STREAMLINE CUSTOMER ENGAGEMENT 

 

 

CATER TO LEADS FROM ALL SOURCES


Enable branch sales team to capture lead data easily, integrate with your company portal or external sites for automated lead creation, allow customers to view offers, check eligibility, enter data, upload documents, and submit applications through our self-service portal. Create leads automatically from social media through our social listing platform. Create leads from incoming SMSs and emails. Upload bulk data. Provide the same level of engagement efficiency irrespective of channels.

 

 

 

DRASTICALLY REDUCE LEAD PROCESSING TIME


Our QDE (Quick Data Entry process) allows you to capture lead information quickly and effectively. The system dedupes the data automatically to ensure that organizational resources are not wasted on duplicate leads. Our rules engine and configurable process monitors ensure that all critical information are captured in the first go.

STREAMLINE LOAN PROCESSING

 

 

IN-BUILT COMPLIANCE CHECK

 

 

A configurable integration platform allows you to integrate with external compliance agencies and databases. Perform an automated credit rating check, AML / Fraud check etc. before engaging further. Reduce chances of loan defaults through proactive validations right at the beginning of the engagement cycle.

 

AUTOMATED UNDERWRITING PROCESS AND ELIGIBILITY CHECK

 

Define Loan Eligibility parameters and business rules for initial go/no-go decisions. Further engagement and underwriting / credit review is streamlined through our automated workflows. Ability to capture and upload all relevant documents / collateral ensures that all relevant documents are available for decision making. The inbuilt collaboration platform ensures immediate information exchange to manage deviations.

 

QUICKER LOAN FINALIZATION AND DISBURSEMENT 

 

 

Our mobile CRM module makes field investigation and verification a breeze. Post approval processes like CAM (credit approval memo) generation, DO (delivery order) generation, DM (disbursement memo) are all managed through the same solution. The system integrates with the loan system of your choice to push relevant details of the approved loan.

STREAMLINE CUSTOMER SERVICE AND COLLECTIONS

 

 

SEAMLESS CUSTOMER ON-BOARDING & SERVICE

 

 Ensure faster KYC checks and smoother on-boarding of customers. Once on-boarded, our customer service management module takes care of all customer queries and complaints across all media of communication. Customized straight -through processes and workflows for different products ensures quicker service resolution, and long-term customer satisfaction.

 

AUTOMATE LOAN RECOVERY WITH COLLECTIONS MANAGEMENT SOLUTIONS

 

Use our collection management solution to automate the loan recovery process. It creates collection requests, groups them together, assigns them to the right team members, and enforces a process of follow-up. Manage escalations and deviations like broken promises, overdue loans, etc. through real-time dashboards and reports. Enable collaboration with the field collection agents through our mobile CRM application.

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OUR HAPPY CUSTOMERS