62 Dehtyarivska St. Kyiv, Ukraine
Projects
Our more than 10+ years of experience reflected in our products, which are successfully developing and profitable for us and our partners, can now help in the development of your business.
Credit Broker
A credit broker is a CRM system for choosing the optimal lending scheme and complete support of the borrower in obtaining a loan for retail chains, banks and financial companies.
Credit broker functions:
- Analysis of borrower’s documents:
- Passport
- ID-card
- Electronic documents in “Diia“
- choosing the optimal credit program by the borrower’s requests;
- support of the following types of loans:
- POS-lending
- iPOS lending
- Cash loans
- Payment in instalments
- detailed calculation of all related expenses
- clarification of the peculiarities of lending in banks
- formation of a full package of documents for submission to the bank
- preliminary agreement on the possibility of lending to the borrower
- applying for a bank loan
- support of consideration of borrower’s documents in the bank
- providing the bank with documents to the borrower for signature
- SMS-signature
- reducing the processing time of the application
- tracking the status of consideration of an application for a loan by a bank
- Banks
- credit products
- Retail chains and shops
- connecting loan products
- setting up outlets (stores)
- an individual approach to
- setting up each retail network
- integration with retail network systems (for example, 1C)
- Profile management
- Create
- Edit
- Differentiation of access by role
- Activity management
- Filtering
- Logging
- csv export
- xsl export
- pdf export
Insurance Broker
An insurance broker is a CRM system of electronic insurance for insurance agents.
Insurance broker functions:
- Supported insurance types
- Family tourism
- OSAGO/CASCO
- Green card
- Home insurance
- Health insurance
- selection of the optimal insurance scheme in accordance with the client’s requests
- detailed calculation of all insurance-related expenses
- SMS client verification, integration with services for sending SMS messages
- tracking the status of forming insurance
- creating a payment invoice
- automatic contract confirmation after payment
- creating a contract at the MTSU
- obtaining data on contract issuance
- receiving a link to pay the contract
- receiving a link to the contract
- automatic payment confirmation
- csv export
- xsl export
- pdf export
- Insurance products
- Catalogues
- Insurance companies
- Creating tests
- Assessment of the results
- Result statistics
- Profile management
- Create
- Edit
- Differentiation of access by role
- Activity management
- Filtering
- Logging
- Automatic accumulation of payouts for the agent
- Product price adjustments
