Improvement in lead conversion rates
Revenue increase per sales person
Improvement in customer retention rates
Increase in customer satisfaction rates
Lending Process
User-friendly application forms, automated back-end processing and more
- Complete loan inquiry capture
- Self-serve application forms
- Self-serve lending portals
Provide a seamless digital experience to your teams with loan application workflows
Preserve your teams’ bandwidth against redundant tasks
- Automated pre-screening checks
- Smart application distribution
- Timely call center intervention
- Dynamic forms for your teams
Build engagement workflows to engage and enroll more borrowers
- Smart borrower segmentation + relevant communication
- Cross-sell opportunity identification
By securely accessing relevant data from Loan Origination System and other tools
- Access borrower info from multiple data points
- Offer generation engine
One mobile app to increase the efficiency of all your feet-on-street teams
- Agents’ daily schedule
- Real-time agent tracking
Benefits we Provide
Benefits Of Lending CRM
CRM increases retail lending sales
An intelligent end-to-end CRM solution is a great sales tool. It streamlines and optimizes the entire sales process
Omni-channel delivery boosts customer engagement
A CRM system, such as Dynamics 365, gives your sales and customer service teams access to your retail loan origination system at the contact center
Eligibility Calculator reduces acquisition costs
TiggerOn's Eligibility Calculator has pre-defined rules to check customers' eligibility when they apply for loans online.
AML and KYC checks help banks enhancing detection with less cost
Optimized and streamlined business processes mean banks can handle automated alerts and case management more effectively.
Automated checks allow instant loan approval
Using Microsoft Dynamics capabilities, TiggerOn defines a list of pre-approved and fully automated loan checks,
Automated workflows reduce turnaround times
A CRM-based retail loan origination system means fewer paper-based processes; leading to faster, thorough, more responsive loan applications and approvals.
Digital processes are more eco-friendly
Migrating from paper-based to digital retail loan origination processes allows financial institutions to be more environmentally friendly.
Single Customer View increases cross-selling
When you have the ability to identify all the accounts and products held by a customer, you can treat that customer as an individual.
Next Best Action ensures a personalized customer journey
TiggerOn is a powerful and easy to deploy digital loan origination solution. It allows financial institutions to make fast.
Integrate TiggerOn CRM with over 150+ apps
TiggerOn CRM works seamlessly with your favorite apps–or find the right app for your needs at TiggerOn Marketplace.
Clients Powering Their Growth With Us
Join The Growing Community Of Lending Using Our Solutions
Basant Finance
Tiggeron has become an indispensable tool for our lending business. It has helped us improve efficiency, enhance customer relationships, and achieve greater success in a competitive market. I highly recommend Tiggeron to any lending professional looking to streamline their operations and drive business growth.
Dhanloans
As a lending business owner, I have experienced firsthand the transformative impact of Tiggeron on our operations. This comprehensive CRM platform has revolutionized the way we manage our clients, leads, and loan processes, leading to significant improvements across the board.
FinOnn
Our loan business has changed significantly as a result of Tiggeron. Its user-friendly interface, robust functionality, and excellent customer service have beyond our expectations and enabled us to succeed and operate at never-before-seen levels of efficiency. To any loan professional wishing to optimize development potential and simplify processes, I heartily recommend Tiggeron
Summup
For my loan company, I've been using Tiggeron CRM, and I can state with confidence that it has changed everything. The platform's sophisticated capabilities and smooth integration with our operations have greatly increased our productivity and client management.
Ryofin
We have found that the lead management features of Tiggeron CRM have been quite helpful in keeping us organized and concentrated on high-potential leads. Our ability to effortlessly monitor lead engagements, schedule follow-up reminders, and organize our workload leads to enhanced client recruitment and conversion rates.
Contact Us
Are you ready to take your business to new heights?
Frequently Asked Questions
In Case, You’re Wondering
A CRM system is software designed to manage interactions with customers and prospects. For lending departments, it helps streamline processes like lead management, customer communication, and loan processing, ultimately improving efficiency and customer satisfaction.
Yes, our CRM is designed to integrate with a variety of lending software and platforms commonly used in the industry, ensuring compatibility and smooth data flow across systems.
We provide comprehensive training and ongoing support to ensure a smooth implementation and continued success with our CRM. Our team offers personalized training sessions, documentation, and responsive customer support to address any questions or issues that may arise.
With an end-to-end real estate CRM, We take data security seriously and implement industry-standard encryption, access controls, and regular security audits to safeguard sensitive customer data stored within our CRM.
CRM software streamlines customer interactions, improves communication, enhances customer service, increases sales, and boosts overall efficiency. It helps businesses better understand their customers' needs and preferences
Yes, we offer a free trial period so you can experience the features and benefits of our CRM website firsthand before making a commitment. Simply sign up for a trial account on our website to get started.
Ask about TiggerOn products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.
