Astech | Sage CRM Development Partner
Loan management software
built on Sage CRM
AstechLMS extends Sage CRM from lead and customer onboarding through facility management, servicing and collections. Applications, communications, documents, tasks and loan activity remain connected to one customer relationship, with Sage 300 posting for the financial layer.
One connected record
Customer record
Leads, people and relationships
Workflow
Applications, tasks and approvals
Lending
Facilities, accounts and servicing
Financials
Configured Sage 300 posting
A connected flow of customer, loan & financial data
Why it matters
The customer relationship and lending record stay connected
Lenders need more than a contact database. Each customer can have applications, facilities, related parties, documents, communications, repayments and collection activity that must remain visible to authorised teams.
AstechLMS uses Sage CRM as the relationship and workflow layer, then adds the lending functions required to manage the account through its lifecycle.
Capabilities
How AstechLMS extends Sage CRM for lending
Connected customer and facility view
Link applications, facilities, loan accounts, documents and interactions to the customer profile. Users can review relationship and lending activity without moving between unrelated records.
Logged communications and account activity
Record calls, emails, follow-ups and collection conversations against the customer and account. The history supports customer service, operational review and dispute investigation.
Configurable lending workflows
Route applications, approvals, collection tasks and exceptions through defined workflow stages. Business rules can assign work, request information and escalate overdue actions.
Configurable forms and data fields
Capture the information required by each product, customer type, approval process and report through configured fields, screens and records.
Documents, tasks and user roles
Store generated and supporting documents, assign tasks and control record access by role. Detailed audit trails retain a history of user activity.
Connections to Sage 300 and other systems
Pass approved financial entries to Sage 300 and connect selected third-party services through the integration methods defined for the project.
Architecture
How Sage CRM, AstechLMS and Sage 300 work together
Sage CRM
Relationship & workflow layer
AstechLMS
Core lending & servicing layer
Sage 300
Financial accounting layer
Existing Sage CRM users
Add lending to the Sage CRM environment you already use
An organisation with an established Sage CRM environment can extend its current customer records, users and workflows with AstechLMS functions. This can reduce the need for a separate relationship system and support a phased move into the broader lending suite.
Protect the current CRM investment
Build on the customer and user environment already in use, subject to technical review and the approved solution design.
Keep familiar working patterns
Users work within the Sage CRM interface and workflow structure, with lending records and processes added for their roles.
Add scope in planned stages
Start with agreed loan-management functions, then add further products, integrations or reporting through controlled project phases.
FAQs
Frequently asked questions
AstechLMS is Astech’s proprietary loan management platform built on Sage CRM. It can extend an existing Sage CRM environment or form part of a broader connected AstechLMS implementation.
Potentially, yes. Astech first reviews the current data model, customisations, version, user structure and data quality before confirming the migration or extension plan.
Configured workflow can support application processing, approvals, document tasks, collections, escalations and other controlled business processes.
AstechLMS creates General Ledger journals from configured loan transaction types and sends them through the approved web-services integration.
Yes. REST API and third-party integration capability can connect approved systems within the agreed architecture.
Extend Sage CRM across the lending lifecycle
See how customer relationships, loan workflows and account servicing can work in one connected environment.