Looking for an LOS with Full CRM Integration

Seeking Advice
1

Good evening…

I’m using Arive right now, and while it has its own built-in CRM, it’s missing a lot of the features I really need. I’m wondering if there’s a loan origination system (LOS) out there that has full integration, so I can create loans and update any fields in a loan file right from the CRM.
At the moment, I’m trying to get data back to the CRM from Arive to nurture leads for future purchases, but it’s pretty tedious.
I’d be interested in switching to a different LOS if it integrates better with my CRM. If you have any recommendations or experiences with systems that work well together, I’d really appreciate it!

Best wishes…

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By sharing consumer data, both systems can minimize errors and data entry. More individualized service is made possible by a unified perspective of customer interactions.

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Time can be saved by automating processes like communication and data transfer.: Underwriting and risk assessment are aided by having access to thorough consumer data.

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  • Ensure the LOS can seamlessly integrate with your existing CRM or offers native integration options. :unamused: Verify that data is updated in real-time between systems, preventing inconsistencies.
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  • Look for features that automate repetitive tasks, such as document generation or status updates. The LOS should provide robust reporting capabilities to track key performance indicators.
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provides a selection o :unamused:f LOS products that can be integrated with different CRMs.A cloud-based LOS platform with integrated CRM capabilities is called Floify.