Lendio Pipeline™ delivers automated business loan production solutions that works the way you do.
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.
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 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.
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.
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.
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.
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.
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.
Lendio Pipeline for the Loan Specialist is much better than what I'm using today.
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.