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Loans Neo - Streamlined Origination, Management and Collections

Loan Origination and Collections Made Easy!

Overview

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.

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  • Streamlining the entire Lead management process. Easy Loan Application management process with necessary approvals and paperwork tracking with transaction-based documents management.

  • Easy to integrate with your accounting system if needed. Ability to integrate with payment gateways for easy EMI processing. Ability to manage EMI Schedules for delays, missed EMIs or related issues.

  • 360-degree view of a customer and loan accounts for seamless reporting and future opportunities for cross selling and up-selling. Ability to manage the collections and related tasks either in-house or through a external agencies using portals.

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.

Categories

Business Needs
Marketing Automation
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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