Track Loan Applications
& Manage Workflow
Ideal App for Loan Consultants / DSAs (Direct Selling Agents) to monitor & track all the loan applications. Assign loan stages (Application / Sanction / Disbursement) to the teams. Be in touch with your client even after the loan is disbursed.
Questions
- Is it difficult to track who is working on which loan application?
- Do you want to remove any communication gap between your staff from Application to Sanction to Disbursement?
- Is it difficult to know the cause of delay whether Customer or Internal Staff or Internal Process?
- Want to find the status of any loan application with one click?
- Want to automatically notify the customer on the progress of their loan application?
Schedule a demo now.
Your Customers will never forget you
Value Added Features
- Monitor, Track Workflow & Applications across stages
- Pre-defined Workflow Pipeline – Login – Sanction – Disbursement
- Daily follow up entry & reporting
- Manage Source Types & Contacts
- Multi-user Multi-branch operations with role-based access control
- Stage-wise Progress Customer Notifications
- Get instant stage-wise report
- Get all the data into one professional PDF
- Intelligent Dashboard & Role Based Reporting
- Post Disbursement Services
- Notify Customers about EMI Reminders
- Automated emails for Customer Feedback, Customer Testimonial, Customer Reference, and Birthdays & Anniversaries
- Analyse Team Performance
Remain Connected with Customers Even After Disbursement
What client say about LMS?
CEO, ACE Consultancy (India)
No Communication Gap Between Your Team
POPULAR
BASIC
6000/mo
| 3 User | |
| 1 Branch | |
| Automail-Birthday | |
| Automail-Anniversary | |
| Automail-Loan Realated | |
| Automail-Others | |
| Reference Details | |
| CA,Broker,Builder,Sellers Details | |
| Universal Search | |
| Sanction & Valuation Conditions | |
| MCLR | |
| TO DO List | |
| Followup in Source | |
| Report(BranchWise) | |
| Report(SourceWise) |
PRO
12000/mo
| 5 User | |
| 5 Branch | |
| Automail-Birthday | |
| Automail-Anniversary | |
| Automail-Loan Realated | |
| Automail-Others | |
| Reference Details | |
| CA,Broker,Builder,Sellers Details | |
| Universal Search | |
| Sanction & Valuation Conditions | |
| MCLR | |
| TO DO List | |
| Followup in Source | |
| Report(BranchWise) | |
| Report(SourceWise) |
PREMIUM
18000/mo
| 100 User | |
| 20 Branch | |
| Automail-Birthday | |
| Automail-Anniversary | |
| Automail-Loan Realated | |
| Automail-Others | |
| Reference Details | |
| CA,Broker,Builder,Sellers Details | |
| Universal Search | |
| Sanction & Valuation Conditions | |
| MCLR | |
| TO DO List | |
| Followup in Source | |
| Report(BranchWise) | |
| Report(SourceWise) |
Get Repeat Business from your Customers
FAQs
Do I have to install the application?
No. The application is ready to use from the web link, it is not required to be installed?
Do I have to pay hosting charges?
No. The application is hosted on our private server and there are no hosting charges applied.
Do I have to pay AMC / Maintenance charges?
No. You do not have to pay any maintenance charges.
I have multiple branches, is it possible to use the application across the branches?
Yes. It is very much possible. Multiple users from multiple branches will be able to access the application.
Is the customer notified on the progress of the loan application?
Yes. The customer will be automatically notified on Sanction, Disbursement, EMI Reminders
What type of automatic emails sent by the system?
The system will automatically ask the Feedback, ask the Testimonial and Referrals. Not only that, the system will also send Birthdays & Anniversaries wishes automatically.
Can I update the Bank’s Legal Report in this system?
Yes. There is a facility to add legal report information and also the same will be exported to PDF along with entire application data.
Want more information?
Please write to us as sales@thinkinno.com
