Loan onboarding overview
Streamline the Loan onboarding experience by offering self-service tools through mobile apps and portals, and enable relationship managers to monitor the loan process. Customers can efficiently apply for and keep track of a loan by easily accessing a mobile app or portal, while the automated pipeline helps them review and validate the application information. Relationship managers can monitor the loan process and ensure consistent, reliable customer experiences.
This loan application automation:
- Enables customers to efficiently apply for and keep track of a loan.
- Empowers loan officers to manage loan applications with workflow automation.
- Streamlines customer operations with low- and pro-code development tools to meet specific lending needs.
See also
Loan onboarding (preview) Loan tracking Loan onboarding sample portal Support Deploy Microsoft Cloud for Financial Services What is Microsoft Cloud for Financial Services?