GBS is a Peruvian company that provides specialized process and consulting services, and high-level training in…
- Automate loan application captures and have them fed directly to Zoho CRM.
- Track incoming loan applications and redistribute accounts to the the sales team's mobile devices.
- Integrate multiple APIs for real-time data exchange with various banking institutions.
- Ability to automatically feed loan options into the CRM based on proprietary loan algorithms.
- Prepared the data structure and necessary API integrations for the exchange of loan documentation and application results with financial institutions.
- Integrated a synchronized marketing automation platform (Zoho Campaigns) to initiate custom lead generation and customer nurture/management campaigns with real-time visible Click-through rate reporting.
- Created custom web-based forms that fed directly into the CRM, including multiple document submissions, Java-based e-signature capabilities, and automatic contract generators compliant with banking requirements and document specifications.
- Bidirectional data transfers between United Capital's CRM and custom bank applications allowing loan application reviews, pre-approval, loan options, and contracts to be delivered directly to the applicant's record inside the CRM.
- Saved hundreds of man hours by streamlining loan application processing into a single CRM instance.
- First 3 weeks in function allowed for more than 1700 real-time applications received flawlessly.