Education Loans
What Is an Education Loan?
An education loan is a funding process that helps students and parents to fund the cost of education at a university. The money usually pays for the payment of a university tuition fee, books, accommodation, transport, and other miscellaneous fees. Education loans help students fund their education free from the burden by offering flexible repayment terms as well as low interest rates. Whether pursued in India or abroad, education loans have a significant role as a contributory factor towards students ' professional and personal growth.
Education Loan Types
Undergraduate Education Loans: Bachelor's degree in various streams.
Postgraduate Education Loans
Master's, MBA, and other higher studies.
Vocational and Skill Development Loans
Professional courses and technical certification programs.
Overseas Education Loans
To study abroad by funding tuition, lodging, airfare, and living costs
Professional Course Loans
For these courses, like medicine, law, engineering, and management.
key Features of Shiven Enterprises Education Loan CRM
Shiven Enterprises Education Loan CRM is an independent software solution, customised for education
loan consultants and financial planners. It offers a comprehensive platform to administer the
complete cycle of a loan, from lead capture and client document handling to follow-up automation
and application status tracking. This CRM makes complex workflows easier to administer, allowing
the consultants to operate with increased efficiency, communicate on time, and offer improved
service to the students and their families.
By bringing all the education loan activity to a safe and hassle-free portal, Shiven Enterprises
Education Loan CRM simplifies the life of consultants, reduces mistakes, and achieves maximum
client satisfaction.
Benefits of Shiven Enterprises Education Loan CRM
Automated Time-Saving
Automate repetitive tasks such as reminders for document submission, follow-up, and payment tracking to spend more time on closing more loans.
Centralised Client Data
Store and remember pupil records, loan applications, and corroborating documents in one secure spot.
Improved Client Communication
Notify students and families with proactive notifications and reminders, promoting confidence and trust.
Improved Efficiency
Automated processes remove back office work, enabling consultants to handle more cases easily.
Adaptable Solution
If you're a small advisor or a larger consultancy team, the CRM works to fit your business size.
Secure Cloud Access
Work anywhere, anytime securely with encrypted cloud storage and mobile-enabled access.
Actionable Insights
Reports and analytics allow for monitoring performance, watching lead conversion rates, and making operations more efficient.
Key Features of Shiven Enterprises Education Loan CRM
Lead Capture & Management
Capture and manage leads from multiple sources, such as your website, social media, and offline campaigns, easily.
Document Upload & Verification
Securely upload and verify important documents like admission letters, ID proofs, income certificates, and fee receipts.
Automated Reminders & Notifications
Never fall behind critical deadlines with automatic reminders on document uploads, loan sanction, and EMI payments.
Loan Application Status Dashboard
Enjoy an open, real-time view of the status of each application, from first enquiry to loan disbursement and repayment.
Customizable Workflows
Tailor the CRM workflows to your very own business processes and handle different types of loans with ease.
Team Collaboration & Role Management
Assign roles, track individual performance, and handle tasks efficiently in your team.
Data Security & Compliance:
Experience bank-level encryption, strict access controls, and auto-backup to protect sensitive client data.
Client Profile Management
Save comprehensive profiles with contact data, loan history, communication status, and document status.
Analytics & Reporting
Generate rich reports on leads, conversions, client follow-ups, and team productivity to make better business decisions.
Team Collaboration & Role Management
Assign roles, track individual performance, and handle tasks efficiently in your team.
Why Shiven Enterprises Education Loan CRM
With the right CRM, how an education loan consultant operates their business and works with customers can matter. Here are several reasons we are the most sought-after option among most professionals:
Designed for Education Loan Consultants
Our CRM is tailor-made for the specific challenges of education loan processing, so you can effortlessly manage complex workflows. It keeps me organised and clean, and everything is in one location.
End-to-End Loan Lifecycle Management
Do it all from one place, document verification, lead generation, to repayment tracking and approval monitoring.
Easy-to-Use Interface
Our clean design offers a stress-free get-started without lengthy training processes.
Multi-Device Accessibility
Be accessible on desktops, tablets, and mobile devices, with easy remote work and client management.
Strong Data Protection
Your customers' sensitive information is protected through high-grade encryption and secure cloud storage.
Affordable and Versatile
Suitable for solo consultants as well as large teams, with plans to suit your pocket.
Improves Client Experience
Automated notifications and live reminders keep your customers engaged and updated through the lending process.
With Shiven Enterprises Education Loan CRM, you're not just buying software, you're getting a capable partner to develop your consultancy along with delivering world-class service.
Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.