The Client Application & Lifecycle Management (CALM) Portal
The power of Loquat at your employees' fingertips.
Track, manage, and gain insights for your
organization via one intuitive portal
Data real time visibility
Configurable workflows
Elite UI/UX client experience
Client management for assigning tasks and applications to employees
Data-driven analytics and reporting for client insights and operational efficiencies
All data is stored in the client's database for maximum security
Data real time visibility
Configurable workflows
Elite UI/UX client experience
Client management for assigning tasks and applications to employees
Data-driven analytics and reporting for client insights and operational efficiencies
All data is stored in the client's database for maximum security
The power of Loquat at your employees' fingertips
The CALM portal is a comprehensive portal that supports all Loquat solutions, providing real-time visibility into business clients' account opening, cards, payments, and lending activities for valuable insights across your organization
CALM Portal offers:
- Intuitive queue management
- Case management
- Customizable reporting for internal and regulatory requirements
- Configurable widget-based dashboard reporting key metrics
- Roles and permissions-based security model
- Built-in technical support with ability to chat or schedule a call with a Loquat representative
- Performance metrics for all deployed components
Any Questions?
our FAQs
The CALM Portal streamlines operations by centralizing all client management activities in one place, eliminating the need to switch between multiple systems. It provides real-time visibility into client activities, enhances decision-making with data-driven insights, increases workforce efficiency, and helps identify sales and marketing opportunities. The portal ultimately helps your financial institution deliver a superior client experience while optimizing internal processes, all while improving employee satisfaction.
The CALM Portal supports all Loquat solutions, providing a unified view of your business clients across account opening, cards, payments, and lending activities. This integrated approach ensures that your team has a complete picture of each client relationship and can manage the entire client lifecycle from a single interface.
Loquat’s Client Application & Lifecycle Management (CALM) Portal provides a comprehensive solution for tracking, managing, and gaining insights throughout the client relationship. The portal helps your team monitor application status, track client communications, manage document requests, facilitate loan servicing, and identify cross-selling opportunities – all from a single intuitive interface.
Yes, the portal’s analytics capabilities help identify potential cross-selling opportunities based on client profiles, behavior patterns, and product usage. The system can highlight clients who may benefit from additional products or services, enabling your team to make timely, relevant offers. This proactive approach helps deepen client relationships and increase wallet share.
The portal supports client retention by providing visibility into client activity patterns, enabling early identification of potential issues or changing needs. It helps your team maintain regular touchpoints with clients, track satisfaction metrics, and respond quickly to service requests. By facilitating proactive relationship management, the CALM Portal helps ensure clients remain engaged and satisfied with your financial institution.
Our platform is designed to be intuitive and user-friendly—for both financial institution employees and applicants—so most users can get up and running quickly with minimal effort. That said, we know every team is different, and we’re here to support you every step of the way.
Training is flexible and can be delivered through live sessions, recorded tutorials, and easy-to-follow documentation—based on what works best for your team. Most importantly, real people are always available to help when you need them.
