CreditEd is a complete CRM and loan tracking for a micro finance company. It supports the process completely starting with a automated lead evaluation from lead providers, automatic routing and qualification of leads, automatic assignment of leads to agents, automatically taking repayment, assigning a lead to collection or classifying a load as bad loan.
Secure User login
Lead Generating System
Lead to Customer
Add/Approve/Manage Loan for customer(Loan Management)
Multiple payment gateway integrations like FDDG, Stripe, USAePay, ACH , JJS, TJS. Paymentico Payment, Secure EMI payment ,
Super admin can setup multiple companies and then each company manage its Lead,Customers,Reports,Loan.
The user can apply for the loan which comes into the system as a Lead. Representative can verify those leads and approve, decline and put on hold status.Admin Representative convert verify leads into customer and later on pass loan to that customer
Admin can create different loan products for the customer.