35
for
SNAPSHOT OF FEATURES
Digital Customer Onboarding Software For Lending Companies in India
Our Numbers Say About Us
Lending Companies Using goFTR
Active User
35
Loan Applications Per Year
35
Crs Potential Loan Book Size Managed till Date
35
FEATURES
Onfield RM And TL Login File App
Online / Offline App
Offline capabilities to seamlessly work with
low or no
internet connectivity.
App Can Work On Any Android Phone Giving Flexibility For BYOD For RM.
TL / Supervisor View
TL can on the go see performance of all the
team members.
Configurable Document Master
Set document master as per your company
policy. Inbuilt
compression engine to optimize document size.
FEATURES
Paperless Onboarding
OCR and online verifications of PAN, Aadhaar, Driving License, Voter
ID etc.
Internal dedupe of applicant along with multiple bureau
integrations.
Multiple payment mode like Cash, Online, UPI, Cheque, Bank transfer
available.
Generate digital loan application form on the go.
All verification APIs and documents captured are location tagged.
FEATURES
Wavier And Deviation Approval Management
FEATURES
Login File Review Checker Panel
FTR Application Submission
Reviewer can check all case application data
and documents
before submission to credit.
Editable And Sendback
Reviewer can either edit or sendback case
for discrepancy
and perfection.
Performance Dashboard
Lead to Login Ratio
Measure and evaluate performance
of RM
based on number of leads qualified and converted to Login.
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) .
Location Tracking
View and Track your onfield RM
for each
login file submission, documents and IMD collection.
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. )
Solutions For
HFC
NBFC
Banks
SFB
Who Can Use
go FTR Customer Onboarding Software supports
On field loan
officer
officer
Operation
/Credit
/Credit
Management
DSA
Supervisor
Clients Who Trust Us
TESTIMONIALS
What Our Clients Say About Us
-
“ With the help of technology solutions goFTR provided by i-XL, our overall turnaround time (TAT) has improved considerably as reflected in the loan origination to disbursement time period reducing from 35 days in FY18 to 16 days in FY19. Also reduced cost to income ratio from 55.23% in FY18 to 38.82% in FY19. ”Kartik MehtaBusiness Strategy Manager
-
“ goFTR has helped us to increase the rate of getting the loan application form first time right (FTR) by 40%. and has reduced our overall sales process turnaround time(TAT) by approx. 30% "Varun GulianiChief Technology Officer
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 Customer Onboarding Platform
- 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 Customer Onboarding Software 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.
Insights
Journey into insightful perspectives
Ready to Transform?
Reach out to our team for a personalized demo
Generate digital loan application form
in real time
Make sure the login file is First Time
Right
Reduced overall
turnaround of time (TAT) of sourcing to credit appraisal
Have a digital
branch by making complete digital customer onboarding process
Increase employee productivity and
efficiency
