A Revolutionary CRM for Business Loan Companies

Business Loan Companies work with various industries that seek funding for
expanding a business, buying inventory, working capital, purchasing
equipment, refinancing, and much more. An effective management system that can
encompass the needs of all businesses as well as ensures a timely response and
appropriate contacts is essential for organizing and securing business loans in a
seamless process. Onsite CRM has launched its groundbreaking business loan
Customer Relationship Management System (CRM) for business loan companies.
Onsite CRM is a total business solution for the financing and lending industry that is
designed to serve the high demand that these companies require.
With Onsite CRM, lenders have the ability to run their entire business all under one
roof, saving you time and money with the tools business loan companies need in a
single system. Take advantage of this total integration and move beyond simple
customer relationship management. Step into a package that seamlessly combines
customer contact with all the forms you need for your business loan company. Bank
statement validation services, credit report services, phone system integration, and
much more are all integrated into one easy-to-use system with Onsite CRM. Move
ahead of the competition with Onsite CRM Lead Controller. Providing automated,
guided selling, lenders and brokers will be able to attract and retain those looking for a
business loan.
Onsite CRM enterprise-wide software is a customizable software solution that keeps
track of everything in one place: mailing, forms received, items sent, intake
appointments, payments, as well as several other features. Onsite CRM also simplifies
the process of collecting loan documents, emailing loan status updates, loan
servicing, loan accounting, and more. Onsite CRM can be customized for your system
and anything else you may require. You won’t believe how easy it is to manage your
business with this great package!
A POWERFUL CRM SYSTEM
Onsite CRM has the power you need to handle every aspect of your business. Our
customer relationship management system provides tools for business loan
companies to stay on top of their most important customer relationships. This system
provides tools for increasing collaboration, tracking interactions and managing
productivity across multiple office locations if needed. This means that anybody in
your operation can enter data about a client or other contact, and as soon as the
information has been input everybody has access to it. Instill confidence in your
contacts, because confidence is everything.
A SEAMLESS SYSTEM
The Onsite CRM system was built on a foundation that entertains any businesses
work flow management needs with the ability to customize functionality to fit your
business model.
Onsite CRM brings everything together in a single neat, clean package. Everyone in
your business loan company will love this user-friendly, intuitive system because the
entire group can be up and running very quickly, with no need for lengthy training
sessions or complicated user manuals.
In addition to the basic CRM functions already discussed, Onsite CRM’s total system
integration allows you to deliver fast credit decisions with streamlined application,
approval, and closing processes. You can learn the current status, credit report, and
other essential information needed to secure a business loan. The platform allows
you to easily identify all accounts that need to be escalated for any reason. A single
point of data entry also reduces the number of opportunities for errors in your
data, saving you time and money with the increased accuracy.
DRIP EMAIL CAMPAIGNS
Convert more prospects faster by sending targeted recurring email campaigns. To
bring you the best possible results, Onsite CRM has partnered with SMTP, a first-rate
company with more than 10 years of success at delivering emails, always making sure
each email gets where it needs to go and doesn’t get lost along the way. SMTP is
publicly traded and is the epitome of the standard that all other email delivery
services strive for. The company reaches more in-boxes than anyone else in the
industry, and we bring this outstanding track record to you to benefit you and your
educational institution.
As far as your bottom line goes, using Onsite CRM and SMTP together means no more
wasting money on emails that end up as SPAM. Research has proven that 22% of
business emails of any type never actually make it to the client, and this figure includes
emails to potential businesses, borrowers, and referral sources. With SMTP you get the
highest rate of deliverability in the industry, so your drip campaigns and responses
don’t go down the drain. When you work with Onsite CRM your message is delivered,
not lost.
GET IN TOUCH
Contact Onsite CRM now to make the leap into the world of complete enterprise CRM
with fully-integrated verticals for your business loan institution. Prevent the
introduction of costly data errors caused by the need to re-enter data into multiple
applications and keep your team all on one page. Use Onsite CRM to handle it all.
You’ll save money every day with this easy-to-use, total package that puts you miles
ahead of the competition and beefs up your bottom line. Try it now: you’ll wonder how
you ever got along without it.
Article Resource:-http://www.onsitecrm.com/blog/crm-for-business-loan-company