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Via End-user Web portal
Brand the end-user portal to your business
Build the dynamic loan application form on your own and customize the application process
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Via API Integration to your existing website
Want to build a custom end-user on your own? No problem, plug-in our secured APIs.
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Via Receive bulk loan applications via Lead Provider API
(eg: compare websites, mortgage broker, pingtree, lead affliates)
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Via CRM
Create a new loan application for a new or existing customer
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Via Mobile App
Stay connected with your customers
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Via SMS
May not be supported in all the countries
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Decision Engine
Validate loan applications with 1000's of underwriting rules on multiple credit reports
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Quote Management
Send contracts/agreements and get them signed electronically
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Funds Disbursal
Option to send the funds directly to borrower's account
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Loan Calculations
Create, view and communicate amortization schedules
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Interest Tariff
Fixed Interest, Interest Only loans, No Interest Loans, Rule 78, multiple slabs etc
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Credit CAP
Configure the maximum amount to be charged on Principal or by duration
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Auto Collections
Configure the workflows to collect the payment via card, direct debit, ACH or manual collections
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Dunning Process
Configure the collection process in your own way
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Loan Closure
Close the loan with Settlement payment, early payment, cancellation, write off, void
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Charges Management
Create and manage different type of interest and charge types
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Workflows
Automate every process right from origination to loan closure
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Task Management
Assign the jobs automatically to various teams or individual users
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Status Management
Create and manage various statuses in all the stages of application
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Flag Management
Mark a temporary state for an application
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Document Management
Manage documents and versions of the loan
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Audit Trial
Every activity performed by the system, agent or by the customer is logged in detail
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EMail Tracking
Map the incoming and outgoing emails to the customer file
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Communication Tools
SMS, Email, Letter, Call
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Team Management
Create and manage teams and users
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Department Specific Comms
Send communications from different departments
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User Management
Manage the screen level and data level restrictions to user or designation
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Customer Management
Manage the customer information
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Debt Recovery Management
Manage debt recovery process, transfer the file to agents
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Credit Bureau Integrations
Integrations with multiple bureaus to get and validate the reports against configured rules
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Payment Provider Integrations
Validate and take payments via ACH/Cards, Direct Debit or manual
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Template Management
Enhance your communication using wysiwyg editor to build templates
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Broker Management
Create and manage unlimited lead providers to increase lead generation
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End-User Portal Servicing
Borrower portal for managing existing loan, My Account, marketing preferences, upload documents etc
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Application Form Builder
Configure different application forms for different products and control the application process in your own way
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Loan Tracking
Easily track via reference, customer details or status
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Investor Portal
Investor registration, portfolio, re-investments, issuing contracts, deposit, invest and withdraw funds
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Investor Allocation
Define the automatic allocation rules at loan product level
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Investor Management
Manage the investor portfolios, invest, deposit, send comms, payout interest, investor products etc
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Dashboards
Business Today, Customer Dashboard, Investor Dashboards etc
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Tabular Reports
Share, Export, and build new reports
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Chart Based
Bar charts, pie based, single and multiple charts etc
