Go Paperless & Automate Customer Onboarding Process
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Manage all your conversation in one place
Visualize your monthly performance with interactive dashboard and take action accordingly.
With goFTR – Pre Sales Module, work on leads assigned, organize meetings, and move leads through your sales funnel — all in one place.
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No internet connectivity? No problem – goFTR app is all you need
Steps based simple, intuitive and gamified experience for filling the entire loan application form that auto saves your work in draft during the offline mode, so no customer details recorded falls through cracks.
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Validate Customer Details
Verify your customer’s identity and residents proof by validating documents like:
- Aadhaar – eKYC using Biometrics / IRIS / Mobile No & OTP.
- PAN No. Verification.
- Capture Driving License No., Voter ID No. and Passport No.
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Capture Customer Documents
- Master based document check list.
- KYC Proof – Identity / Residential Proof.
- Occupation based Income Proof – Salaried / Self Employed.
- Photo & Signature and other documents required.
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Save time, money and paper - generate loan application form in real time
Generate the pdf format of loan application form in real time with all the documents attached using the mobile app.
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Measure your Sales Team’s success with powerful analytics and dashboard
goFTR provides 10 out of the box reports and dashboard.
- Lead Status Report
- Lead Conversion Report
- FOS wise | Branch Wise | Pan India Performance
- User Location & Activity Tracking Report
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SUCCESSFULL CORE INTEGRATIONS
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3rd PARTY APIs
goFTR Benefits
Deliver a personalized experience for every customer with goFTR
Manage all your customers in one place
goFTR App allows you to collate all your customers in one place, no matter the source.
One clean loan application form
Stop figuring out handwritings, auto generate entire loan application form in pdf and get a clean form every time.
Choose owners for every lead
Assign incoming leads manually or automatically with rules, so no potentials slips through the cracks.
Online / offline, keep CORE updated
Work in tier 2 or 3 cities without internet, sync your data whenever online and connect your core database.
Save time managing your leads
Set up workflow based rules that automate your entire sales process to save more time.
Transparent insights
Understand team and individual performance with powerful analytics and use data to improve over time.
Our Clients
Join the customer driven companies relying on goFTR App
Ready to Transform?
Reach out to our team for a personalized demo
Schedule a time with us to learn how goFTR App can help your organization to save time and money:
- Generate digital loan application form in real time
- Make sure the login file is First Time Right
- Reduced overall turnaround of time (TAT) of sourcing to credit appraisal
- Have a digital branch by making complete digital customer onboarding process
- Increase employee productivity and efficiency