You will get loan processing support on pay-per-conversion basis (industry first).
Project details
Outcome based outsourcing is a new & innovative way for loan brokers to outsource loan processing. It means you only pay for the cases that gets settled / converted. We work harder than you to ensure that your case gets settled / converted.
Our team is well-versed in various CRM software, including MY CRM, Infynity, Salestrekker, Mercury, Flex, Podium, and Salesforce. We can assist you with a wide range of services, including:
-Document renaming and foldering
-CRM data entry
-Product selection with best rates
-Serviceability calculation of different banks
-Order pricing and valuations
-Preparing compliance notes
-Generating the documents to be signed by loan applicants
-Apply online procedures
-Tracking the loans post lodgement
-Communicating with banks regarding file status
-Resolving the MIRs received from banks
-Client retention activities
We understand that every broker has unique requirements, and we can customize our services to meet your specific needs. Our goal is to provide high-quality, efficient back office support so that you can focus on your core business and provide the best possible service to your clients.
Our team is well-versed in various CRM software, including MY CRM, Infynity, Salestrekker, Mercury, Flex, Podium, and Salesforce. We can assist you with a wide range of services, including:
-Document renaming and foldering
-CRM data entry
-Product selection with best rates
-Serviceability calculation of different banks
-Order pricing and valuations
-Preparing compliance notes
-Generating the documents to be signed by loan applicants
-Apply online procedures
-Tracking the loans post lodgement
-Communicating with banks regarding file status
-Resolving the MIRs received from banks
-Client retention activities
We understand that every broker has unique requirements, and we can customize our services to meet your specific needs. Our goal is to provide high-quality, efficient back office support so that you can focus on your core business and provide the best possible service to your clients.
Purpose
BusinessIndustry
Financial ServicesLanguage
EnglishWhat's included $80
These options are included with the project scope.
$80
- Delivery Time 1 day
- Number of Revisions 2
Frequently asked questions
About Jainik
Financial Report Analysis | Financial Statements | Accounting |
New Delhi, India - 12:36 pm local time
ACHIEVEMENTS
- Investment Analyst with Venture Capital Fund focused on Distressed Sector
- Working with different Financial Tools to evaluate investment Opportunities
- Cleared Charetered Accountancy in first attempt
- Well versed with QuickBooks.
- Well versed with Microsoft word
- Well versed with Microsoft excel
- Rank holder in accountancy
Steps for completing your project
After purchasing the project, send requirements so Jainik can start the project.
Delivery time starts when Jainik receives requirements from you.
Jainik works on your project following the steps below.
Revisions may occur after the delivery date.
Application Processing
We enter details in your CRM and make the file ready for submission in ApplyOnline or other platforms
Lender Submission
We upload supporting documents to ApplyOnline and submit the file to the lender.