Build your own loan application tracker
Track statuses, manage documents, and share updates in an AI-powered portal built with AI to fit your firm's specific underwriting workflow.
Build exactly what your clients need
Customize a loan application tracker that looks sleek out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Secure document upload portal
Real-time application status
Automated document checklists
AI-powered data extraction
Centralized client communication
Approval & underwriting dashboard
Bring all your application data together
Connect spreadsheets, CRMs, and document systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your financial business.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Let clients upload loan documents from their phone using Softr's PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready. Let clients upload loan documents from their phone using Softr's PWA—no extra design needed.
Automations
Build native automations to handle status notifications, approval updates, and data sync automatically whenever application records change.
User groups
Provide separate logins for applicants and loan officers, and create personalized dashboards for each user to track specific tasks.
Advanced permissions
Apply rules for different user groups. Customize who sees specific loan terms and which files they can download at a granular level.
Security
Protect sensitive financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your loan application tracker in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like automated checklists and digital signatures as your lending process evolves—no rebuild needed.
Flexible as you grow
Start with tracker, then add client portals, dashboards, or internal tools—all in one place with no extra tools.
Generate a custom loan application tracker in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your loan application tracker for free
Describe what you need. Softr's AI builds your tracking system in minutes. Get started free, no dev needed.