Streamline the lending process with monday.com
Simple processes are one of the best ways to improve your business. Want to find ways to reduce costs while increasing your business reach, what will you do? After all, if your business eventually grows (which is the goal), it will cost you more to run.
Streamlining lending processes
If you have a lending business, you may have a system in place to monitor and control your customer processes. There is a way to control and manage everything from the beginning to the signing of documents. The purpose of all this is, of course, to guarantee customer satisfaction.
The business process can be:
- Consumers apply for a loan
- Your representative will call them
- Documents and account requirements are discussed
- Submit and sign the application
- The account has been officially opened
Although this is an important process, other things may be considered, such as:
- Other meetings
- Discussing the potential new customer
- Once the documents are available, contact the consumer to complete everything
- Ongoing account management
The goal of the business process is to provide top customer service in order to increase revenues. It’s easy to release the ball because there’s a lot to control. Risk management must be well controlled in the business process. It’s about gathering everything you need in one accessible place. Process management is a must for every company and one of the best ways (if we say so ourselves) is Monday.com.
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Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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