Abstract: The present invention provides a method for loan prospecting that comprises retrieving a telephone number of a potential client from a first database using a client relation management (CRM) module, calling the retrieved telephone number to determine whether the potential client is interested in a financial product using a dialer embedded on a graphical user interface (GUI) of the CRM module, retrieving personal data on the potential client from one or more external databases if the personal data is not available in the first database, displaying the retrieved personal data on the GUI, verifying the potential client's identity using the personal data, obtaining a credit score on the potential client, generating a loan pricing report using one or more pricing engines based on the credit score and the personal data, and displaying the loan pricing report on the GUI.