Your Shop Desk
Personal Loans · Custom Shop Desk CRM

A Custom CRM for Personal Loan Lenders

For lenders and brokers making installment and personal loans. Yours would clear verification faster, get offers signed on the phone and remember the borrowers who paid you back on time.

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A Shop Desk set up the way a personal loans business would run it
A Shop Desk set up the way a personal loans business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Personal Loans Words

Every loan application moves down the same line. We name each stop the way your crew already does.

  1. 01Application
  2. 02Contacted
  3. 03Verification
  4. 04Offer Sent
  5. 05Signed
  6. 06Funded

A loan application on your desk hangs off the borrower.

So the card asks for what you actually need, and nothing a personal loans business would never fill in.

  • Amount requested
  • Purpose of the loan
  • Monthly income
  • Verification documents
  • Offer terms
  • Funding account confirmed
Where it leaks

Where Personal Loans Businesses Lose Work

Applications Stall at Verification

You need an ID, a pay stub and a bank statement. The borrower sends one, forgets the rest, and takes a loan somewhere that asked less.

Offers That Sit Unsigned

The offer went out by email and got buried. A day later the borrower signed with a lender who texted.

Good Borrowers Never Hear Back

Someone paid their loan off on time. Nobody reached out when they might need another, so they started over somewhere new.

What we would build

Fitted to How You Already Work

  • Verification From Their Phone

    The borrower sees what you still need and uploads it from their phone. The file moves the moment the last item lands.

  • Offers Signed From the Phone

    The offer goes to the borrower's own page where they review and sign. You see opened, signed and not yet at a glance.

  • A Paid in Full Book

    Borrowers who paid off stay on the desk with a check in date. You choose if and when to reach out.

  • Consent and Access Set With You

    We set up consent, opt outs and who on your team sees what with you. People who ask you to stop stay stopped.

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Questions

What Personal Loans Owners Ask

Does it decide who gets approved?
No. Your underwriting decides. The desk handles the application, documents, follow up and signing around that decision.
Can borrowers see where their application stands?
Yes. Each borrower gets a page showing what you have, what you still need and where things stand. It cuts down on the what's happening calls.
Will it text people who opted out?
No. Opt outs are honored on the desk, and we set up consent and stop handling with you before anything sends.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Personal Loans Business Runs

We will tell you honestly what a desk fitted to it would take.

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