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Financial Services Creatio, lending edition


Intelligent product to accelerate lending processes of various types

    Product description

    Financial Services Creatio, lending edition allows automating your loan processing with Creatio’s superior tools for workflow and document management. The solution helps to increase the speed and transparency of your loan provision with end-to-end lending management processes covering the customer journey from a lead to credit committee decision.

    Key features:

    Customer 360° profile

    Provide top-notch customer experience to create an ideal customer journey. Take advantage of all-round customer profiles and flexible segmentation tools, follow the change of customer needs to provide them with top-notch financial services.

    Loan application management

    Utilize customer 360 data and automated loan verification workflows to provide personalized loan terms for each client, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.

    Loan origination

    Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.

    Loan servicing

    Organize the lending process to ensure top-notch customer service, automate customer reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.

    Debt collection

    Automate debt collection processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.


    Have full visibility of loan application data to streamline underwriting processes and empower underwriters with in-depth analytics for approving, postponing, rejecting the application, or changing the final financing terms.

    Approval and verification

    Ensure in-depth verification of loan application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.

    Product catalog management

    Keep a well-organized, up-to-date hierarchy of products and services offered by your bank, regardless of the complexity and size of your product catalog; configure special offers for individual customers, accounts, or markets; set up product bundles and promotions; easily add new products and notify corresponding teams.

    Analytics and reporting tools

    Monitor your business metrics with advanced low-code-driven analytical tools. Use Creatio to evaluate the effectiveness of your process flow, detect and avoid bottlenecks, and boost the efficiency of business processes in retail and corporate banking.

    Financial Services Creatio, lending edition cloud / on-site subscription
    on demand
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the “Basic”, “Business” and “Premium” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Support contacts
    Product compatibility
    Financial Services (lending)
    7.12 and up
    MS SQL
    .NET Framework
    Deployment options
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Leave your feedback about the solution to its developer and Marketplace team

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