The CRM Built for Community Bankers
Built specifically for community banks. Track loans, deposits, and relationships in one place — with a borrower portal, document workflows, and workflow automation included. Try free for 30 days, then $20/user/month. No charge for 30 days.
Everything Your Team Needs to Close More Deals
Not a generic CRM with banking modules bolted on. Built from day one for community bank lenders — not enterprise sales.
Loan Pipeline
5-stage drag-and-drop Kanban from Application to Funded. Full activity history, DSCR/LTV underwriting, and document compliance gating at every stage.
Deposit Management
6-stage deposit workflow built in — Prospects through Funded. Track CD rates, money market accounts, maturity dates, and renewal alerts without a separate spreadsheet.
Borrower Portal
Give borrowers a branded self-service portal. They submit applications online, log in to check status, upload documents, and see real-time loan progress — no email chasing required.
Borrower-FacingDocument Request Workflow
Create doc request checklists with instructions. Borrowers upload directly to the portal. Accept or reject with notes. Compliance flags block stage advancement until every doc is approved.
90-day Secure LinksAutomations Engine
Stage-based triggers fire automatically — reminders, checklists, activity notes, and borrower notifications. 9 pre-built rules, all toggleable. No code, no Salesforce Flow complexity.
9 Built-in RulesFollow-ups & Reminders
Create reminders on any loan, deposit, or customer. Filter by Open, Overdue, Due Today, and Upcoming. Snooze with one click. Color-coded rows so nothing falls through the cracks.
Reports & Analytics
Three built-in report types: Performance (MoM/QoQ trends), Pipeline (stage breakdown, conversion rates, time-in-stage), and Relationship (top accounts, activity summaries, relationship value).
Notification Center
Bell icon with unread badge, dropdown feed, and a full notification page. Filter by type. Set preferences to control which events trigger alerts — without leaving your dashboard.
Role-Based Access & Teams
Four roles: Admin, Manager, Loan Officer, Viewer. Branch/team data scoping means your officers see only their assigned records. Audit logs track every login, change, and export.
From Signup to Full Pipeline in 4 Steps
No implementation consultants. No months of setup. Just a banking tool that works out of the box.
Set Up Your Pipeline
Create your organization, invite your team, and configure your loan and deposit stages to match your bank's workflow.
Track Loans & Deposits
Add deals and clients. Drag cards through pipeline stages. Get a 360-degree view of every relationship, balance, and rate.
Automate the Follow-Up
Let the automations engine handle reminders, checklists, and stage alerts. Your team focuses on relationships, not admin.
Invite Your Borrowers
Share a branded portal link. Borrowers apply, upload docs, and track status online — reducing back-and-forth by hours per deal.
A Professional Portal Your Borrowers Will Actually Use
Stop chasing docs over email. Give borrowers a secure online portal where they submit applications, upload documents, and check loan status in real time.
- Public loan application page — borrowers apply without needing an account
- Borrower login with secure session management
- Real-time loan status and stage tracking
- Document upload directly from the portal
- Banker-controlled notes shared selectively with borrowers
Request Docs. Borrowers Upload. You Accept or Reject.
Create document request checklists with instructions for each item. Borrowers upload directly through secure 90-day portal links. You review, accept, or reject with notes — and compliance flags block stage advancement automatically.
- Create doc request checklists with per-document instructions
- Secure upload links valid for 90 days
- Accept or reject with reviewer notes (visible to borrower)
- In-app upload notifications alert your team instantly
- Compliance-required docs block Closing/Funded stage if missing or rejected
Stop Doing by Hand What Software Can Do for You
The automations engine fires stage-based triggers so your team never forgets a checklist, follow-up, or notification. Toggle any rule on or off in seconds — no developers required.
- 9 pre-configured automations for common banking workflows
- Stage-change triggers: reminders, checklists, activity notes, alerts
- Automated borrower notifications when loan status changes
- Overdue reminders for follow-ups and document requests
- Full automation log — see every rule that fired and when
Built for Banking.
Not Bolted On.
Spreadsheets break under growth. Generic CRMs weren't built for lenders. BankerPipeline is purpose-built for commercial and retail banking teams.
| BankerPipeline | Spreadsheets Excel / Google Sheets |
Generic CRM Salesforce / HubSpot |
|
|---|---|---|---|
| Purpose-built loan pipelineStage-based Kanban, Application → Funded | ✓5-stage drag-and-drop | ✕Manual rows, no workflow | ⚠ Custom configMonths of setup required |
| Deposit pipeline management6-stage deposit workflow built in | ✓Prospects → Funded, built-in | ✕Separate spreadsheet, no link | ✕Not banking-specific |
| Borrower portal & online applicationSelf-service portal, real-time status | ✓ Built-in | ✕Not possible | ✕Not available |
| Document request & upload workflowChecklists, accept/reject, compliance gating | ✓Full workflow, stage-gated | ✕Email attachments only | ⚠ Add-on requiredExpensive DocuSign integration |
| Banking automations & workflowsStage reminders, checklists, alerts | ✓9 pre-built, toggleable | ✕Zero automation | ⚠ Expensive to buildSalesforce Flow complexity |
| Reports & analyticsPerformance, pipeline, relationships | ✓3 report types built in | ⚠ Manual pivot tablesError-prone, time consuming | ⚠ Requires configComplex to customize |
| No bloat — built for lendersNo irrelevant marketing or e-commerce features | ✓Every feature is for banking | ✕Raw tool, you build everything | ✕Bloated for sales & marketing |
| Time to go live | Same day | InstantBut breaks within weeks | 6–12 monthsImplementation + training |
Why Bankers Choose BankerPipeline
Enterprise-grade features — borrower portal, document management, workflow automation — at $20/user/month. Not $200K/year.
| BankerPipeline | Deal & Investment Platform |
Enterprise Lending Suite |
Enterprise CRM |
|
|---|---|---|---|---|
| Built for community banks | ✓ | ✕ PE/IB focus |
Partial Enterprise scale |
✕ Generic CRM |
| Borrower portal included | ✓ Built-in | ✕ | Add-on Separate license |
✕ |
| Document request workflow | ✓ Built-in | ✕ | Partial | ✕ |
| Workflow automations | ✓ 9 pre-built | Limited | Complex setup | Developer required |
| Deposit pipeline included | ✓ Built-in | ✕ | ✕ | ✕ |
| Time to go live | Same day | 2–3 years | 2–7 years | 6–12 months |
| Annual cost | $20/user/month | $50K–$150K+ | $100K–$200K+ | $180K–$450K+ |
| Dedicated admin staff required | ✓ None needed | Yes | Yes (80+ hrs/mo) | Yes |
Try free for 30 days. No charge for 30 days.
Full access from day one — no modules to unlock, no hidden fees. After your free month, it's just $20 per user per month. Cancel anytime.
/month
- ✓ Loan Pipeline Management
- ✓ Deposit Pipeline
- ✓ Customer & Relationship Management
- ✓ Activity Logging
- ✓ Reports & Analytics
- ✓ Automations Engine
- ✓ Notification Center
- ✓ Follow-ups & Reminders
- ✓ Borrower Portal
- ✓ Document Request Workflows