Introduction

Being a loan officer is an extremely hectic task, however what if there was a digital solution that could solve all their challenges? We helped our client develop an innovative SaaS platform for Loan Officers where they can generate instant custom and extremely detailed loan quotations in just a few clicks. The platform also helps loan officers to send multiple quotes, track their sent quotations, map their performance and even allows for application of loan from within the platform. The solution helps loan officers ease all operational hassles of their job so that they can focus on their business and customers fully.

Key Features

Loan Quotation Generator

Loan officers can instantly generate custom loan quotations as per clients requirement such as for purchasing new loan, for refinancing, mortgage loans or escrow etc.. Officers can create custom quotations by entering dynamic variables such as down payment, rate of interest, payback period etc.

Send multiple Quotes & Rates

Loan officers can improve chances of conversion by giving their potential customers options of different quotations of different loans and variations. The platform allows a limited number of free quotes per month, officers can buy additional quotes as per their requirement.

Detailed Quote & Comparison

Impress your clients with a detailed loan quotation where each and every part including interest, payment period, EMI, additional costs and other loan details are elaborated. Users can also compare their multiple loan quotations side by side to make an informed decision.

In-App Loan Application

Customers can like or dislike a particular quotation which allows the officer to know which quotation is more suitable. Officers can link any loan portal to the platform so that customers can begin their loan application process from the app directly.

Officer Performance Report

Loan officers can track and enhance their business performance through a detailed visual performance report visualised through graphs and charts. Officers can view the number of loan quotations they have sent to potential clients, how many of those have been approved, and display a win ratio of how many quotes were approved against the ones sent.

Operations & Activities Tracking

Loan officers can keep a track of their day to day and overall operations by viewing and tracking the draft quotations they currently have, quotations sent, quotations viewed, quotations that need action, applications that have been approved, and quotes that have been archived.

Takeaway

Zignuts developed a custom CRM designed to solve the challenges and achieve business goals that are unique to the pest control services industry. The solution not only includes a CRM for the client itself but also a white label CRM that other smaller service providers can use to optimize their own sales and services operations.

Testimonials

Why they’re fond of us?

A reliable and flexible technical partner, Zignuts Technolab enables a scalable development process. The team offers a comprehensive array of expertise and scalability that yields an optimized ROI. Direct contact with specialists maintains a seamless workflow and clear communication.

Joeri

Technical Architect
Blockchain-based Real Estate Platform Company, Belgium

Zignuts Technolab transformed our platform by simplifying code, redesigning key aspects, and adding new features, all within impressive timelines. Their project management and communication were exceptional.

Ali

Managing Director
Automobile Company, UAE

Zignuts team has been instrumental in our platform’s development including backend, frontend and mobile apps, delivering excellent functionality and improving speed over time. Their project management, pricing and communication are top-notch.

Shoomon

Co-Founder
AI-Based Fintech Startup, UK

Zignuts has delivered excellent quality in developing our website and mobile apps. Their genuine interest in our business and proactive approach have been impressive.

Jacob

Technical Architect
Blockchain-based Real Estate Platform Company, Belgium

Their team's dedication and knowledge in handling our relocation information platform made the collaboration seamless and productive. Highly recommend their services.

Stephen

CEO & Founder
Social Community Platform, Germany

Zignuts Technolab provided highly skilled full-stack developers who efficiently handled complex tasks, from backend development to payment gateway integration. Their responsiveness and quality of work were outstanding.

Houssam

Chief Product Officer
Enterprise Solutions, Jordan

Zignuts Technolab has been highly efficient and responsive in developing our rewards and wellness app. Their ability to integrate feedback quickly and their solid expertise make them a great partner.

Namor

Developer
Wellness Startup, Thailand

SaaS-Based Loan Officer Platform