Sample terms for granting a loan
Posted: Tue Feb 11, 2025 8:24 am
EBC system Our selection starts not with an application, but with a useful online service for credit brokers. But it was impossible not to mention it, because with its help you can attract new borrowers and check their credit capabilities. The service functionality contains three tools for successful work: Buying leads for credit; Assessing the client's creditworthiness; Educational materials for a credit broker. 2. AmoCRM The work of credit brokers is associated with a large number of incoming applications, from each of which it is desirable to get the maximum profit. AmoCRM can help you solve this problem . It is one of the leading CRM for credit brokers in Russia. AmoCRM functionality includes: Integration with the site; Segmentation of the customer base; Built-in telephony; Automatic sending of credit decisions to clients; Visual analytics; Reminder system; Free API.
This CRM can be easily and quickly set up for a small team. 3.BITRIX24 CRM "Bitrix24" allows you to automate the work processes of any business. It can also be adapted for engineer database the work of a brokerage company. For example, the settings allow you to automate the process of filling out and submitting a borrower's questionnaire to different banks. The CRM includes: online office, checklist with tasks, project management, contact center, live chat. Connecting messengers and social networks to the CRM will help optimize the work of the credit intermediary. 4. MegaCRM This CRM is developed based on the experience of Amo and Bitrix. This determines its advantages for use by credit brokers. It allows tracking any interaction with clients. MegaCRM provides for automatic generation of a client questionnaire upon first contact and saving of document templates.
Access to the system is possible via any device, including a phone. There are two tariffs for using the program, one of which is free. It allows you to manage up to 100 clients and close up to 100 transactions. The standard tariff is 690 rubles per person. 5. Finpartners The consulting company "Financial Partners" has developed its own CRM, which will help you speed up business processes and reduce costs. This program provides functionality specific to brokers. An example of this is an advanced credit calculator. The CRM has implemented integration with credit history bureaus and verification against state registers. The demo version of the program can be tried for free. Connection and setup are carried out online in just 1 hour. Read also Earn money by selling the course “The profession of an insurance agent” What else can a credit broker use in his work? Credit brokers usually cooperate with a large number of financial organizations.
This CRM can be easily and quickly set up for a small team. 3.BITRIX24 CRM "Bitrix24" allows you to automate the work processes of any business. It can also be adapted for engineer database the work of a brokerage company. For example, the settings allow you to automate the process of filling out and submitting a borrower's questionnaire to different banks. The CRM includes: online office, checklist with tasks, project management, contact center, live chat. Connecting messengers and social networks to the CRM will help optimize the work of the credit intermediary. 4. MegaCRM This CRM is developed based on the experience of Amo and Bitrix. This determines its advantages for use by credit brokers. It allows tracking any interaction with clients. MegaCRM provides for automatic generation of a client questionnaire upon first contact and saving of document templates.
Access to the system is possible via any device, including a phone. There are two tariffs for using the program, one of which is free. It allows you to manage up to 100 clients and close up to 100 transactions. The standard tariff is 690 rubles per person. 5. Finpartners The consulting company "Financial Partners" has developed its own CRM, which will help you speed up business processes and reduce costs. This program provides functionality specific to brokers. An example of this is an advanced credit calculator. The CRM has implemented integration with credit history bureaus and verification against state registers. The demo version of the program can be tried for free. Connection and setup are carried out online in just 1 hour. Read also Earn money by selling the course “The profession of an insurance agent” What else can a credit broker use in his work? Credit brokers usually cooperate with a large number of financial organizations.