Platform: Loan Application

Everything Your Team Needs. On Every Loan.

Give your lending team one connected workspace to review applications, track progress, access loan information, and take action at every stage of the process.

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Loan application workspace on laptop with application pipeline and loan application creation form

The Loan Workspace

Everything About the Loan. Centralized in One Place.

From the first review to an active loan, Crediroll keeps the information, documents, activity, and actions your team needs connected to the same loan record.

Your team can review client information, check due diligence results, follow the application pipeline, manage agreements, review payments, and take operational actions all from one place.

Loan details with client data, due diligence, loan details, documents and payments panels

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Everything You Need Built Around The Loan Record

Advanced Search

Find applications and loans quickly using the information that matters to your team.

Loan Pipeline

See where every application is in the process and what stage comes next.

Client & Loan Data

Keep borrower information, employment details, collateral, documents, and loan terms accessible from one view.

Notifications & Follow-Ups

Send notifications and create follow-ups directly from the application.

Loan History & Notes

Keep previous activity, agreements, notes, and relevant loan history connected to the record.

Role-Based Actions

Show each team member the actions and information relevant to their responsibilities.

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Search & Visibility

Find the Right Loan, See the Full Picture

As a lender's portfolio grows, operational visibility becomes just as important as processing speed. Crediroll gives your team powerful search and a centralized loan view, so they can quickly locate an application and see the information needed to act on it. Search across relevant loan and client information, then move directly into the application record.

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Advanced search with employer, branch, status and applicant filters in Crediroll

Custom & Additional Status

Keep Your Workflow, Add the Status You Need

Not every loan follows the standard path. Create custom and additional statuses to capture exceptions, recurring situations, and operational conditions as they happen. Your team keeps working within the same loan pipeline while having the flexibility to reflect what's actually happening with each application.

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Loan custom statuses with create custom status and additional status panels

Actions at Every Stage

Move the Loan Forward Without Leaving the Record

Depending on their role and permissions, team members can send agreements for signature, create the loan in the core, use Loan Express to accelerate eligible applications, manage payment plans, send notifications, add follow-ups, access loan history, or move a loan to write-off. Everything stays connected to the same application.

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Loan application pipeline with actions for underwriter in Crediroll

FAQ

Questions About Loan Application Management?

Can different team members access the same loan?

Yes. Crediroll keeps the loan record centralized while role-based permissions determine which information and actions are available to each team member.