Personal Loans

What is Personal Loans

Personal loans are non-secured personal loans given by banks and financial institutions to individuals for their own use. Personal loans are adjustable in nature and may be taken for personal loans, medical expenses, marriage, holidays, education, or home improvement. As they are not secured, personal loans are made available to different lenders.

Mostly, personal loans come with fixed interest rates and scheduled repayment periods, making it easy for the borrowers to calculate monthly payments. Their quick processing and flexible applications make personal loans a popular way of meeting sudden financial demands without drawing on savings.

What is Shiven Enterprises Personal Loan CRM

Shiven Enterprises Personal Loan CRM is a tailor-made software developed specifically for loan brokers, consultants, and financial advisors dealing with personal loan applications. This CRM simplifies the entire loan process from lead capturing, document verification up to tracing application status to chasing repayment schedules through one easy-to-use interface.

With automation of mundane chores such as reminders and follow-ups, it saves time, reduces errors, and enables loan professionals to give personalized services effectively. Whether you are a single operator or operate in a team, this CRM facilitates open collaboration and streamlined processes.

Why opt for Shiven Enterprises Personal 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:

Total Loan Monitoring

Monitor all phases of the loan life cycle within one system to avoid missing deadlines or documents.

Seamless Client Communication

Keep clients informed automatically with regular loan status and payment reminder updates.

Flexible for Any Business

From one consultant to a growing team, tailor the CRM to your business size and workflow.

Automation to Boost Productivity

Cut down on follow-up calls and EMI reminders using intelligent automation.

Document Management in Order

Securely store and retrieve documents such as ID proof, income certificates, and bank statements.

Anywhere. Access

Cloud. based platform allows you to. manage. your business. from. anywhere. at. any. time.

Actionable Analytics

See insights on lead. conversion, client. engagement, and. team. performance. to. optimize. strategies.

Key. Features of Shiven Enterprises
Personal 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:

Lead. Capture. & Qualification

Automatically capture leads from. several. sources. and. categorize. them based. on. criteria. such. as. credit score, loan amount, or urgency.

Real-Time. Application. Tracking

Monitor loan application status for every phase—awaiting approval, document validation, disbursed, or payment.

EMI Planning & Reminders

Set reminders for pending EMI payments of customers and consultants to prevent defaults.

Document & KYC Management

Upload and validate important documents securely and encrypt them for quick retrieval at the review or audit stage.

Team Collaboration

Assign leads and tasks among your team, track progress, and share notes to bring transparency and responsibility.

Mobile & Desktop Friendly

Run client portfolios and operations on desktops, tablets, or mobile phones with responsive design.

Performance Dashboards & Reports

See your conversion rates, loan pipeline, and productivity metrics in rich and editable reports.

Client Profile Management

Save comprehensive profiles with contact data, loan history, communication status, and document status.

Automated Follow-Ups & Notifications

Never lose key client interactions or payment due dates with intelligent automated reminders and notifications.

Secure Data Management

Maintain client information confidential with bank-level security, role-based access, and data privacy law compliance.

Why Shiven Enterprises Personal Loan CRM?

Personal loan management entails precision, speedy action, and personalized client interaction. Shiven Enterprises Personal Loan CRM has been developed to meet these needs, enabling the processing of the loan applications by the loan consultants while improving customer satisfaction.

Personal Loan Consultant-Centric

Every aspect has been crafted with a view to supporting the personalized processes of personal loan processing.

End-to-End Automation

Automate manual procedures from lead capture to EMI tracking to save time and avoid errors

Centralized Data Hub

Keep all loan information in one secured location readily accessible at all times to make speedy decisions and audit.

Collaboration Tools

Top or solo, communicate and delegate simply.

Scalable & Flexible

Reshape settings and roles as your client base and team grow.

Robust Security Features

Secure sensitive financial and personal data with encrypted storage and implement strict access control

Easy-to-Use Interface

Minimal training needed with an uncluttered, easy-to-use dashboard which is loan professional-friendly

Frequently Asked Questions

Answered all frequently asked questions. Still confused? Feel free to contact us.