The advent of technology has revolutionized the lending industry, shifting from its traditional landscape to a more dynamic and efficient environment. TechMatrix Consulting has partnered with various lending organizations enabling them to leverage the disruptive capabilities of Salesforce. As a result, these institutions are not only achieving their revenue targets in unprecedented ways but also building stronger client relationships than ever before. We understand that each lending organization operates uniquely. Our consultants work diligently to understand your specific business needs ensuring we deliver the best solutions to meet the industry's challenges.
As a prominent name in the lending industry, embracing cloud platforms can deliver proactive insights and transformative capabilities. Utilizing Salesforce CRM, you can drastically reduce loan processing times, automate identity verification and fraud checks, streamline approval and document collection procedures, and efficiently generate necessary documents. These enhancements will revolutionize your customer management system, leading to improved ROI and increased customer satisfaction.
Eliminate inefficiencies and reduce loan origination turnaround time with TechMatrix’s Salesforce Lending Solution. Centralize data and functions on a unified platform, streamline identity verification, fraud checks, document collection, leverage automation for efficient application-to-disbursement processes.
TechMatrix’s Salesforce Lending Solution enhances loan application reviews by centralizing data, eliminating system switches, and enabling quick access to information. Automated workflows handle identity verification and fraud detection, reducing errors. Real-time collaboration, integrated analytics provide insights for faster, data-driven decisions, ensuring an efficient & transparent process.
Enhance borrower satisfaction with Salesforce’s seamless lending experience. Centralized data ensures accurate, easily accessible information, reducing manual errors. Real-time updates and transparent communication keep borrowers informed, building trust.
Centralize borrower information with Salesforce for accuracy and accessibility. Automated notifications provide real-time loan status updates, building trust. Efficient document management minimizes delays, while collaborative tools enable seamless team communication for quick issue resolution.
Increase lending conversion rates with Salesforce’s analytics. Identify application drop-off points for targeted improvements, like simplifying forms or providing real- time assistance. Automated alerts re-engage borrowers, guiding them to complete applications.
Streamline loan processing with Salesforce automation. Automate application submission, document verification, and approval workflows to reduce manual checks. Real-time data integration and seamless communication tools speed up decision-making and issue resolution.
Enhance customer experience in lending with data-driven insights from Salesforce. Tailor communications and solutions to meet borrowers' unique needs. Real-time support features, personalized follow-ups, and proactive outreach based on behavior and feedback build trust and satisfaction.
We understand what it takes to provide an outstanding solution that boosts operational efficiency, minimizes risk, and enhances the borrower experience—all while following industry best practices and regulatory compliance standards.
TechMatrix is founded by a team of dynamic and high-spirited entrepreneurs who are pioneers in the Cloud Computing space. It has successfully contributed to running and supporting different business organizations for several years
Multi-channel Lead Capture
Verification and De-duplication
Lead Scorecard & Qualification
Lead Assignment & Prioritisation
Customer 360 profiling
Account Deduplication
Financial Profile of Customer with related details
Activity and Interaction Management
Custom checklist and initial data collection for pre-qualification
of the borrower
Eligibility checks
Loan Application creation with relevant document requirements
Custom Loan Application form and document checklist
Business Rules to assess Eligibility
Integration with multiple bureaus for credit checks
Integration for AML and Fraud Checks compliance
Integrations for POI and POA checks
Pricing & Fee Calculator
LTV & Other parameters compute
Criteria based field investigation assignment
Compliance with Regulatory Requirements
Credit Checks and Verifications
Technical and Legal Verification
Deviations and Approvals
Workflow for Loan Approvals and Escalations
Maker - Checker Workflow
AML/ Fraud Compliance
Integration with BRE for Credit rating and assessment
Legal Contracting
Disbursal Schedule
Repayment Schedule
Disbursement
LMS Sync
MIS Reports & Dashboards
Update Loan Closing Status
Track disbursement and review
Collections Process Automation
Automatic reminders,
collections activity assignments
Omni-Channel Customer Service and Support Automation
Loan Service Requests Management
Reduce Loan Processing Time upto 50%
Operational Productivity Enhancement upto 5x
Reduce verification & processing time upto 50%
Improve Lead to Loan Conversion Rates
Visibility to existing customer loans to enable cross-selling
