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Knab Finance is a digital first NBFC where speed is central to the business. Customers can check loan eligibility in minutes and receive same day disbursal. However, their partner onboarding engine was not moving at the same pace.

Channel partner onboarding and outreach were managed on spreadsheets. Calls happened, but tracking did not. Follow ups depended on individuals. As partner volumes increased, visibility dropped and scaling became difficult.

To bring structure, compliance, and clarity to their partner onboarding vertical, Knab Finance decided to bring Corefactors CRM back into their ecosystem.
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About Knab Finance

Knab Finance is a Delhi based NBFC operating in the BFSI sector. The company offers secured loans against mutual funds, shares, and bonds through a fully digital loan journey.

The business runs on two models.

• Direct to Customer
  Customers check eligibility online and complete the loan journey digitally.
  
• Partner led (B2B2C)
  Mutual fund distributors and channel partners refer customers and drive loan disbursals.

While the direct channel was already optimized, the partner led model needed a system that could support growth at scale.

‍Challenges Before Corefactors CRM

1. Partner onboarding trapped in spreadsheets

Partner leads, interactions, and follow ups were tracked on Excel. This led to:

• No visibility into call logs or recordings
  
• No clarity on how often partners were contacted
  
• No clear view of partner stages like approached, empaneled, activated, or contributing
  
  

2. No structured call performance tracking

Without centralized telephony:

• Call volumes could not be monitored
  
• Agent performance was difficult to assess
  
• Call audits were manual and time consuming
  
  

3. Compliance gaps in promotional calling

NBFC outreach requires 140 number compliance. Excel based workflows could not support compliant calling, creating operational risk.

4. Limited visibility into the partner funnel

Tracking the complete journey from lead to disbursal was nearly impossible at scale:
Lead → Empanelment → Activation → Disbursal

5. Manual QA that slowed decision making

Managers had to listen to calls one by one to assess quality. Identifying weak conversations or coaching opportunities took too long.

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Why Knab Finance Chose Corefactors CRM (Again)

Knab Finance had previously used Corefactors CRM for their D2C business. While they later explored another vendor for advanced automation needs, Corefactors remained the right fit for their partner onboarding requirements.

Learn more: Abhi Loans Disburses 150 Cr+ in A Year While Handling 150+ Calls per Day per Agent.

The decision to return was driven by:

• A strong working relationship with the Corefactors team
  
• Value for money
  
• Seamless lead and call management
  
• Built in 140 number compliant calling
  
• Clear tracking of partner funnel stages
  

“The current requirements of our partner onboarding team were very well supported by Corefactors CRM, so we decided to move forward with them again.” - Vidit Mathur, Digital Marketing Manager

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How Corefactors CRM Transformed Partner Onboarding

1. Centralized lead management and structured allocation

Partner leads were captured in one place, assigned clearly, and tracked end to end. Ownership became visible and nothing slipped through the cracks.

2. Complete call visibility with telephony insights

With Corefactors’ integrated telephony, the team could track:

• Number of calls made
  
• Connection and pickup rates
  
• Agent calling time
  
• Call recordings for audits
  

Managers finally had reliable performance data to work with.

3. AI powered call intelligence and automated reminders

Instead of relying on memory or spreadsheets, agents received automated reminders and insights on which partners needed attention next. The CRM actively guided daily work.

4. Full 360° visibility into the partner journey

Every partner’s progress from first contact to activation and disbursal was visible in one system. This enabled better prioritization, forecasting, and funnel management.

5. Smarter QA with sentiment analysis

Sentiment analysis emerged as a major differentiator.

“This tool is extremely useful for QA teams. Instead of listening to every call, managers can quickly identify high or low quality conversations and give targeted feedback.”  - Vidit Mathur, Digital Marketing Manager

He also highlighted that many other CRM vendors in their ecosystem do not offer this level of call intelligence.

6. Enterprise grade security and compliance

Corefactors provided the confidence to scale with ISO/IEC 27001:2022 and SOC 2 Type II certifications, ensuring data security and compliance readiness.

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Results Achieved

The impact was visible within weeks:

• 100 partners empaneled in a single month, the highest in the last 3 to 4 years
  
• 1,000+ partners reached, with approximately 10% conversion
  
• Faster movement across the partner funnel
  
• Better agent coaching and performance optimization
  
• A clean, compliant, and scalable communication setup

With Corefactors CRM as the backbone, Knab Finance now has a partner onboarding engine that moves as fast as their lending business.

Client's Love 💙

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Ongoing Collaboration and Product Feedback

Knab Finance also shared enhancement suggestions around:

• Bulk level partner activity visibility
  
• Partner wise weekly and monthly performance dashboards
  
• Easier funnel progression tracking
  
  

The Corefactors product team has incorporated these inputs into the roadmap.

“Your inputs are extremely valuable to us. We will keep you informed as these features are rolled out.”
- Thulasipriya D, Corefactors CRM

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