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Demo: How to Manage Your Loan Pipeline with CRM Software

Thursday, April 25, 2019
2:00 PM

Presenter: Collier Wright

Inefficient lending processes coupled with a disconnect between departments can make it hard to retain consistency and accountability needed to stay ahead. However, the right customer relationship software can save lenders the time needed to build better relationships and become more efficient by avoiding spreadsheets, email logs, and other notes. Join us for a demonstration of Sageworks Relationship Manager, a CRM built hand-in-hand with financial institutions. The software gives a complete 360-degree view of relationships and is fully integrated with the entire lending process, allowing for time-savings and several other benefits.

You Will See:

  • Effective loan pipeline tracking
  • Creative dashboard and reporting capabilities
  • How the lending process seamlessly integrates through a CRM
  • Unique benefits for both lenders, management and borrowers

About the Presenter
Collier Wright

Collier Wright is a Solutions Consultant for Abrigo, where he works closely with financial institutions to implement cloud-based lending products, advise on process improvement and educate banks and credit unions on how to leverage technologies to enhance traditional workflows. Prior to joining the consultant team, Collier served as a Product Manager at Abrigo, focusing on improving customers’ experiences using our credit risk products. Collier earned his bachelor’s degree in history from Slippery Rock University of Pennsylvania.