Bewertet am 5.2.2018
Its a CRM that all banks can benefit from. It is a very robust tool, that can be intimidating .
Kommentare: The ability to track loans from beginning to end is extremely helpful. The spreading tool could be more user friendly.
Vorteile: The ability to capture the entire loan process, from origination through closing. The customer support is very helpful as well.
Nachteile: It is a very robust CRM, that takes a lot of training and practice to become efficient at. The old interface was frustrating; however the new interface is more user friendly. nCino needs to move all of their products to the new interface.