Loans Neo

Streamlined Origination, Management and Collections

By Damco Solutions Inc.Marketing Automation

About Loans Neo

Loan Origination and Collections Made Easy!

End to end and customizable Lead to Customer processes.

Loan Application process flows with build in approvals for absolutely digital, fast and seamless approvals.

Complete customer view with ability to rate customers for their financial standing, repayment history and risk behavior.

A single window to manage entire customer journey after on-boarding with tracking of each EMI status for payments and delays.

Ability to define dynamic collection plans and tasks which can be associated with customers as needed in case of delayed/missed repayments.

Ability to get the customers and collection agencies also onboard the system for direct interaction through portals.

Flexible reporting to get insights on every aspect of data captured in the system just the way you like it.

Mobile ready with capability to deploy on the fly configuration changes.

Streamlining the entire Lead management process. Easy Loan Application management process with necessary approvals and paperwork tracking with transaction-based documents management.
Easy to integrate with your accounting system if needed. Ability to integrate with payment gateways for easy EMI processing. Ability to manage EMI Schedules for delays, missed EMIs or related issues.
360-degree view of a customer and loan accounts for seamless reporting and future opportunities for cross selling and up-selling. Ability to manage the collections and related tasks either in-house or through a external agencies using portals.

Free, with paid plans.

Salesforce editions: Professional
Enterprise
Unlimited
Performance
Salesforce Platform
Lightning Experience: Supported
Salesforce mobile app: Not supported
Salesforce security review: Passed on October 12, 2020
Languages: English

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