Loan onboarding overview

Streamline the Loan onboarding experience by offering self-service tools through mobile apps and portals, and enable relationship managers to monitor the loan process. Customers can efficiently apply for and keep track of a loan by easily accessing a mobile app or portal, while the automated pipeline helps them review and validate application information. Relationship managers can monitor the loan process and ensure consistent, reliable customer experiences.

This loan application automation:

  • Enables customers to efficiently apply for and keep track of a loan.
  • Empowers loan officers to manage loan applications with workflow automation.
  • Streamlines customer operations with low- and pro-code development tools to meet specific lending needs.

See also

Loan tracking
Loan onboarding sample portal
Deploy Microsoft Cloud for Financial Services solutions powered by Dynamics 365
What is Microsoft Cloud for Financial Services?