Always be on top of the details – even at lunch
You’re visiting a potential borrower over lunch to continue building your relationship. While chatting, CT Mobile allows you to see if there are any outstanding documents or information that the borrower needs to provide in order to move their application along in the approval process.
Efficiently enter call reports by speaking or typing
You’re visiting an existing borrower who may need a new loan to purchase equipment. Using CT Mobile, you can enter the opportunity into Credit Track along with your call notes by typing or speaking.
Shorten your loan approval cycle
You’re performing a site survey for one of your best clients who is looking for a quick decision on a commercial real estate loan. While at the site, you take a dozen pictures on your phone as background material for the loan package. Instead of waiting until you get back to the office later today or tomorrow, you can upload the pictures straight into their Credit File for the rest of the team to view. While you’re at it, you can grab the additional documentation that you’re missing, upload it, and alert your team that they can continue their analysis.
Improve customer service
You’re traveling to an important meeting and need to approve loans in order to keep the bank’s commitments to it’s clients. Using CT Mobile you can view any loan package in your workflow queue and approve it, approve it conditionally, or send it back to the originator for rework.
Congratulations, your deal is approved!
CT Mobile helps you take your customer service to the next level. Be more responsive with real-time information and status no matter where you are.
Up to the minute deal status, share and discuss financial analysis, check on covenant status, review and approve deals as soon as due diligence has been completed.
Be on top of every detail in your office, in a meeting with your client or when you’re working from home.
CT Mobile helps you take your customer service to the next level. Be more responsive with real-time information and status no matter where you are.
Up to the minute deal status, share and discuss financial analysis, check on covenant status, review and approve deals as soon as due diligence has been completed.
Be on top of every detail in your office, in a meeting with your client or when you’re working from home.
A fully integrated extension of the Credit Track system, providing you with quick, easy access to all the functionality and data you need to have meaningful conversations and make decisions when you are away from the office.
Build deeper relationships and close deals faster by always being on top of the details and status of the approval process. You’ll never again have to ask “where’s my deal?”.