Lending CRM is a combination of a CRM and LoS for the lending industry. It helps financial institutions efficiently manage loan applications, customer follow-up, and profiles.
Features
Lead Profiling
Store, filter, and categorize leads by the entire customer and requirement details in one place.
Follow-ups Scheduling
Never miss an appointment or call with a customer by scheduling follow-up within the CRM.
Document Management
Upload and store KYC, banking and other required customer documents for every lead.
Bank Login
Add and track file in bank from login to approval and disbursement for every lead.
Bank Queries
Manage and fulfill queries and pendency raised by bank.
Automatic Reminders
Stay updated with automatic email reminders from system for follow-ups and lead updates.
Lead Timeline
Watch every lead’s progress and activities from start to end in nicely a pretty timeline.
Client Management
Further, nurture clients after disbursement for prospective cross-sales opportunities.
Email Integration
Email integration lead updates, document collection, and notifications.
Screenshots
Lending CRM is built with an aim of simplifying loan application processing.
- The CRM manages to automate routine tasks like customer follow-ups for documentation completion.
Seamless integrations with credit rating agencies like CRIF and Equifax makes it easier to verify customers and get a credit score. - Detailed customer profiling helps maintain data points like credit history, property details, and important dates like birthdays, anniversaries, etc.
- Smart algorithms use profile data to evaluate eligibility for various products, send intelligent notifications on important dates.