Loans
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 Loan?
A loan is a money you get from a bank or finance company when you need help making a large financial purchase. Generally, you must pay the money back to the lender with a small charge (interest). However, before you get a loan, the lender will check if you will be able to pay the loan back. They will look at your salary, your savings, and your credit history. Loans may be either short-term or long-term loans, which depend on your needs or how much you need to borrow, and how long it would potentially take to pay it back.
Our Services:-
That’s where Shiven Enterprises CRM helps.
It's a quick, easy-to-use solution designed for loan consultants. You can follow a loan from the initial enquiry to the last payment on one platform. It saves time, keeps you organised, and enables you to provide better service to your customers. Whether you work alone or in a team, Shiven Enterprises CRM for Loan Management simplifies your work and makes you efficient.
Why is there a requirement for a specialised CRM for Loan Management?
A dedicated Loan Management CRM has a number of important advantages to both consultants
and borrowers. It streamlines the loan process to make it simple and more efficient for
applicants. The CRM allows automatic capture of leads from diverse digital sources and saves
consultants' time by removing low-quality applications through automated pre-screening
verifications.
This not only enhances the workflow speed but also optimizes customer satisfaction and raises
profit margin by highlighting high-potential customers. A sound CRM system, such as Shiven
Infotech, assists consultants in approaching clients at the right time and assists them constantly
throughout the entire financial process.
Shiven Enterprises's CRM makes sure that your whole advisory process is streamlined and your client service is top-class, without switching between several tools or platforms.
Why Choose Shiven Enterprises for Loan CRM?
When it comes to managing loan services, financial consultants need more than just software; they need a smart system that understands their business inside out. That’s exactly what Shiven Enterprises CRM delivers.
Here’s why hundreds of consultants trust Shiven Enterprises:
1.Built Specifically for Loan Consultants
We don't subscribe to one-size-fits-all. Our CRM is built for loan advisors and financial consultants with tools specifically for Home Loans, Personal Loans, Business Loans, and Vehicle Loans.
2. Automate Your Workflow
From lead capture to final disbursement, Shiven Enterprises automates repetitive tasks like follow- ups, payment reminders, and document tracking—freeing up your time for what matters most: closing deals.
3. Easy Lead & Client Management
Track every lead, view their loan status, send updates, and manage interactions in one place. Whether you handle a few clients or hundreds, we help you stay organized without the stress.
4. Secure File & Document Storage Management
Upload and manage KYC, income proofs, and application files securely. No more searching through emails or folders, access everything instantly, from anywhere.
5. Smart Reminders & Notifications
Never miss a follow-up, EMI, or important date again. Our smart reminder system keeps you and your clients updated in real-time.
6. Scalable for Teams Access
Whether you're working solo or managing a team of consultants, Shiven Enterprises adapts to your needs. Assign tasks, track performance, and collaborate easily with built-in staff management tools
6. 100% Data Security
We use bank-level encryption, cloud backups, and strict access controls to ensure your clients’ information is safe and secure.
We call it Efficient & Affordable
You do not have to be a genius to use our CRM. It's easy and natural, and doesn't put a huge dent in your pocket, which is ideal for small businesses and big teams. Shiven Enterprises CRM is more than software—it’s your business partner in simplifying loan services, improving customer satisfaction, and growing your consultancy.
Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.
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