Case Studies

Case Study – Referral Management System

Solution Overview

• The solution is SAAS (Solution as a service) based.
• It is an application for Loan Consultant Companies or DSAs (Direct Selling Agents) of Banks & NBFCs.
• It enables to a DSA to monitor & Track loan applications.
• It enables a movement of an application on a pre-defined workflow.
• Automatic notification to customers on the progress of an application.
• Post disbursement Services
• Manage Document list
• Manage Banks Legal Report
• Generate a professional PDF

Challenges / Business Problem

Build product with features like:

• System should allow to manage contacts/ upload contacts.
• Should enable lead management.
• Should enable task management.
• Auto reminders on pending tasks.
• Monitor lead sources.