Allows loan officers to understand and manage customers’ loans
CBC National Bank, an operating division of Coastal Banking Company, has launched a new mortgage software platform that makes it easier for loan officers to see, understand and manage their customers’ loans.
The software, CBConnex, features real-time loan pricing, locking and guideline matching, on-demand loan status updates, document imaging and seamless integration with credit, automated underwriting, mortgage insurance and document preparation services.
CBConnex is a security-protected system that allows loan officers to transfer loan packages into a work-ready electronic environment to reduce errors and provide quicker, more informed decision-making.
Charles Wagner, senior vice president and co-managing director of wholesale lending division at CBC, said: CBC National Bank prides itself on superior customer service and this innovative technology gives us yet another tool to better serve our clients.
By providing loan officers the live, real-time status and activity of their loans, they will have better knowledge of and control over their business, not to mention a higher level of comfort knowing that their customers are receiving the best support possible.