Manage leads effortlessly
Track leads from multiple channels, such as websites, social media platforms, and referrals. Track the origin of potential clients effectively and increase your conversion rates.
Handle diverse loan types seamlessly
Orgzit CRM for loan agencies enables you to handle various loan types, including mortgages, personal loans, business loans, and more.
Integrate with multiple banks effortlessly
Seamlessly integrate our CRM with multiple banks to streamline loan processes. Access real-time data, simplify interactions with financial institutions, and expedite loan approvals.
Optimize agent performance
Monitor, evaluate, and optimize your agents' performance, track their sales activities, and generate insightful reports.
Efficiently manage your network of associates
Effectively manage your network of associates, assign leads, track their progress, and foster stronger collaborations. Maximize business opportunities and drive growth.
Simplify associate payments
Simplify payment processes for your associates, ensuring accurate and timely disbursements. Maintain transparency in financial transactions, strengthening your partnerships.
Streamline applicant management
Streamline the management of loan applicants, from capturing their information to tracking their progress. Deliver a seamless and organized experience for both clients and your team.
Centralize loan application processing
Centralize and automate loan application processing, enhancing efficiency and reducing manual effort. Improve turnaround times for faster approvals and increased customer satisfaction.
Efficiently handle sanctions and compliance
Effectively manage the sanctioning process, including credit checks, document verification, and regulatory compliance. Ensure accuracy, security, and compliance adherence.
Manage loan disbursements effortlessly
Manage loan disbursements efficiently with automated fund transfers and comprehensive record-keeping. Ensure timely and error-free payouts, enhancing customer satisfaction and trust