Platform: Workflow & Roles
Keep Every Role Clear, Keep Every Loan Moving
Structure your lending team with role-based access and responsibilities, while keeping everyone connected to the same loan workflow.
Request demoOne Workflow. Clear Responsibilities.
The Right People, Working on the Right Steps
Crediroll gives every team member a clear role within the lending operation. From processing and underwriting to collections, each person gets the access and responsibilities they need while working from the same platform.
Everything You Need to Stay Aligned
Role Management
Create and manage roles across your lending team.
Permissions
Control what each team member can access and manage.
Workflow Assignment
Keep applications moving through the right teams.
Branch Assignment
Connect users to the branches they are responsible for.
Access Schedules
Define when team members can access the platform.
Follow-Up Assignment
Assign follow-ups to the right person and keep responsibilities clear.
Access & Team Management
Control How Your Team Works
Manage user information, roles, branch assignments, login schedules, and access settings from one place — giving your organization control without creating separate systems for every team.
Request demo
Workflow Responsibilities
Keep Every Application Moving Through the Right Team
Connect each stage of the lending workflow to the people responsible for it. Processing, underwriting, and collections can work within the same application while focusing on their specific responsibilities.
Request demo
Role-Based Access
Give Every Team Member the Right Access
Create users with specific roles and permissions based on their responsibilities from corporate administrators to processing, underwriting, and collection teams.
Request demo
FAQ
Questions About Workflow and Roles?
What roles can my team have in Crediroll?
Crediroll lets you assign roles such as Corporate Administrator, Processing Agent, Underwriter, and Collection Agent. Each role has specific responsibilities within the loan process.
Can I define different permissions for each role?
Yes. Configure permissions based on each team member’s responsibilities to control which information, features, and actions they can access within the platform.
Can I assign each loan stage to the responsible team?
Yes. Organize your workflow so each team handles its designated stage, from application processing and credit assessment to collections.
Can I assign team members to specific branches?
Yes. Assign users to the branches they are responsible for to organize access to information and tasks associated with each location.
Can I define my team’s access hours?
Yes. Configure the days and hours each user can access Crediroll based on your operation’s needs and their responsibilities.
Can I assign follow-ups and tasks to specific team members?
Yes. Create follow-ups, assign owners, and set due dates to keep tasks moving, identify outstanding items, and ensure each application progresses.
Explore More Platform Features
See Crediroll in Action
Take a closer look at the tools built to help you manage, verify and collect across your lending operation.
Internal Collaboration
Keep follow-ups, comments, notes, files, and activity records connected to every loan.
Learn moreReady to get started?
Give Your Lending Team a Clearer Way to Work
Structure roles, control access, and keep every lending workflow moving from one connected platform.
Request demo