show each team member the actions and information relevant to their responsibilities.
Search & Visibility
Find the Right Loan, See the Full Picture
As a lender's portfolio grows, operational visibility becomes just as important as processing speed. Crediroll gives your team powerful search and a centralized loan view, so they can quickly locate an application and see the information needed to act on it. Search across relevant loan and client information, then move directly into the application record.
Request demo
Custom & Additional Status
Keep Your Workflow, Add the Status You Need
Not every loan follows the standard path. Create custom and additional statuses to capture exceptions, recurring situations, and operational conditions as they happen. Your team keeps working within the same loan pipeline while having the flexibility to reflect what's actually happening with each application.
Request demo
Actions at Every Stage
Move the Loan Forward Without Leaving the Record
Depending on their role and permissions, team members can send agreements for signature, create the loan in the core, use Loan Express to accelerate eligible applications, manage payment plans, send notifications, add follow-ups, access loan history, or move a loan to write-off. Everything stays connected to the same application.
Request demo
FAQ
Questions About Loan Application Management?
How can I quickly find a loan application?
Advanced Search lets you filter applications by client, branch, status, dates, amount, and other criteria to quickly locate a case and review its information.
Can multiple team members access the same application?
Yes. Each team member can view the application and perform actions allowed by their role, while the entire team works with the same up-to-date information.
Can I create custom loan statuses?
Yes. Create additional statuses to reflect the specific stages, exceptions, and situations in your operation without disrupting the workflow.
Can I send contracts from a loan record?
Yes. Your team can manage contract delivery directly from the loan record, keeping the related documentation linked to the application.
Can Crediroll create loans directly in the Core system?
Yes. Crediroll allows your team to create loans directly in the Core from the workflow, keeping the application stages and loan information connected.
Can I manage payment plans from each loan record?
Yes. Your team can view and manage payment plans directly from the loan record, alongside related information and actions.
Explore More Crediroll Features
See Crediroll in action
Discover the platform capabilities that connect your lending operation from application to repayment.
Internal Collaboration
Keep follow-ups, comments, notes, files, and activity records connected to every loan.
Learn moreReady to get started?
Ready to Manage More Clients From One Platform?
Give your team one place to manage clients, configure lending terms, and keep every lending relationship connected.
Request demo