Let’s be honest: lending is more than crunching numbers and processing applications. It’s about building trust, discussing business strategy, and getting to know your clients’ goals. But if you’re in the lending business, you know how much time gets sucked into the one part nobody loves—the follow-up. It’s that constant task-mastering, chasing down documents, and sending endless reminders that keeps you from focusing on the rewarding side of your work. What if I told you there’s...
