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.

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.

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.

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.