A Lending CRM Software helps businesses in managing, disbursing, and tracking loans. It includes tools to manage different lending processes such as loan sales, debt recovery, and collections. The CRM captures all information from borrowers when they make an enquiry from different sources and presents the information to the business staff and salespersons for the next steps.
CentraHub’s Lending CRM Software simplifies the complex process of lending with straightforward tools such as user-friendly application forms that capture complete information related to enquiry and assigns them to the relevant personnel for the next steps. Users could automate the initial screening by defining a set of parameters. These parameters could be included in the enquiry form or could be a part of the next stage of screening, discouraging non-serious borrowers and low-quality form-fills.
The CRM could be integrated with a host of third-party applications to capture enquiries, such as emails, telephony, website landing pages, and more. It includes features for end-to-end loan application management features for a hassle-free experience and seamless workflows. By using the software, businesses could improve the efficiency of pre-screening and underwriting teams and direct their bandwidth towards important tasks instead of redundant activities.
The Landing CRM Software is also equipped with collection management options for debt recovery, using which users can track pending collections, follow up with defaulters, and forecast debt recovery volume for faster collections. Borrowers could be categorized in different segments and categories so that each of them could be assigned a different follow-up strategy. The CRM also builds profiles of each borrower with a 360-degree view of all their activities, interactions, and status of pending loans, etc.
Business owners could also use advanced analytics to measure the overall business performance and gauge the efficiency of lending and collecting activities.
Grow their businesses with us.
The Centra CRM software has given us a centralized view on your business and control everything we do.
It is not a difficult system to learn. The quality of training that was provided for staff at head office was good and they now enjoying on the system.
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