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Loan Contact Management: CRM Software for Lenders

Manage borrower data, loan records, and documents in one loan servicing CRM. With Nortridge’s customer and loan information files, lenders centralize every detail to streamline servicing and strengthen relationships.

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Loan contact management dashboard showing borrower data centralized in Nortridge loan CRM

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Why Lenders Choose Nortridge Loan Servicing CRM?

Nortridge brings borrower management and loan servicing together in one CRM software. By connecting the Customer Information File (CIF), Loan Information File (LIF), and Borrower Portal, lenders centralize records, strengthen relationships, and maintain a complete audit trail, all in a single borrower management CRM.

Centralized Records

One secure place for borrower, loan, and collateral data. No more scattered files or disconnected systems.

Relationship Management

Link borrowers, co-borrowers, guarantors, and multiple loans together for a full 360° borrower view.

Full Audit Trail

Track every change with timestamps, user IDs, and modification history reports to minimize risk.

Custom Fields & Automation

Use 150+ user-defined fields and scripting to tailor borrower records and automate workflows.

Customer Information File screenshot highlighting borrower records and relationship management in Nortridge loan servicing CRM.

Customer Information File (CIF)

The CIF is a powerful borrower record system that goes beyond traditional loan servicing. Track all borrower and related entity information with flexibility and precision.

✔ Unlimited notes and documents stored in one record

✔ Address validation, NCOA updates, and credit bureau pulls

✔ User-defined fields (150+) for tailored borrower data

✔ Relationship management linking borrowers and co-signers

✔ Full audit trail with modification history reports

Loan Information File view displaying balances, collateral, and payment history in Nortridge CRM software.

<strong><strong>Loan Information File (LIF)</strong></strong>

The LIF centralizes all loan-specific details, from balances to collateral, in one easily accessible system.

✔ Real-time balances, payment history, and interest rates

✔ Electronic filing of all notices and documents

✔ Collateral management with insurance and tax tracking

✔ “Statistics at a Glance” for key loan performance metrics

✔ Modification history for full compliance and transparency

Secure borrower portal interface with payment options and account access in Nortridge loan CRM software.

<strong><strong>Borrower Portal</strong></strong>

Give borrowers direct access to their accounts through Nortridge’s secure online portal, reducing service calls and improving satisfaction.

✔ Borrowers view balances, due dates, and payment history

✔ Secure payments through ACH, card, or cash-based methods

✔ Direct messaging between borrowers and lenders

✔ Self-service reduces workload for your team

✔ 24/7 access improves borrower satisfaction and trust

Our Latest Testimonials

Read the latest from lenders and loan servicers using Nortridge to power their lending operations

There is no other solution that brings the out-of-the-box functionality as well as securing future growth with an extensible platform that is evolving and growing to meet future challenges and opportunities.

Allan Hill

Avid Financial

Flexibility with customizations and making the software fit your business needs. Nortridge Support Staff are always knowledgeable and timely with responses.

Carolyn Smith

Credit Central

Software includes a lot of functionality which, if we can use effectively, makes it replace the need for multiple software programs.

Deborah Temple


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