The CRM, in your words
Choosing the Banking preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Banking preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Link applicant, co-applicant, and guarantor to one deal so your team sees the full picture in one place.
Every new application is routed to an owner automatically and arrives with its first follow-up task already on someone's list.
Separate branch, referral, and online sources to see what's actually funding.
What ships with the Banking & lending pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Loan
- Account
Deal pipeline
- inquiry
- application
- underwriting
- approved
- funded
- declined
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Banking & lending questions, answered.
Yes — GENECRM ships a Banking preset that relabels contacts, stages, and the pipeline to Banking & lending vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Banking seeds the contact kinds your world uses — Customer, Prospect, Business, Guarantor — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move New → Qualifying → Application → Approved → Declined, and once qualified they run as opportunities through Inquiry → Application → Underwriting → Approved → Funded. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.