Previous

Next

By integrating with leading customer relationship management solutions, including Salesforce, BankPoint provides a seamless process flow between leads, prospects, and credit approval.

This integration between your existing CRM and BankPoint allows lenders to use their existing CRM process and then automatically submit to BankPoint for credit approval and additional tracking.

Once the deal is decisioned, it will be automatically updated in your CRM, ensuring consistency across both systems.

Features include:

  • Real time, bi-directional data integration
  • Synchronized pipeline stages
  • Customizable field mapping
  • Bi-directional hyperlinks

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.