Loan pipeline (CRM)
Manage your loan pipeline with ease
Zeitro’s Loan Pipeline feature offers a powerful CRM that tracks every stage of the loan process, from lead generation to closing. With an intuitive dashboard, you can monitor loan statuses, borrower profiles, and key tasks, ensuring that nothing slips through the cracks.
Comprehensive dashboard
View the entire loan pipeline at a glance, with real-time updates on loan progress.
Lead and borrower management
Organize borrower data, loan applications, and document submissions in one place.
Task management
Assign tasks, set reminders, and track key milestones to ensure each loan moves smoothly through the process.
Loan status tracking
Instantly check the status of each loan, with detailed views of where each borrower is in the application process.
Zeitro’s Loan Pipeline keeps your entire team organized and on track. By simplifying loan tracking and borrower management, you can ensure that loans are processed efficiently, reducing the chance of delays and improving customer satisfaction.