Loanable CRM

For brokers

The CRM for your deal desklender stackpartner bookclient portal

One system for a funding company. Deals, the lenders you add, and the people who send you files. Your name and logo. Your marketing site stays on your domain.

Book a demo

The desk

The CRM behind your brokerage.

The same product for every company. Accounts start empty of anyone else’s lenders, clients, and partners.

Package a file, grade it, and send it. Loanable is one send channel, not a lender you edit.

  • Lender submissionsSend a packaged file to a lender you added, including the internal email path.
  • ScorecardsProducts are listed by name. Thresholds start blank until you write the rule.
  • Deal matchingMatching grades a file against the rules on that account.
  • Send to LoanableThe offer that comes back is the offer Loanable is making to your company.

Partner, lender, and client portals stay on this host. The layout is shared. The name and logo are yours.

  • Partner portalReferral partners work their book from the shared partner portal.
  • Lender portalLenders you add see the files you send them.
  • Client portalApplicants come back here for status and document requests.

A new company is an account, a name, a logo, and the marketing site we design for their domain.

  • Name and logoThere is no separate color theme. The screens show the company name and logo.
  • Email and textMessages use the company name. Sending stays on Loanable’s domain.
  • Their websiteIt can start and continue an application. Status stays on this CRM.

What stays the same

One product. Their company on it.

One desk

Lender submissions, scorecards, deal matching, and a path to Loanable. Same screens for every account.

Their lenders

They add their own lender stack. Nothing is copied from another company’s roster.

Their name

Portals and messages use the company name and logo. No per-company color theme.

Their site

Borrower marketing lives on their domain and talks to this CRM. This host is the back office.

Built for a brokerage.

Book a demo
Deal desk

Submissions, scorecards, and matching.

Three portals

Partners, lenders, and clients.

Your brand

Name, logo, and their own site.

Every file. One CRM.

See the desk, the portals, and how a company’s site connects.

Book a demo