Make the application processes paperless and complete with self-serve forms
Self-serve application forms allow you to increase applications from all your sources
Password-protected login interface for your customers, prospects, and partners
Allow applicants to see their progress, pick-up any time & download applications as PDF
Allow users (prospects, customers, partners) to access portal and forms on mobile
Capture direct interactions with applicants, and reduce hassle with payment integration.
Self-serve application forms, customer profiles, referral management and more
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.
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.
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.
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.
Sales, marketing, call centers, services and beyond – everything is completely connected
Identify the most effective lead generation channels for new application inquiries.
Connect all the teams and processes involved through the application lifecycle.
Initiate call center, sales, or support intervention only when needed via tracking.
Engage prospects, customers, or partners via automated multi-channel campaigns.
Customized, hierarchy-based dashboards for your teams to reduce efforts.
Track the effectiveness of your processes, teams, salespeople, products, and more.
