LionDesk V2 CRM Ideas Portal

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Option for Lenders

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

  • Guest
  • Jul 30 2019
  • Already exists
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  • Admin
    Steven Lopez commented
    23 Apr, 2020 06:22pm

    Hey LD Lenders,

    You can create a lending version of LionDesk by clicking on the link below:

    The lending version has lending drip campaigns and transactions!

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