Collaboration Manager for Loans
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
May 1, 2021 |
Nov 1, 2021 |
Business value
Collaboration Manager for Loans is a Microsoft Teams app in Cloud for Financial Services that powers automation of loan applications, internal collaboration among loan teams, and external communication with customers. Drive automation and internal collaboration with Teams to accelerate lending cycles and enhance customer experience.
Feature details
Collaboration Manager for Loans includes:
Dashboard: See an overview of all loan applications and how your team is progressing them through different workflow stages.
Meetings and customer appointments: Seamlessly schedule internal meetings and customer appointments.
Loan application stage tracker: A business process flow to track the stage of application from origination to closure.
Tasks: Create, manage, and assign tasks to team members and keep track of all actions that need to be taken in relation to individual loan applications.
Chats: Send messages and files to team members and customers while collaborating on a loan.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- United States
- United Kingdom