Carry the Connect App in your pocket. Sales and Customer service is just a touch away with Connect App. It is user friendly, convenient and secure.
Connect App will give flexibility to use it anywhere & any time. This will help in increasing the productivity of sales, Operations and customer service with customers information on their fingertips. Key features includes.
1. Ease in customer on-boarding – Complete the entire customer on-boarding in just few minutes from anywhere, without the need to travel back to office for login completion
2. Document Management – Document status update and end to end document dispatch functionality
3. Customer Servicing – Tracking and closure of service request
4. Application Tracker – Get complete status on the applications logged in till the loan closure
5. Alerts and Push Notifications – Receive alerts and notifications and a quick preview on important actionable
6. Send link to customer – Send a link for application processing, commercial confirmation to the customer mail ID and mobile number from his own device
7. Maps Way for Document Pick up – While scheduling the appointment you can directly click on 'maps' option from your app which will automatically pick up the customer’s address & guide you with the exact way with the help of google maps. IT will be helpful in saving your time & will take you to the exact location as well.
8. Take a photo & browse a photo – This is a functionality from which you can click the picture of customer’s document & directly upload it on the business CRM. Option of browse is additionally available as that of desktop.
9. Check in functionality – Employee will be able to check in post reaching out to customer’s location, which will solve the hassle of taking photo in front of the property.