Track loan applications
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 | 
Sep 1, 2021 |
Nov 1, 2021 |
Business value
Loan managers engage with multiple applicants who are interested in loans. The current engagement process requires manual data collection during customer interactions, such as in calls, chats, and meetings. In addition, when reviewing new loan applications and looking up the application status, the loan manager needs to understand the full picture of the loan process, which currently requires gathering information from various tools and resources.
Loan application management and tracking offers loan managers a quick view of the loan application details and status. This information helps them to engage with customers more meaningfully and to provide relevant information in these interactions.
Feature details
The application queue allows loan managers to get a quick view of the pipeline, across new applications, in-process applications and an archive of applications that were completed.
Detail sections provide information related to personal, collateral, and financial information relevant to the loan application. A dedicated documents section enables loan managers to review and manage the documents uploaded by the applicant during the loan application process.
Loan application tracking helps you:
- Keep track of applications.
- Validate information provided by applicants.
- Ask for additional information as needed.
- Capture where the applicant is in the flow.
See also
Loan tracking in Microsoft Cloud for Financial Services (docs)