Benefit from a Document Management Software for Lenders
Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Unlock Efficiency with Document Management Software for Lenders
In today's fast-paced lending environment, efficient document management is crucial. Our Document Management Software for Lenders streamlines your workflow, saving you time and reducing stress.
Key Features
Centralized document storage enables easy access to loan files.
Secure sharing ensures client confidentiality and compliance.
Version control keeps track of document updates.
Integration with lending systems simplifies data management.
Potential Use Cases and Benefits
Manage loan applications and supporting documents efficiently.
Enhance collaboration among team members with shared access.
Reduce paperwork clutter and improve office organization.
Speed up loan approval processes leading to happier clients.
Ensure compliance with regulations through secure document handling.
With our Document Management Software, you can solve the common challenges of lost documents and delayed approvals. Imagine accessing all your important files from one place and sharing them effortlessly. This solution empowers you to focus on what truly matters—serving your clients and growing your business.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use Document Management Software for Lenders by pdfFiller
Managing contacts and documents doesn't have to be a tedious and inefficient process. With pdfFiller's Document Management Software for Lenders, you no longer need to spend effort and time manually cataloging records by customers and searching for appropriate files. You can conveniently store personal customer records, group them, leave notes, and keep track of records.
Follow the steps below to utilize Document Management Software for Lenders:
01
Log in to your account or make a new one.
02
Go to the CRM in the menu at the top of the web page next to the Documents section.
03
Import your contacts from Google or add a new contact manually.
04
See your Contacts on the left-hand side, create new contact cards, and categorize them into different groups.
05
Click Add contact.
06
Type the customer’s personal data (name, email, contact number, etc.).
07
Complete adding a card with the Save option.
08
Bind documents to the card and leave comments.
09
Group clients by attributes in their cards, for example, by organization.
Use pdfFiller’s CRM to manage your contacts and documents quickly and efficiently.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
Loan software, also known as loan management or lending software, automates and manages the loan lifecycle from origination to servicing, from processing to collections. The scope of loan software includes loan refinancing, restructuring, and disbursement. credit scoring. and account processing.
