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Q-Team SolutionsPaid
XRM® Banking®
by E-ConsultingMicrosoft 365Paid
Manage retail, SME, and corporate lending workflows in Microsoft Dynamics 365.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
XRM® Banking® supports lending operations within Microsoft Dynamics 365. The module covers consumer, SME, and corporate finance products, including mortgages, overdrafts, leasing, project finance, and syndicated lending. It records proposed and approved product terms, selects tariffs, and stores loan security information.
Key capabilities
from the Microsoft Marketplace listingLoan product administration
Provides functions for defining and approving new lending products.
Product term records
Stores requested and approved terms for lending products.
Tariff assignment
Automates tariff selection and recording for lending products.
Loan security records
Captures pledges, insurance, and guarantees linked to loan applications.
Retail lending coverage
Includes unsecured loans, card limits, vehicle loans, mortgages, overdrafts, and credit lines.
Corporate finance coverage
Includes term loans, investment loans, syndicated loans, project finance, export operations, interbank lending, and leasing.
Use cases
- A retail banking unit can administer mortgages, vehicle loans, overdrafts, card limits, and unsecured lending products.
- An SME or corporate banking unit can handle leasing, project finance, syndicated lending, export operations, and interbank lending.
Who it's for
Retail, SME, corporate, and front-office banking teams.
In the catalog
18 plugins in Dynamics 365 · Project Management
Price distribution: 1 free, 17 paid
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«XRM® Banking® is a comprehensive branch solution for the banking industry built on the Microsoft Dynamics 365 platform. XRM® Banking® help with optimizing the processes of issuing and maintaining loans, as well as selling all loan products: • Retail business: unsecured loans, card limits, car loans, mortgages …»