Mobile app based solution that helps the loan officers to easily manage their leads, qualify them and quickly onboard the potential customer
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.
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.
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.
- Master based document check list.
- KYC Proof – Identity / Residential Proof.
- Occupation based Income Proof – Salaried / Self Employed.
- Photo & Signature and other documents required.
Generate the pdf format of loan application form in real time with all the documents attached using the mobile app.
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
SUCCESSFULL CORE INTEGRATIONS
3rd PARTY APIs
Deliver a personalized experience for every customer with goFTR
goFTR App allows you to collate all your customers in one place, no matter the source.
Stop figuring out handwritings, auto generate entire loan application form in pdf and get a clean form every time.
Assign incoming leads manually or automatically with rules, so no potentials slips through the cracks.
Work in tier 2 or 3 cities without internet, sync your data whenever online and connect your core database.
Set up workflow based rules that automate your entire sales process to save more time.
Understand team and individual performance with powerful analytics and use data to improve over time.
Join the customer driven companies relying on goFTR App