Relationship Manager

Learn more about Relationship Manager

How it helps

For Lenders

  • View the entire contact database in one place
  • See what other products customers have with the institution to identify potential cross sale opportunities
  • View relationships between different borrowers
  • Log activities and opportunities to keep track of progress with borrowers
  • Receive notifications when activities are due

For Management

  • View the entire contact database in one place
  • Report on daily activities taken performed by the lending staff
  • Quickly see open pipeline along with probability of closing and close dates
  • Identify business development trends for the institution
  • Configure Relationship Manager to use opportunity stages defined by the institution