Business Loan
It's such a pain to deal with numerous loan applications for financial consultants. From making calls to clients to monitoring documents and payments, there's just too much to do, especially when dealing with Home Loans, Personal Loans, Business Loans, and Vehicle Loans all at once.
What is a Business Loan?
A business loan is a credit instrument that is designed to provide funding to businesses for one purpose or another—whether it's starting a new business, scaling up operations, acquiring stock, or for managing liquidity. Business loans also vary from personal loans because they're designed to meet the particular needs of running and growing a business. Business loans may be secured and unsecured, and terms of repayment typically involve fixed monthly payments, interest, and fixed tenors according to lender policy.
For business leaders and entrepreneurs, access to the right loan is key to continued expansion and addressing problems of working capital. For financial advisors who assist businesses in securing loans, juggling these multiple and frequently complex loans can be more than it can handle in the absence of suitable tools.
Why Shiven Enterprises Business Loan CRM is a
Game-Changer for
Financial Consultants
To process a business loan application requires accuracy, punctual follow-up, and flawless document
handling. Shiven Enterprises's Business Loan CRM has been so designed that the loan consultants can
keep pace with the process with ease and efficiency.
You may work solo or employ a group of finance consultants, and this CRM brings together all aspects
of business loan management—from lead acquisition and application processing to documentation
validation and EMI tracking—under one easy-to-use platform.
Why You Need a Special Business Loan CRM
Running business loans is really not like any other loan due to the level of paperwork and degree of financial analysis that is involved. Let us find out why you require a specialized CRM like Shiven Infotech's:
Automated Lead Capture & Screening:
Pull business loan applications from different web-based sources and automatically screen the leads based on pre-defined eligibility parameters, saving time and working only with high-potential prospects.
Advanced Document Management:
Business loans typically require advanced documents such as balance sheets, profit & loss account, tax returns, and business proposals. All of our documents are stored securely and in an organized manner within our CRM for easy access at all times. Smart Workflow Automation: Automate follow-ups, document submission reminders, and EMI payment reminders so that no crucial step is ever skipped.
Better Customer Communication
Facilitate better communication by sending timely reminders and personalized updates, which instil confidence and increase customer satisfaction.
Real-Time Loan Status Tracking:
Monitor the status of each application at each stage—from inquiry, verification, approval, to disbursement—so that you and your customers are kept in the loop.
Why Do You Need Shiven Enterprises Business Loan CRM?
For business loans, speed and precision are of the utmost importance. Shiven Enterprises Business Loan CRM is built ground-up for loan consultants who desire more than ordinary vanilla software. Here's how it differs:
Here's why hundreds of consultants trust Shiven Enterprises:
Built Specifically for Business Loan Administration
Cater to different business models & lending products with super-fast, bank-level compliant admin tools.
Automate & Simplify Your Workflow
Reduce manual workload. Automate repetitive tasks like client processing, tracking, and reminders.
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Centralized Lead & Client Management
Never miss a lead! All leads, inquiries, and customers are tracked from a single dashboard.
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Secure Cloud Storage
Store confidential info & client files securely. Bank-level security and encrypted access.
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Flexible for Solo Consultants & Growing Teams
Whether you’re solo or scaling, easily onboard other staff & assign roles for smooth collaboration.
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On-The-Go Productivity with Mobile Access
Access the CRM anywhere, anytime—track, update, or upload docs from your phone or tablet.
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Data-Driven Insights & Reporting
Make smarter business decisions with powerful analytics and reporting—get client & business insights.
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Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.