CRM system for GNP loan brokers

Customer

GNP - private financial consulting

Objective

Automating the internal processes of the company

Increasing the customer service rate

Improving the quality of service

Solution

Creating a single system capable to optimize the work of all employees of the company in the three main areas:, credit histories and work

Technologies

Online Application

Sales Manager: Telephone conversations with the client
Meeting the client at the office
Signing the agreement, forms, documents
Filling the social security papers
Statements on the provision of services

Issue of the loan

Online Application

Sales Manager Underwriter

Telephone conversations with the client
Meeting the client at the office
Checking the client
Forming documents on private loans

Issue of the loan

Online Application

Sales Manager Underwriter

Telephone conversations with the client
Meeting the client at the office
igning the agreement, forms, documents
Filling the social security papers

Support Manager: Talks during the meeting with the client
Compiling a list of lending options
Printing and signing of bank forms
Making out applications and forwarding them to the coordinator
Coordinator: Submitting the application to the bank
The decision of the bank
No Yes
Acts of rendered services

Issue of the loan

Filling in the Partner Card

Full detailed information about the partner
Accounting Partner type:
1 lending or 2 credit history

Maintenance of a full partner database

Functionality of the CRM system

Maintaining the credit program directory
and compiling a list of optional programs according to the individual characteristics of each customer
Maintaining a partner database
Maintaining a record of negotiations
Performance statistics
of the staff and the company as a whole in accordance with the distributed business flows
Processing the applications
arriving in the CRM system from the current site of the company
Processing Bank decisions
on each application and maintenance of the clients’ credit histories
Maintaining the customer card
and updating it in the customer database
Maintain the database of contracts
and other mandatory documents to be filled (formation of questionnaires, appendices, social security papers, etc..), accounts and documents after the closing of the project