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Loans Neo - Streamlined Origination, Management and Collections
Loan Origination and Collections Made Easy!
- Business Need
- Marketing Automation
The solution is designed for NBFCs to manage their customer’s end to end journey from lead to a customer. The solution caters to the Loan Origination, Scheduling and Tracking of payments against them with penalties and additional charges if applicable.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.com
App Details
- Version
- Loans Neo/Loans Neo 1.1.0
- Listed On
- 10/13/2020
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 8Custom Tabs: 6Custom Apps: 3
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
End to end and customizable Lead to Customer processes. Loan Application process flows with build in approvals for absolutely digital, fast and seamless approvals. Complete customer view with ability to rate customers for their financial standing, repayment history and risk behavior. A single window to manage entire customer journey after on-boarding with tracking of each EMI status for payments and delays. Ability to define dynamic collection plans and tasks which can be associated with customers as needed in case of delayed/missed repayments. Ability to get the customers and collection agencies also onboard the system for direct interaction through portals. Flexible reporting to get insights on every aspect of data captured in the system just the way you like it. Mobile ready with capability to deploy on the fly configuration changes.
Need help?
Damco Solutions Inc.
Plainsboro, NJ, USA
Please reach out to us on our support email and we would be happy to assist you with your queries and issues.