Platform: Internal Collaboration
Keep Your Lending Team Aligned Across Every Loan
Keep your team aligned with follow-ups, comments, notes, files, and activity records all connected to the application and borrower.
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Better Communication. Faster Loan Decisions
All Your Team’s Work, Connected to the Loan
Keep your team connected around every application with shared context, clear follow-ups, and a complete record of every action.
Request demoEverything You Need to Stay Aligned
Follow-Ups
Create and assign follow-up actions so everyone knows what needs to happen next.
Comments
Communicate with your team directly within the loan and keep conversations connected to the application.
Notes
Add internal notes to capture important information, decisions, and updates.
Files
Keep relevant documents and files accessible to the team from within the loan record.
Activity History
Track what happened, when it happened, and who performed each action.
Team Visibility
Give authorized team members the context they need to understand the status and history of every loan, every action.
Follow-Ups
Keep Every Action Moving Forward
Bring notes, follow-ups, alerts and application activity together so your team can collaborate without losing context.
Create Follow-Ups: Add tasks directly to the relevant loan or application.
Assign Responsibility: Make sure every action has a team member responsible for it.
Track Progress: See what is pending, completed, or still needs attention.
Notes & Comments
Keep Every Conversation Connected to the Loan
Give your team a place to share internal information, comments, and decisions without losing the context of the application.
Add Internal Notes: Record important information, decisions, and updates.
Comment With Context: Communicate directly within the relevant loan or application.
Keep Information Together: Make important conversations accessible to the team when they need them.
An Eye in Every Step Functionality
Know What Happened, When, and Who Did It
Keep a complete record of important actions across every loan application, giving your team visibility into how the application has progressed.
Track Every Action: See important updates and changes made throughout the process.
Know Who Did What: Identify the team member behind each recorded action.
Keep a Complete Record: Preserve the history of the application from one stage to the next.
FAQ
Questions about the Crediroll platform?
What is Crediroll?
Crediroll is an end-to-end payroll lending platform that connects borrowers, employers and lending teams through one centralized system.
What parts of the lending process does Crediroll support?
Can Crediroll support multiple employers?
Can different team members have different permissions?
Can Crediroll manage collections and payments?
Featured Platform | Features Explore | Featured Tools
See Crediroll in action
Take a closer look at the tools built to help you manage, verify and collect across your lending operation.
Automated Collection
Track installments, payments and balances while keeping your collection operation organized.
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Automated Identity Verification
Verify borrower identities and documents with automated checks built into your workflow.
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Review Faster. Lend With Greater Confidence.
Bring your lending team together with collaboration tools built directly into every loan.
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