Organizes loan documentation process,
gives clarity on documentation status of every case,
improves customer grip and
as per Customer type, Constitution, Product and
Type of loan
via Email / Whatsapp in standardized format
with your brand's signature.
at any stage of loan
of cases through Dashboard
and stay updated.
of case status, discussions, expected date of documents and follow-up date.
through sent email where
customers can upload documents
Manage documentation for the entire life-cycle of the loan.
Edit the list or send reminders on the go.
using filters for desired pre-populated list
as per received documents from customer
on discrepancies in received documents
of cases & their documentation status through Dashboard
Great app ! Now I dont have to depend on my Sales manager to send list of documents to customer
Earlier it was a chaos to manage pending list & queries of so many cases in a diary. Now, my life have simplified as I do the same through this app.
I no longer have to come to office and send list of documents to customer. My customers are delighted with prompt communication.
I used to procrastinate communicating list of documents or pendency for end of the day. But with help of this app, I do it right away.
My sales totally depend on documentation from customer. But sometimes it takes weeks or months for completion. With OnTheGo app, I'm able to track documentation status of all cases.
App is so useful, because of this app I'm overachieving my targets. Thank you OnTheGo app!
Can I make my own custom list of documents for sending it to customer ?
Absolutely. All of your data is encrypted using the same SSL technology that banks use to protect your money online.
No worries. You can get all your information back once you log in again on the app.
Indeed, all the data from the app can be easily transferred to the CRM through API integration.
Definitely, just share your lists with us and we would be happy to include them in the app.