Customers can now easily apply for credit request as easy as buying clothes in the eCommerce website. eForm is built to help your verification team provide the customer needs while upgrading your operational procedure from the conventional method —with so many steps— to a simple method that will save you so many hours.
eForm helps in processing registration & requests of anything that your customer applies. For example, a credit payment request can be helped from your merchant partners (eCommerce, retail store, etc.) or even integrating your mutual fund business to your selling agents.
With the support of our eForm platform, your team of:
- Agent / Account Executive
- Marketing Support
- Phone Verifier
- Approver / Credit Analyst
This team can manage the application requests and engage with customers. Using a mobile app as well as backend software to keep the application process on track.
What would you get by purchasing this product?
As customers applied for a request at your partnered merchant’s platform, your agent’s mobile app will be notified, enabling them to perform the next step in the application process.
Our integrated system has proven to make the team working more efficiently and properly since the system is capable to connect the team in real-time.
Various Lead Source
eForm allows your agent / account manager’s mobile app to receive requests from many sources, such as
- Retail Store
- Travel Agent
- Selling Agent
- Direct Customers
- and other merchants
so your business opportunities will be bigger and more flexible.
Simple & Effective Process
Your team will rapidly receive requests from your partnered merchants to be processed. By going online with mobile and web app technology, eForm is accessible anytime and anywhere, keeping the process on a simple & effective way.
Digital Wet Signature
After your customer receives a green light upon their request, your account executive & customer can both appoint a suitable meeting time and place, then digitally sign the approved document that will be directly received by back-end staff to be processed.
A very useful feature to give a digital wet signature on documents as it is signed directly by the customers on the meeting utilizing the touchscreen.
Here is the detailed feature for your Agent / Account Executive
01. Application Management (Mobile-Based)
For your front liners, eForm has the best feature to help you in handling every application that you have received. The system is connecting your front-end staff and back-end staffs in real time. If there’s something wrong with the application request, verification team can inform the Agent / Account Executive directly to retake the photo and edit customer data.
Besides these two features, Application Management also helps you with:
Making an appointment with the customer
(through compatible apps)
Sending the completed data onto Marketing Support and Phone Verifier
02. New Application Form
Fill in customer’s application only with the help of your smartphone app and camera. When the customer got a green light, eForm can save both of your customer and the team’s time with a digital signature feature that is connected with the rest of the verification team.
Here are the detailed feature for your Marketing Support
03. Application Detail
Helps Marketing Support to monitor application list and inspect the detail, such as:
- Customer data
- Company data
- Spouse data
- Supplier info
Detailed info does not only help Marketing Support in checking the customer background, but it will also help the whole team to analyze the suitability of a customer, so their application can be continued to the next process.
04. Application Management (Web-Based)
Backend platform helps Marketing Support to filter every application request that has been sent by Agent / Account Execs. There are three simple buttons:
- Retake photo
- Assign edit
This functions will ease the process of making the decision to move the process to the Phone Verifier or return it back to the Agent / Account Executives if there were some incomplete data and bad-quality photos.
05. Application Report
Our system helps to manage and analyze every single credit application that has been received. The data will be served as table and chart data, so it will feel a lot simpler to be projected.
Here are the detailed features you will get as a Phone Verifier
06. New / Old Applicant
As Phone Verifier received the confirmation from Marketing Support, the process will be continued to the phone verifying process. To save time, the verifying process is separated from two options which help Phone Verifier role to record the applicator as old / new customer.
Here are the detailed features you will get as an Approver / Credit Analyst
Before confirming the applied requests, history feature will help to make sure that it has completed every stage of evaluating procedure.
Data received from your Phone Verifier will then continue on by the Approver / Credit Analyst, whether the data is approved or declined.
- If everything is well and the request is approved, the customer will receive a confirmation such as a Purchase Order (PO).
- Otherwise, if it’s not approved then the Approver can simply decline the application.
As the application is finished and finalized, simply click ‘submit’ button to confirm.