Loan Agency CRM

Expedite your loan application capturing and processing like never before. From receiving leads from multiple online and offline sources to managing and processing them, or from agent tracking to regional performance - manage all with this Orgzit CRM Solution launcher for Loan Agencies.

This launcher centralizes all pertinent information in a single workspace. Adopt this sales and mobile loan agency CRM to gain a competitive advantage.

List of Apps in this launcher

  • Lead Sources
  • Loan Types
  • Banks
  • Agent Performance
  • Associates
  • Associate Payments
  • Applicants
  • Loan Applications
  • Sanctions
  • Disbursals

Key Use Cases

  • Centralize your loan applications data across all banking partners
  • Engage, track, and segment your leads
  • Replace daily sales meetings with live tracking
  • Categorize applicants based on loan type and/or rating
  • Analyze your agent and revenue performance
  • Track and manage associates and their commissions
  • Track & process loan applications received from multiple sources
  • Attach files, discuss, and manage activities related to each application
  • Track loan sanctions and disbursals
  • Send automated emails and SMS to applicants

Key Benefits

  • Adopt cloud & mobile technology to reduce leads slipping through the cracks and provide high quality services.
  • Agents are enabled to make the right pitch and close more deals
  • End-to-end management of a loan application lifecycle
  • Performance reports for all hierarchy levels to help you decide how to best steer your business
Loan Agency CRM

Change your sales process
from chaos to a streamlined system