Krefindo as a digital loan broker is searching for tailor-made loans for its customers on favorable terms. We helped digitize the application process. The credit application was filled out together with the customer before, now the customer can fill out and submit his application independently and flexibly online. In the application process, the data entered by the customer helps to forecast in real-time whether the credit application can be granted.
We created a new WordPress theme for Krefindo and integrated a customer portal with which a user account can be created. In the customer portal, the borrower can log in with the registered data and view all the loans applied for and their processing status. With new credit inquiries, the user data can be taken directly from the last credit inquiry.
The credit inquiries are transferred to a cloud-based CRM pipeline management tool, with the help of which the employee responsible can view and process the inquiries received. The manual transfer of an application from paper to the system is no longer necessary, the process has been digitized and this has increased speed. In addition to our role as developers, we also advise our customers and ensure a productive workflow for them. Together with krefindo, we evaluated various CRM systems and agreed to use the Pipedrive system, which is very easy to use from a user perspective. It offers developers detailed API documentation.