Contact Profiles
Keep every relationship in view
Maintain borrower, prospect and contact profiles in one place, with the information your team needs to understand each relationship.
CRM & Workflows
Record important information for your loans.
Bring borrower relationships, communications and lending activity together with lending CRM software built around the way your business operates.
Book A Demo of Infuse's CRM software and workflowsKeep the people behind every loan connected.
Bring contacts, borrowers, prospects, relationships and communications together, giving your team a clearer picture of who is connected to what across your lending operation.
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Relationship Mapping
Map the relationships that matter
See how a person or entity relates to different loans, applications and other parties, making complex lending relationships easier to understand.
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Communications
Keep correspondence connected
Manage email correspondence and send reports and statements while keeping customer communication closer to the lending information behind it.
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User Access Accounts
Put the right controls in place
Set granular user access controls around who can view information and perform different functions within the system.
One Connected View
Know who you're dealing with and what they're connected to.
A borrower rarely exists in isolation. Bring the people, entities, loans and applications surrounding each relationship into view, so your team can understand the context without piecing it together manually.
Start with the person
Keep important borrower information together in a central profile.
See who they're connected to
Map associations between contacts, borrowers and other parties within your lending operation.
Understand the wider picture
See the loans and pending applications associated with a contact, including relationships across multiple accounts.
Keep the context close
Keep relevant communications and lending activity connected to the customer relationship.
Less searching. More context.
Give your team a clearer picture of the people and activity behind your loans, with the information and controls they need closer at hand.
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See more than a contact record
Understand the loans, applications and relationships sitting behind each borrower or contact.
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Keep information in one place
Reduce reliance on disconnected records by keeping customer information and lending relationships within the same system.
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Decide who can do what
Use granular access controls to manage which team members can view information or perform particular functions.
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Make the system fit the way you work
Tailor Titanium around your lending operation and workflow requirements rather than forcing your team into a rigid, one-size-fits-all process.
FAQs
More on CRM software and workflows.
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Lending CRM software helps lenders manage the people and relationships surrounding their lending activity. Infuse allows your team to maintain borrower, prospect and contact profiles and see how those contacts relate to loans, applications and other parties within the lending system.
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Rather than treating a borrower as a standalone contact, Titanium's CRM sits within the lending environment. This means your team can see the relationships between contacts, loans and applications alongside the information used to manage those relationships.
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Yes. A contact can be associated with multiple loans, applications and other parties, with those connections mapped within the lending CRM. This gives your team a clearer picture of how each person or entity relates to your lending activity.
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Yes. Infuse supports email correspondence within the CRM and can be used to send reports and statements, helping keep borrower communications closer to the information behind them.
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Yes. Infuse provides granular user access controls, allowing loan managers to determine which team members can see information or perform particular functions within the system.
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Yes. Infuse starts with a core lending platform, then can be configured and tailored during implementation around the specific workflows and requirements of your lending operation.
