CRM platform

CRM is integral part of  LMS and one of LMS highlights.

CRM  delivers a very detailed view of each customer, thus enabling Loan Officers, Servicers,  Marketing, Legal staff and other client-facing employees to speed-up preparation for the meetings, to make educated decisions and  provide high quality customer service.

Collecting of customer data starts from the very first contact with the client and every next interaction with the client contributes to this data.

CRM combines this information into common, easily accessible view, thus enabling system users to  instantly see the whole picture about clients.

360° client view :

  • Client Personal Profile  and Demographics
  • Client Financials: Employment info, Incomes, Liabilities, Real Estate owned
  • Client Interests, Prospects, Preferences
  • Client Promises, Complaints, Desires
  • Client Leads, Applications, and Loans
  • Payment plans
  • Repayment history
  • Letters/notices auto-sent by the systems via SMS, post, email