Loan CRM for Manage Customers
CRM Solution for Fast Business Grow
Get customer history and analytics using smart filters. Track leads, close opportunities
and get accurate forecasts.
and get accurate forecasts.
LeadsPowerful sales team management leads view and track activities for future actions.
AnalyticsAnalyse leads location and sales team wise. Produce report base on your needs.
Sales TeamManage team region wise and assign lead for get better results.
Help synergize loan documentation process, loan sanction process, installments, securitization of debt, disbursement process, product details, notifies clients with payment reminders, provides debit notes, and loan recovery process in case of default.
Enables instant availability of client details for ready reference such as client address and contact details, client lead, documentary proofs, family background, and bank account details.
Facilitates the entire loan processing cycle with a robust interface starting from loan application to loan disbursement matching with clients’ business requirements. Also, enables handling multiple approvals, escalation matrix, and sending notifications of loan approvals.
Integrates payments via various methods such as Electronic Fund Transfer (EFT), top-up recurring payments, along with sending SMS alerts to the clients.
Showcases the most powerful accounting suite that includes account configuration, Accounting Receivables and payables, bank reconciliation, legal statements, loan scheduling, and re-scheduling, invoicing and servicing, generate multiple ledgers, income-expense analysis, liquidity analysis, and profitability analysis.
Benefits of Products
Seamless Loan Approval Process
Helping you create a user-friendly lending operation process integrated with different stages beginning from the client application and document verification, to approvals.
EFT Payment Process
We ensure safe and secured payment installation methods that enable electronic fund transfer with various banks and further facilitate bulk payment processes.
Effective Document Management
Our efficient software helps manage loan-specific documents including confidential documents of clients, the title of documents, along with a loan documentation tracker system.
Creation of Debit Note
The software creates debit notes instantly for various types of fees/ charges such as accounts receivable.
SMS Notification Alerts
Generates and sends real-time notifications to clients on present and future payment details, due payments, loan approvals, loan disbursement, and payment receipts.
Advance Payment Options
Provides facility to take advance payments on the loan, which is further reduced from installments or added to the processing fees.
What makes people praise BanasTech?
Ashish Enterprise - MD
I discovered @Banastech services by chance via reference to find a suitable for loan management software provider. This must be fate, not an accident at all.