Loans Management Systems

FINANCIAL SERVICES INDUSTRY

Third Pillar
Loans Management Systems

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

Week 1

Templates Completion

Week 2

Software setup with Third Pillar

Week 3

Software setup with Third Pillar

Week 4

Data Load, Validation/Test

Week 5

Training and walkthrough

Week 6

Support and Go Live

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!

Download the Loans
Management Systems Report!

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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

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Loans Management Systems?

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