Saarathi is a revolutionary app that is transforming the way loan agents navigate the lending landscape. With over 100+ major lending institutions onboard, agents can easily access and view offers from these banks and NBFCs in real-time. The app's single-view dashboard provides a centralized hub for agents to identify the most suitable lenders for their customers, based on their profiles. Agents can also connect with their customers directly through the app for any queries regarding their loan files. The real-time tracking feature allows agents to stay updated on the status of their customer files and their own payouts. With Saarathi, loan agents now have the power to streamline their operations and provide the best possible service to their customers.
Features of Saarathi:
Single view dashboard: Saarathi provides loan agents with a centralized dashboard where they can view offers from over 100+ major lending institutions. This streamlines the process of comparing and selecting the most suitable lenders for their customers.
In-built intelligence: The app's intelligence-driven algorithm helps loan agents identify the lenders that best match their customer's profile. This personalized recommendation feature saves time and ensures a higher likelihood of loan approvals.
Real-time file tracking: Loan agents can track the status of their customer files in real-time, ensuring that they stay updated on the progress of each loan application. This feature allows for timely follow-ups and effective customer communication.
Connect with customers: Saarathi enables loan agents to directly connect with their customers to address any queries or concerns regarding their loan file. This direct communication channel enhances customer satisfaction and strengthens the agent-customer relationship.
Tips for Users:
Use the dashboard effectively: Take full advantage of the single view dashboard by regularly checking for new lender offers. This will help you stay informed about the latest loan options available to your customers.
Leverage the in-built intelligence: Rely on the app's intelligence feature to identify the most suitable lenders for each customer based on their profile. This will increase the chances of loan approvals and customer satisfaction.
Stay on top of file tracking: Regularly check the real-time file tracking feature to monitor the progress of loan applications. This will enable you to provide timely updates to your customers and address any issues that may arise.
Conclusion:
Saarathi is an essential app for loan agents, providing them with a comprehensive platform to view lender offers, identify the most suitable options, track customer files, and connect with customers. With its user-friendly interface and intelligent algorithm, Saarathi simplifies the loan application process and enhances the efficiency of loan agents. By leveraging the app's features and following the playing tips, loan agents can maximize their productivity and improve customer satisfaction. Download now to streamline your loan agent operations and stay ahead in the lending industry.
