Demo version
Credit management in CRM A consistent business process for the formation and approval of an application for the interaction of relevant banking services in a convenient, holistic interface. Can be part of the solution of both retail and corporate banking
Loan Calculation

Loan Calculation

The implementation of the selection of a loan product based on specified parameters. Based on the data provided by the client, the system searches for the optimal loan product taking into account the bank's interests and client's capabilities.

Brief questionnaire of the borrower

Brief questionnaire of the borrower

Questionnaire of the borrower with the ability to set mandatory fields for filling. Lack of information in such fields will not allow the manager to go to the next stage of the credit procedure. The number of mandatory and optional fields varies depending on the bank standards.

The main tab for the loan application

The main tab for the loan application

This tab displays all information about the current status of the loan application, the stage and the stage of consideration, the intermediate results and the key parameters of the product. All this is available in one window and does not require a search for different programs and databases.

The work of credit committees

The work of credit committees

This tab displays all the information about the current status of the loan application, the stage and the stage of consideration, the interim results and the key parameters of the product. All this is available in one window and does not require a search for different programs and databases.

Analysis of the borrower's data

Analysis of the borrower's data

AnIn this tab you see the further process of data collection. All fields must be completed. Further, the application is sent for analysis to a specialist.

Work on the services of the bank involved in the credit process

Work on the services of the bank involved in the credit process

The interface for setting and tracking tasks to the employees of the relevant departments to provide specialized conclusions.