Sales funnel, loan origination pipeline and interaction history — the client isn't lost at any stage.
Applications in spreadsheets and messengers, conversation history in employees' heads. Leads go cold, and who's at which stage is unclear.
Every lead and application moves through the pipeline stages, with the full history in the client card. You can see where it's stuck and who to follow up.
Stages from lead to disbursement: the loan pipeline on one board.
Contacts, products, applications and the entire interaction history in one place.
Calls, callbacks and follow-ups — nothing is forgotten.
Conversion by stage and source, process bottlenecks.
Every contact is recorded — continuity when an employee changes.
An approved application goes to MFSys and Credit Online without double entry.
Drag lead cards between stages — the pipeline and conversion recalculate live. Click a card for details.
A loan origination pipeline and client management as part of the single MFSys platform — from the initial application to disbursement and servicing. Funnel, deal statuses and interaction history in one window.
CRM handles the client relationship and the sales funnel, LOS the loan pipeline from application to disbursement. Here it's a single process on one board.
Yes, the funnel and loan pipeline stages are configured to your organization's processes.
Yes — the 360° card stores contacts, products, applications and all interactions.
An approved application is passed to MFSys and Credit Online without re-entering data.
We'll show the funnel and the LOS loan pipeline on your organization's processes.
