Build your own loan application tracker, no code required
Monitor applications, streamline approvals, and enhance client service with a customizable tool tailored to your financial institution.
Customize your loan tracker to your needs
Easily set up a loan application tracker that fits your workflow today. Add or update features as your process changes—no code required.
Submit loan applications
Application status tracking
Document upload & management
Task assignment & review
Automated email notifications
Reporting & analytics dashboard
Unify your loan application data in real time
Connect spreadsheets, CRMs, and loan management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your applications.
Custom access for every team. Built-in security, no dev time.
Enable your team to securely track, review, and update loan applications. Set up tailored access and permissions for each role—no IT support needed.
Advanced permissions
Give loan officers, reviewers, and admins tailored access and dashboards, so each role sees only what they need.
User groups
Give loan officers, reviewers, and admins tailored access and dashboards, so each role sees only what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate status updates, reminders, and approval workflows.
Works on any device
Access and update your loan tracker tool on any device. All apps are mobile-ready by default.
Easy, secure logins
Use Google, email, or SSO logins to provide your team with easy, secure access—no IT setup required.
Security
Keep sensitive application data safe with SOC2 and GDPR compliance, plus detailed access controls at every step.
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Give finance teams an AI helper
Finance teams can ask AI about loan statuses or documents and get quick answers, right inside your internal tracker app.
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
Launch your loan application tracker in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like automated reviews or approval workflows as your loan processes evolve—no rebuild needed.
Flexible as you grow
Track applications, manage client info, and handle approvals—all in one place, no extra tools required.
Build a fully custom loan application tracker in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your loan application tracker today