End-To-End Lending CRM For Faster Loan Disbursal

Our Lending CRM software can enable your business to grow all your verticals, improve your TAT, track employee efficiency, automate workflow, optimise your expenses and disburse loans much faster.

JALDEE'S LENDING CRM SOFTWARE

What Sets Us Apart From Competitors?

Loan Management System

Wizard for creating & approving instant loans. Enables quick integrations with 3rd party loan management systems.

Branded Website & Mobile App

All the parties, such as Dealers, Sales Officers & Admins (CO, RM, OH) will receive custom mobile apps for daily operations

Appointment Scheduler

Schedule, manage or modify all your customer's appointments effortlessly on one dashboard

Document Manager

Collect, store, and access all sensitive information and data on our robust cloud servers

Performance Tracker

Track your employee's performance and all the individual customer journeys to increase project efficiency

Secure Database

Rest easy knowing all your customer and employee information is secure and tracked for better decision-making

Loan Types

1 +

Branches

1 +

Users

1 +

Loans processed

1 CR+

Why Choose Us?

With Jaldee's Lending CRM Software, your business can customise and handle lakhs of transactions daily, enable an instant loan disbursement system, track employees and customer journeys, and automate reporting while ensuring data security and privacy. We can handle all types of loans, such as Property or Business Loans, Vehicle & 2-Wheeler Loans, Personal Finance Loans and more.

Get Started

Why Choose Us?

Financial Expert's Favourite Features

We started our Lending CRM software to bridge the gap between financial institutions and affordable end-to-end loan disbursement software. Moreover, we let you customise the product and offer custom-branded applications such as websites and mobile apps so you can manage your entire business on the cloud! Make way for simplifying your entire workflow and delivering quick loan disbursements.

Avail Free Demo See All Features

Customisable Modules

Customize multiple modules for all use cases according to your organisation's needs

Role-Based Access Control

Ensure that essential modules are only accessible by authorised users

Activity Tracker

We offer advanced tracking for your staff and clients to increase overall efficiency

Custom Reports

Automate custom report generation and receive valuable insights

LENDING CRM RELATED

Frequently Asked Questions

How can Jaldee's Lending CRM solution help my business?

If you are a Bank, NBFC or any other financial institution, then Jaldee Lending CRM is the right solution. Loan Officers Tracking, Simple Loan Creation, Appointment Scheduling, Comprehensive Reports and more ensure that your team meets its monthly targets.

How does the Instant Custom Website & Mobile Applications work?

Jaldee Lending CRM comes with customized websites & mobile apps for your business. Your team can use the website app to update their activities, create loans and more on the go! Access the website or mobile app on any device

How can your solution automate our entire workflow?

Jaldee Lending CRM works for large corporations as well as small companies. Our platform is flexible and can accommodate any workflow. Our team will sit with you to implement your workflow in the best possible manner.

How can your solution ensure high productivity and operational efficiency?

Jaldee Lending CRM produces over 20 different granular reports in real-time so that you can constantly track your performance. We also build custom reports as we understand that every company has different requirements.

How does your Lending CRM help in lead generation?

The most important aspect of lead generation is ensuring that lead-generating activities are taking place and that the enquiries that come in through these activities are promptly followed up. Jaldee Lending CRM comes with a full-fledged activity tracker and an enquiry manager.

Can this Lending CRM be customised according to our needs?

Yes, we can! Reach out to our team at sales@jaldee.com and share your requirements with us.

What's the cost of your Lending CRM Solution?

Lending CRM has custom pricing models, so you must contact our team for more information. Click the "Get Started" button above and complete the form. Or email us at sales@jaldee.com and we'll get back to you.

How do I get started?

Jaldee is Trusted by Leading Businesses and Practices in India