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Our Numbers Say
About Us
15
Lending Companies Using goFTR
18000
Active User
18000
Loan Applications Per Year
100000
Crs Potential Loan Book Size Managed till Date
Our Numbers Say About Us
TRUSTED CLIENTS
Lending Companies Using goFTR
35
 ONFIELD PRODUCT USERS
Active User
35
IMPLEMENTATIONS
Loan Applications Per Year
35
YEARS OF EXPERIENCE
Crs Potential Loan Book Size Managed till Date
35
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Onfield RM and TL login file APP - customer Onboarding
                                            Software
FEATURES

Onfield RM and TL Login File App

Online / Offline App
Online / Offline App
Offline capabilities to seamlessly work with low or no internet connectivity.
App can work on any android phone
App can work on any android phone giving flexibility for BYOD for RM.
TL / Supervisor view
TL / Supervisor view
TL can on the go see performance of all the team members.
Configurable document master
Configurable document master
Set document master as per your company policy. Inbuilt compression engine to optimize document size.
FEATURES

Paperless Onboarding

 Instant eKYC verification

OCR and online verifications of PAN, Aadhaar, Driving License, Voter ID etc.

Dedupe and credit bureau

Internal dedupe of applicant along with multiple bureau integrations.

 Collect IMD

Multiple payment mode like Cash, Online, UPI, Cheque, Bank transfer available.

Digital application form

Generate digital loan application form on the go.

 Location Tagging

All verification APIs and documents captured are location tagged.
Paperless Onboarding - customer onboarding software solutions
Customer Onboarding Platform
FEATURES

Wavier and Deviation Approval Management

Initial money deposit / processing fee
                                                    waiver
Initial money deposit / processing fee waiver.
Bureau score based deviations
Bureau score based deviations.
Login file checklist and documents
Login file checklist and documents.
FEATURES

Login File Review Checker Panel

FTR Application Submission
FTR Application Submission
Reviewer can check all case application data and documents before submission to credit.
Editable and Sendback
Editable and Sendback
Reviewer can either edit or sendback case for discrepancy and perfection.
Login File Review Checker Panel- digital customer onboarding

Performance Dashboard

Lead to Login Ratio
Lead to Login Ratio
Measure and evaluate performance of RM based on number of leads qualified and converted to Login.
Customer Onboarding Platform - Lead to Login Ratio
Compare Performance
Compare Performance
View and compare leads and lead source performance at PAN India level with drill downs (state wise / region wise / city wise / branch wise / user wise) .
Compare Performance
Location Tracking
Location Tracking
View and Track your onfield RM for each login file submission, documents and IMD collection.
Location Tracking
INTEGRATIONS

Multiple Integrations

Integrated with 17 + 3rd-party APIs for faster onboarding

Integrated with API’s (One Money , Mpos, Equifax , Razorpay , CCAvenue , Billdesk , Phonepe UPI , Paynimo , NSDL , Karza , Equence , Cashfree payment gateway , Setu , Signyz ,Zoop One , Experian and Ezetap. )
Customer Onboarding Software Solutions - Multiple Integrations

Solutions For

HFCs
HFC
NBFC
NBFC
Banks
Banks
SFB
SFB

Who Can Use

go FTR Customer Onboarding Software supports

On field loan
On field loan
officer
Operation/Credit
Operation
/Credit
Management
Management
DSA
                                        Agency
DSA
Supervisor
Supervisor

goFTR Customer Onboarding Software and Lead management made easy

Credility’s goFTR is a mobile-application based loan sourcing app solution. Banks and credit institutions are constantly looking for hassle-free, paperless ways to manage their leads, qualify the applicants and quickly onboard the potential borrower. Our Paperless Customer Onboarding Software is a fully automated, API-driven solution that provides an end-to-end solution for banks and other financial institutions. With access to goFTR, the sales team of financial institutions can do the required eKYC of the applicants, gather all the necessary information and documents for them using the Paperless Onboarding Software in real-time. Built by our team of developers and coders with domain expertise our platform offers a high range of reliability and ease of customization to provide lead nurturing solutions to organizations. It enables end-to-end lead execution through a single mobility Sales Assist app for Lending Companies in India. Cedility’s goFTR solution provides a simple, step-based and gamified experience for filing the entire loan application form. The details entered in this form during the offline mode will be saved as a draft so as to never lose any important piece of information.

Why opt for Digital Customer Onboarding Platform by Credility?

    Credility’s goFTR Customer Onboarding Software performs all regulatory checks, enabling financial services to ensure 100% compliance. Our Onboarding Solutions empowers financial institutions to accelerate the Customer Onboarding Process.
  • More than 10 third-party APIs for a smooth onboarding process. Integrated with verification APIs like PAN, Aadhar, Voter ID, Driving Licence, Ckyc, Credit bureau check, payment gateways and many others for eKYC of the applicants.
  • Ability to share sensitive and important documents quickly and securely. The Digital Account Opening Solutions by Credility are designed in a way where the applicants can share all the required documents with the organizations in a safe and secure environment.
  • Simplified customer onboarding. With the help of the Sales Quick Login File App, the sales team can accelerate digital customer onboarding in 10 simple steps.
  • Verifying the applicant’s details is made easy. Verifying the customer’s identity and authenticating their documents can be done with the help of Paperless Customer Onboarding Software.
  • Organizations can deliver a personalized experience to every customer with goFTR.

Salient features of our Digital Account Opening Solutions for the sales team includes:

  • Sales Optimization
  • Real-time insights
  • Transparency in team performance
    End-to-end lead nurturing How financial institutions can benefit from our Loan Sourcing App Solution
  • Measure your sales performance: Keep a track of the performance of your sales team on an individual basis as well as team efforts with the powerful analytics tools from our loan sourcing app solutions. Maximize your sales coverage, get visibility on the nearby unscheduled lead and increase your sales productivity with the Sales Assist app for Lending Companies in India.
  • Lead nurturing: Every step of lead nurturing from evaluating the credibility of the applicant to keeping track and taking measures to churn the customer acquisition can be done promptly with the help of the Sales Assist app for Lending Companies in India.
  • Automated data entry to save time: Our Digital Account Opening Solutions can auto-fill maximum information about the applicant to speed up the onboarding process. On the basis of their-party integration and master driven approach, the goFTR solution from Credility helps the credit managers at financial institutions to pre-populate as much data about the customers as possible and invest less time in data entry.
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