DigiFi Documentation

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Lending CRM

DigiFi's Lending CRM (Customer Relationship Management system) provides a complete solution for managing the end-to-end loan origination process and can be configured for deployment across a range of lending verticals such as consumer, mortgage, small business and commercial.

The CRM's user interfaces provide loan officers and customer service representative the ability to process applications from start to finish, while leveraging a range of automation capabilities to save time and effort. This User Manual is intended for business users of the platform and assumes that the platform has been set up to your organization's needs. For information on setting up the platform, please refer to our Platform Installation and Developer Guide documentation.

What's Next

In the next section, we'll discuss the Lending CRM's entity and data structure.

Entity and Data Structure

Lending CRM

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