Commercial lending, simplified.
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.
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
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.
Schedule a call
Get a live demo
* 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.
Our latest thinking
Commercial lending transformation, part 1
Better experiences start at commercial loan origination
Shift your commercial lending process into a higher gear