Loan Processing Application

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Loan Processing Application

The technical world has made us dependent on loan applications to the extent that we do everything online, even on-demand services. These apps have not only made our lives easy but have helped us sort out our ways of doing things. Things are more organized and transactions are more timely. Just like most other apps that have eased out a lot of things for us, loan lending apps have also come to the rescue of those who are looking for loan approval. Have you ever faced the hassle of getting in long queues for loan approvals and several days of going to the bank for the same? Are you aware of how long the procedure is of getting a loan approved face to face? Well, several companies have come to the rescue and have developed mobile applications that wash out the need of going to the banks for borrowing money. The same can be done through these apps, which have the ability to check the credit status of the borrower and check his eligibility for a loan.

Project Section

Once you create any projects then you can view these projects in detail. Here you can see which task needs to complete, create a new task, see the timesheet, see the milestone, can share files, see the project Gantt chart, open a support ticket, see the contract list, see the reports, keep notes for the projects, see the project activity, see the lead note, set the remainder and can set the pre-task for the projects.

  • Create the new task for the projects.
  • Create the milestone and timesheet.
  • Share documents for these project.
  • Create new ticket for these projects.

Project CRM

In this part you can manage the CRM. Here you can send mail and text messages to your vendor and customer. You can see the report which message you have sent or which are still pending for send. You can purchase package for this section. You can see package list from here. And here you can see how many you have sent.

  • Send mail and text message.
  • See the sending reports.
  • Buy package from here.
  • See the package details.

Project Task

Project task help you which task are need to complete now and which task have already completed. Here you can create new task for the projects and can assign the person who will complete this task. You can see the task report and can see the are working on the task or not. You can set zoom metting, send mail, send text messages and make phone calls from this projects task.

  • Create new task and assign the staff.
  • Can set the timer.
  • Can see the task report.
  • Can send mail, text messages, set zoom meeting etc.

Loan Information

This is the loan information section. In this section you can add loan information that are actually needed for loan application. Here you can add empolyement, income, assets, liablity, real estate owned and many more information that are needed for loan application process. You can easily manage this section.

  • Add loan information.
  • Case calculation.
  • See the documents.
  • Compare and separate multiple locations at once

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