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Loan pipeline for finance

Commercial loans from application to funding, with credit review and conditions.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: Loan pipelineInteractive demo · sample data
Inside

What it does

Commercial loans from application to funding, with credit review and conditions.

Tracks
Borrower, Loan type, Amount, Relationship manager, Stage, Target close, Conditions open, Contact email
Flags automatically
  • Close date passed when Target close has passed and Stage is not Funded and Stage is not Declined
  • Conditions outstanding when Conditions open is over 0 and Stage is Closing
  • Funded when Stage is Funded
Actions and automations
  • Send email: Email the contact email.
  • Create a one-page summary: A short Word summary of this borrower for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every borrower for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Use cases

Part of these solutions

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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Loan pipelineBook a walkthrough