CRM integration

Connect your CRM directly to Blend’s Digital Lending Platform for next-level lifecycle management.

What does an integrated customer relationship experience look like?

    • Keep track of your customers. Manage your relationships.
    • Provide a simpler, faster, and safer lending experience.
    • Unify your customer relationship across lending products.

Prepare for a revolutionary workflow

Undertake prospecting campaigns

Campaigns that convert. Maximize your marketing efforts by driving traffic to online applications designed to delight.

Pre-fill applications

Increase conversion rates – and minimize consumer frustration – by pre-filling applications using data from your CRM. The easier your application is to complete, the less likely consumers will be to shop around for other options.

Recapture abandoned applications

Plug the leaks in your funnel. Retarget consumers from your CRM who failed to complete their applications. Every saved application means more business for your team.

Optimize live conversations

Whether you’re talking with applicants in a branch or over the phone, use your CRM to help identify the product that best fits their needs. Blend’s Digital Lending Platform is designed to support interactions wherever they happen.

An ever-growing list of CRM partners

    • Salesforce
    • Total Expert
    • Usherpa

Don’t see your CRM? Don’t fret! Blend’s APIs can be used to build custom integrations. Get in touch, and we’ll connect you with one of our top-tier systems integration partners.

Together we can ensure your CRM communicates fluently with your new Blend platform.

Don’t see your CRM? Don’t fret! Blend’s APIs can be used to build custom integrations. Get in touch with our team.