Crowe Lending Workflow Manager
Our solution can help you bring more simplicity, flexibility, and transparency to your commercial lending process.
Commercial lending is more than spreadsheets and information chasing
Commercial lenders strive to build trust and loyalty with their borrowers. But manual inefficiencies and complicated systems can create frustrating gaps in communication and service.
Crowe Lending Workflow Manager provides a simple, intuitive, and more secure foundation for lenders to conduct business. Rather than focusing on keying and rekeying information into multiple systems, your commercial lending team can spend more time on closing deals and less time and stress on processing.
What is Crowe Lending Workflow Manager?
Crowe Lending Workflow Manager, built on the Microsoft Dynamics 365™ platform, centralizes and automates fundamental parts of the commercial lending process. Lenders can more easily take care of day-to-day business, keep their borrowers on the same page, and forge stronger lending relationships.
Simplify financial statement collection
Uploaded documents are automatically stored, organized, and easily accessible, which means no more digging through emails.
Align colleagues and borrowers with a transparent process
Automated notifications are sent to the right people throughout the commercial loan process so what’s needed next is clear for everyone involved.
Keep information accessible and secure
A secure online portal keeps all documents in one place and allows lenders to more easily connect with borrowers.
Get an organizational AI boost
The latest in AI technology can help read documents and summarize financial statements.
See Crowe Lending Workflow Manager in action
Our specialists can provide a live demo of Crowe Lending Workflow Manager to show how its benefits apply to the commercial lending process from start to finish. Here’s what you can expect.
We don’t just implement commercial lending software and leave you to figure it out. We work with you to transform your lending process so you can realize the full value of every solution.
Work with us
We can help you overcome legacy systems and outdated approaches that hold your commercial lending program back.
Reach out to one of our specialists to schedule a consultation. We’ll be happy to discuss your team’s current challenges, arrange a demo, and discuss ways to move your commercial lending forward.
Let’s talk
We'd be happy to learn about your needs and provide a live demo for your team.
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