Single point of all information about the customer (consumer or business), investor (consumer or business) and fundraiser.
Register customer's information from loan application form and third party data vendors (additional system modules required).
Applications & history
Browse existing and historic loan applications and loans, view reasoning for denied loans.
Store files related to customer and loan application e.g. ID document copies, bank statements, credit bureau reports.
Directly in customer card send custom SMS or generate a message from a template containing customer and loan information. View all sent and received SMS with the customer.
Directly in customercard send custom email or generate a message from a template containing customer and loan information. View all sent emails to the customer.
Make calls directly in the customer card. All conversations may be downloaded and stored in customer card for quality and compliance purposes.
Notes and tasks
Create notes and tasks related to customer or loan.
All activities and changes in customer and loan information are recorded in log files for quality and compliance purposes.
Create and assign customer labels, filter for further workflows and automations.
Create a black list of customers that are auto-denied during loan application.
Store limited information about the customers that used their right-to-be-forgotten under your legitimate business purpose.
Loan approval staging
Define multi-level loan approval process, combine automations with manual interactions such as credit committees approval.
Create document templates such as agreements, consent forms and invoices containing placeholders of customer and loan data.
Create email and SMS templates for payment reminders, loan offers and similar containing placeholders of customer and loan data.
Set triggers to automated communication with customers.
Filter customer and loan information to create recipient lists for SMS and emails.
Overview tasks assigned to users, resolve the done tasks e.g. in customer support, debt collection.
Affiliate network management
Manage affiliate networks and tracking links, generate statistics, resell denied leads (additional system modules required).
Manage connections with brokers, generate statistics, resell denied leads (additional system modules required).
Register merchants and other partners via whom you distribute your services.
Users and permissions
Create users and set permissions to view, edit and delete customer and loan information. Enable 2FA, IP address whitelisting, custom CRM language. Access user log files.
Translate, rename field names used in the CRM module.