Loans Management Systems

FINANCIAL SERVICES INDUSTRY

Have easy access to your leads and accounts data all in one place!
Loans Management Systems can help your sales team make the process of loan from Origination, Qualification, Loan Accounts Creation, and Payments simpler with the wonders of automation.

Powered with the world’s #1 customer relationship management (CRM) software, Salesforce, your team can now improve transparency into business development, measure the outcome of success, and monitor the customer journey.

The timeline

The Deliverables

  • Database 360-degree view of the accounts
  • Cross selling
  • Loan accounts tracking
  • Loan organization process
  • Client onboarding
  • Loan Account Creation
    Payment schedule and monitoring
  • Gathering current financial data for monthly, quarterly, and annual reviews
  • Dashboards where you can make decisions based on the information provided
Get ready in just
six weeks!

We ensure that you’ll receive an efficient software setup, guidance, and sessions from a certified expert. Our service is designed to get you ready with the Loans Management Systems System in just six weeks!

The Details

Prerequisites:
  • Accounts/leads database
  • Loan accounts database
  • Product list
  • Product matrix (term and interest)
Get ready in just six weeks!

We ensure that you’ll receive an efficient software setup, guidance, and sessions from a certified expert. Our service is designed to get you ready with the Loans Management System in just six weeks!

Download the Loans
Management Systems Report!
Download the Loans
Management Systems Report!
Get the latest scoop on what’s happening in the industry
Got questions?
Let’s get in touch.

TALK TO US

+632 88317887

EMAIL US

marketing@3rd-pillar.com

VISIT US

VISIT US Third Pillar Business Applications Inc., 2nd Floor Corinthian Plaza, 121 Paseo de Roxas cor. Legazpi St., Legaspi Village, Makati City, 1226 Philippines

Ready to get started with
Loans Management Systems?

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