Self-serve forms to move your application process online
User-friendly, mobile-optimized application forms ensure a smooth experience for the borrowers. The application can be resumed anytime, thereby enhancing borrower experience and saving the agents’ time. Initiate call center action in case of application drop-offs at crucial steps.
Secure portal and prospect profiles
Give your prospects or customers their own portal to manage their profiles and their active, old, and new applications. For instance: The borrowers can easy-apply for loans, students can easily apply for admissions, manage their profiles, upload documents, check application status, and receive verification & approval notifications.
Secure payment integrations
Integrate your payment modules into LeadSquared portal securely. Allow the completion of the complete application online including admission fees collection or payment for other kinds of applications.
Application completion ratios
Identify the application completion rates across your products, teams, regions, and more. You can even identify the pages or form fields where most drop-offs happen, allowing you to fix the form layouts for higher completion ratios.
Tight integration with your front-end sales operations
Sales, marketing, call centers, services and beyond – everything is completely connected
Track Inquiry Channels
Identify the most effective lead generation channels for new application inquiries.
Automate Application Lifecycle
Connect all the teams and processes involved through the application lifecycle.
Reduce Team Efforts
Initiate call center, sales, or support intervention only when needed via tracking.
Engage prospects, customers, or partners via automated multi-channel campaigns.
Build Custom Dashboards
Customized, hierarchy-based dashboards for your teams to reduce efforts.
Get Complete Analytics
Track the effectiveness of your processes, teams, salespeople, products, and more.