Platform: Workflow & Roles
Keep Every Role Clear, Keep Every Loan Moving
Structure your lending team with role-based access and responsibilities, while keeping everyone connected to the same loan workflow.
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One Workflow. Clear Responsibilities.
The Right People, Working on the Right Steps
Crediroll gives every team member a clear role within the lending operation. From processing and underwriting to collections, each person gets the access and responsibilities they need while working from the same platform.
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Role Management
Create and manage roles across your lending team.
Permissions
Control what each team member can access and manage.
Workflow Assignment
Keep applications moving through the right teams.
Branch Assignment
Connect users to the branches they are responsible for.
Access Schedules
Define when team members can access the platform.
Follow-Up Assignment
Assign follow-ups to the right person and keep responsibilities clear.
Access & Team Management
Control How Your Team Works
Manage user information, roles, branch assignments, login schedules, and access settings from one place — giving your organization control without creating separate systems for every team.
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Workflow Responsibilities
Keep Every Application Moving Through the Right Team
Connect each stage of the lending workflow to the people responsible for it. Processing, underwriting, and collections can work within the same application while focusing on their specific responsibilities.
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Role-Based Access
Give Every Team Member the Right Access
Create users with specific roles and permissions based on their responsibilities from corporate administrators to processing, underwriting, and collection teams.
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FAQ
Questions About Workflow & Roles?
What roles can be assigned in Crediroll?
Crediroll supports role-based access for different members of the lending team, including Corporate Admins, Processing Agents, Underwriting Agents, and Collection Agents. Each role can have different permissions and responsibilities based on their part of the lending workflow.
Can different team members have different permissions?
Can lenders control what each team member can access?
Can team members be assigned to specific branches?
Can I control when my team can access the platform?
Explore More Platform Features
See Crediroll in Action
Take a closer look at the tools built to help you manage, verify and collect across your lending operation.
Internal Collaboration
Keep follow-ups, comments, notes, files, and activity records connected to every loan.
Learn moreReady to get started?
Give Your Lending Team a Clearer Way to Work
Structure roles, control access, and keep every lending workflow moving from one connected platform.
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