What we love most is how it gives our agents a centralized home for everything; client details, notes, tasks, follow‑ups, lender information, and access to our internal Mortgage Foundations HUB.
The CRM also enables me to set up automated reminders for important tasks—such as timely portfolio reviews, policy renewals, and investment follow-ups.
Bigin is most simple yet Powerful CRM. I am able to manage all different types of leads, automate workflows, and manage my leads in an effective manner.
Why do you need a CRM for loan processing?
A missing document, a delayed response, or a missed follow-up can hold up a loan application. When applicant details are scattered across spreadsheets, emails, and messages, it’s harder to see what needs attention. Bigin brings applications, documents, and conversations together so your team can track progress and follow up at the right time.
Here's how you can benefit:
- Start instantly with a built-in loan template.
- Manage applicants, loan stages, and documents easily.
- Automate follow-ups, reminders, and stage updates.
- Call, WhatsApp, or email applicants from Bigin.
- Capture inquiries from your website and ads.
- Track approvals, rejections, and disbursements easily.
Every applicant, every document, one CRM
Bigin’s Bank Loan Processing template helps your team organize applicant details, manage documents, and track applications in one place. Need things set up a little differently? Customize the stages and fields to fit your lending process.
Whether you're processing 10 applications a month or 1,000, this template gives you a structured, trackable, automated system from the moment an applicant inquires to the moment the loan is disbursed.
Every application tracked. Every document followed up. Zero applicants lost.
Brimming with every key feature you need
Your AI-powered loan team, built right in
Zia Agent - Reply Assistant
Never miss a loan inquiry. Zia responds to applicant emails 24/7, handling eligibility questions and document requests automatically.
Zia Agent - CrossSell Genie
Loan closed? Zia surfaces your next opportunity, a top-up loan, a refinancing candidate, or a repeat borrower ready for their next product.
AI for emails
Draft loan offer letters, follow up on missing documents, and summarize long applicant threads, all without leaving your pipeline.
MCP for Bigin
Ask AI tools like Claude how many applications are pending this month or which applicants haven't been followed up with, with a simple prompt.
Smart Summaries
Zia summarizes application history, emails, notes, and calls so you always have the full borrower picture.
Bigin's the perfect fit for everyone!
Manage pipelines for home loans, personal loans, and auto loans, all from one system.
Process high volumes of applications with automated workflows and zero manual follow-up.
Stay on top of every applicant, document, and deadline from one organized dashboard.
Track multi-stakeholder loan applications and complex approval chains with ease.
The affordable, feature-rich CRM:
Forever free, with
affordable paid plansCustomizable to
the smallest detailEasy to set up,
easier to usePrivacy-first with
top-notch data security
Do you have a friend or business associate
looking for a CRM?
Bigin comes tailored for a ton of other industries! Take a look!
Have questions?
Here are the answers to some frequently asked questions!
- General
- Bigin
- Features
Yes. The template is free to access and set up. You can get started on Bigin's free plan and upgrade as your lending operations grow.
Not at all. Import your applicant list, set up your loan stages, and you're taking inquiries in under an hour, no technical expertise required.
Yes. Bigin runs on Zoho's infrastructure, which follows strict data security and compliance standards, keeping all applicant and loan data protected.
Yes. Every pipeline stage and field can be renamed, reordered, or removed to match your organization's exact loan workflow.
Spreadsheets are static and prone to errors. Bigin is live, it tracks every applicant interaction, automates follow-ups, sends reminders, and gives you a real-time view of every application in your pipeline.
Yes. Multiple team members can work across shared pipelines, assign tasks, and track ownership on every application, so nothing falls through the cracks as your team grows.
Yes. Create separate pipelines and sub-pipelines for home loans, personal loans, business loans, and more, all within the same account.
Bigin isn't a core banking system, it runs alongside one. Bigin manages the relationship side of lending, applicant communication, follow-ups, document tracking, and pipeline visibility, which a core banking system doesn't handle.
Yes. With Bigin's Forms feature, you can embed lead capture forms on your website, and pull leads directly from Meta, LinkedIn, and Google ads through Bigin's LeadChain integration.
Yes. Trigger reminders when documents are pending, send follow-up messages at set intervals, and automatically move applications to the next stage once conditions are met.
Calls, WhatsApp, email, and virtual meetings via Zoom, Microsoft Teams, and Zoho Meeting, all logged in the relevant applicant's record.
Yes. The Bigin mobile app is available on iOS, Android, iPadOS, and macOS, so loan officers can update applications, log calls, and follow up with applicants from anywhere.
Ready to process more loans with less effort?
Use the Bank Loan Processing template and start managing your applications the way the most efficient lending teams do, with a real CRM behind you.