Hi team:
I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding some fields or perhaps a tab with loan related information. You can keep it simple with information about a clients current loan.
Thank you for listening.
Matt Lewis
Hey LD Lenders,
You can create a lending version of LionDesk by clicking on the link below:
https://www.liondesk.com/loanofficers/
The lending version has lending drip campaigns and transactions!
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