i-Loan Process Management

Customer Relationship Management

Core Banking

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Key Features

Our software has been created to encompass all major activities needed to launch and run a profitable lending business — lead generation and marketing, financial product management, credit application, risk management and scoring, payments, reporting and a number of other functions. Build your own loaning solution using our technology framework and make it work for you.

  • Multi-channel loan application

    Collect loan applications from multiple channels, including web, mobile, call centers and more.

  • Feature rich borrower’s personal account

    Borrowers can view active and past loans, payment schedule, see and download files, make payments, extend or roll over their loans, earn and spend bonuses.

  • Lending marketplace features

    The borrower-lender matching engine delivers advanced capabilities for automatic loan matchmaking.

  • Advanced role and user model

    Create your organizational structure (HQ, offices, etc.). Add and manage roles, define role permissions, assign roles to system users and audit user activity in the system.

  • Responsive website design and layout

    Rest assured that your website looks its best on any device and screen size.

  • Security and data protection

    A rich set of anti-fraud and security features minimizes internal and external fraud attempts. Set IP-specific and device-specific access for each user or employee.

  • Data validation

    Check and validate all the data entered by a customer on the fly (address, contact details, passport expiration dates, etc.).

  • Social networks

    Gather and aggregate your customers’ data from their social network profiles (Facebook, LinkedIn, Twitter).

  • IP telephony integration

    Construct customer profiles, make and record phone calls.

  • Blacklist/Internal credit scoring

    Automatically block and blacklist applications or borrowers based on a set of criteria.

  • Multi-language & multi-currency support

    Our Framework supports multiple languages and currencies. Go global and work worldwide.

  • Integrations with 3rd party services and apps

    Our products can be integrated with accounting systems, BI solutions, credit card processing and payment services, scoring solutions and many others.

Dashboard
 

Widgets and module summaries can be placed on the dashboard to present all the processes in a graphical way. They help you make crucial decisions by presenting relevant data analyses on one screen. the list of preset widgets includes history, time control, calendar, tickets, leads, and many more. No other CRM system offers as rich choice of widgets and as many additional options as we are. Flexibility of the system allows for infinite possibilities. Thanks to functions available in the administrator’s panel you can not only decide which widgets are visible to which users, but you can also create widgets with filters.  The advances widget management system allows users to access the most vital information, and with one click delivers the most up to date information to specific teams.

 

Calendar
 

The Calendar module is used to plan and manage all your business activities. It was developed with special attention to meet the expectations of the most demanding professionals. It is equipped with all the functions that are needed for effective time management as well as human resources.  Thanks to tools that are available in the admin panel, this module can be also customized to user’s needs. There is a function that allows coloring entries, so event types, users, groups or modules can be easily distinguished.  Calendar can be viewed as a month, week or day, so tasks and events are presented in a transparent manner. It is also possible to delegate tasks to particular users or groups and a shared calendar allows to view tasks scheduled for other users. Calendar can also be displayed as a records list.

 

Companies and Contacts
 

This functionality consists of 6 modules:

  • Leads
  • Accounts
  • Partners
  • Vendors
  • Competition
  • Contacts

and they gather key information about individuals or companies you cooperate with. This is one of the basic and most important functionalities in the system and these modules should be the first to be filled in when you start working.  Leads are potential customers and if a contact with a Lead turns out to be successful, it can be converted into an Account (after changing to appropriate status). Every Account can be related to almost any module in the system and one Account can be handled by various employees, which significantly influences efficiency and allows to focus more on customers and their needs.

 

Mail
 
Our app has a built-in e-mail module, so you can send and receive e-mails directly to your system. This guarantees high security and ensures that all your e-mails are completely confidential.

E-mails can be easily related to Contacts, Leads, Accounts, Partners or Competitors as well as to various processes and subprocesses, so in a record’s preview you are able to see all e-mails related to it. There is also a feature that allows you to switch mailboxes and it helps, for example, support staff to handle their own mailbox as well as a corporate support mailbox.  The system also offers a possibility to label emails with particular colors, so when a user looks at it, he knows at a glance whether it is a private or corporate e-mail, or whether he can take care of it later.

 

Sales
 

This functionality consists of 9 modules:

  • Opportunities
  • Sales enquiries
  • Sales requirements
  • Calculations
  • Quotes
  • Sales Orders
  • Recurring Sales Orders
  • Vendor Enquiries
  • Price Books

These modules help you to control the sales process from the beginning to the end. It begins with an Opportunity that can end either with success and conversion to a Sales enquiry or with failure. The  system guides a user through subsequent stages, so nothing diverts your attention and you stop losing and start gaining.   Widgets from Dashboard also play an important role in the sales process. They can reflect data from the system in a form of graphs and you can easily, for example, compare sales for individual users or particular months.

  • Readiness for retail and corporate banking operation
  • Multiple ways to register retail customers (branches and online registration)
  • Commercial flexibility and user friendliness
  • Customer segmentation for targeted service packages
  • Compliance with BI and OJK and market regulation
  • Easy to add new products and services
  • Faster time to market
  • Exact fit to business requirements
  • Employment of various delivery channels
  • Ability to reduce projects’ timelines
  • Multi currency, multi branch, multi company enabled accounting backbone
  • Improved marketing decisions
  • High parameterization capabilities
  • Ease of Integration with 3rd party systems via flexible integration layer
  • Phased migration and implementation
 
 
 
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