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Pipeline, a System
You'll Actually Enjoy Using

Lendio Pipeline™ delivers automated business loan production solutions that works the way you do.

How We Help

Lendio Pipeline works with you,
not against you.

Are you tired of having to fight against mountains of manilla folders or a CRM system built for someone else? Lendio Pipeline is built specifically for the business lending department. We work with loan specialist across the country to develop workflows that fit naturally with the way you work.

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Are you using spreadsheets or manilla folders to track your deal progress and documentation?

Learn MoreLearn more

You are juggling hundreds of balls at a time and letting one drop could mean a lost deal. Lendio Pipeline tracks every deal from initial contact to close. Lendio Pipeline doesn’t drastically change how you work today, but takes you to the next level with automated alerts and notifications so you never miss a step. What’s next? You’ll never need to ask that again, because you’ll know.

Lendio Pipeline for the Loan Specialist

Increase Volume: <br>Your Pipeline

Increase Volume:
Your Pipeline

 

Lendio Pipeline provides an overview of  your entire pipeline. You can monitor all the deals currently in process, what status they are in, conversion rate and the deal sizes. See where your best opportunities lie and what you need to do to get them to the next step.

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Improve Effectiveness: Deal Status

Improve Effectiveness: Deal Status

 

Lendio Pipeline gives you visibility into every deal and their status. Know how many deals are in each status and quickly identify what you need to do next. Keep an eye on every qualified opportunity.

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Prove Efficiency: <br>Deal Folder

Prove Efficiency:
Deal Folder

Lendio Pipeline allows you to store all of the deal information in one place. From contact information to documents and deal structure you can see everything, eliminating the need to track down files, and the leaning tower of manilla folders on your desk.

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How can technology improve your relationships?

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Let's face it -- we are all humans and as much as we may try we are going to forget something whether it is a task or a date. Lendio Pipeline stores all the information you need to get your job done one place then reminds you of the next steps, so you're moving the ball up field, not dropping it.

Success Stories

quote

Lendio is proving to be a very useful tool to help our loan officers keep track of all their interactions with our small business loan customers. We haven’t been using Lendio very long, but our loan officers like it and feel like it will help them further develop their portfolio of small business loans. It’s nice to see our lenders ditching the legal pads and leveraging the right technology to better manage their client relationships.

Jarod Phillips
Bank of Idaho, Director of Market Development

quote

Lendio is a great tool for managing workflow and optimizing the efficiency of our origination team. But what really sets it apart is how seamlessly it integrates into our existing process and allows us to make our first contact with potential small business loan customers within moments after hitting ‘submit.’ I expect this software to help us better manage the process from lead to funding as we continue to focus on technology-driven account origination.

Jer Wood
California Business Bank, Senior Vice President

quote

The Lendio Pipeline system is a state-of-the-art sales management tool. If anyone is looking for a sales management tool that is easy and flows, this is the one. As a sales leader for over 20 years I can not believe this product. Trust me get the Lendio Pipeline system. It will be organization changing.

John Wilkening
First National Bank of Illinois, Senior Vice President

quote

Lendio Pipeline for the Loan Specialist is much better than what I'm using today.

Brandon Sadler
Wells Fargo, SBA Business Development Officer

quote

Lendio Pipeline for the Loan Specialist a new loan CRM, tracks business loan deals from lead to close. They shined at the ABA's financial technology showcase.

Phillip Ryan
Bank Innovation

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