A six-stage pipeline
- Callback: a new lead with a scheduled call.
- Follow-up: discussion and document collection.
- Login: the case is filed with the right bank.
- Sanction: track the bank’s decision.
- Disbursed: record it and work out partner commission.
- Lock-in watch: get alerted when a balance transfer is due.
Match the lead to the right bank
Check a customer against the policies of 23 lenders and compare banks side by side, so you file where approval is most likely.
A clear picture for owners
Owners and managers see what the team did today. Roles make sure each person sees only the access their job needs.
Questions
What is loan lead management software?
It is software that tracks loan leads from the first call to disbursal, schedules follow-ups and shows what each team member has done.
Which loan types does it handle?
Personal loans, home loans, business loans, loans against property and credit card leads.
Does it work on a phone?
Yes. It runs in the phone browser and can be installed like an app.