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From the first loan enquiry to final disbursement and ongoing recovery — Corefactors gives financial
institutions one unified, intelligent platform to eliminate operational silos and accelerate revenue.
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Growing loan books demand modern infrastructure. Without it, even the best
teams leave revenue on the table.
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Corefactors maps to every stage of your lending process — so no
application goes untracked and no borrower relationship goes unmanaged.
Capture loan enquiries from web forms, calls, missed call campaigns, WhatsApp, and lead aggregators — all funnelled into one pipeline.
Track applications across configurable stages with owner reassignment, activity logs, and optional integrations with KYC or credit-scoring platforms.
Automate disbursement notifications, onboarding communication, and repayment schedule setup via multi-channel journey workflows.
Run structured EMI reminder campaigns,
escalation workflows, and field recovery visit
tracking — all coordinated from one platform.
Renewal campaigns trigger automatically;
claims are resolved with full SLA visibility
One centralised pipeline from first enquiry to final disbursement — with complete visibility at every stage for every stakeholder.
Connect contact forms on your website to funnel leads directly into the CRM.
Create or integrate landing pages for lead generation without manual export/import work.
Capture leads directly from forms within your mobile applications automatically.
Connect contact forms on your website to funnel leads directly into the CRM.
Reach borrowers where they are — without leaving the CRM. Every outreach channel is natively built in, so your team spends time selling, not switching tabs.
Two-way WhatsApp communication built in — integrates with Gallabox, Gupshup, Wacto, AISensy, and more
Launch bulk SMS and email campaigns directly from the loan pipeline — no module switching
Missed call campaigns for inbound borrower acquisition — simple to run, easy to track
AI-assisted email composition drafts contextual outreach based on borrower profile and loan stage
Reach borrowers where they are — without leaving the CRM. Every outreach channel is natively built in, so your team spends time selling, not switching tabs.
Two-way WhatsApp communication built in — integrates with Gallabox, Gupshup, Wacto, AISensy, and more
Launch bulk SMS and email campaigns directly from the loan pipeline — no module switching
Missed call campaigns for inbound borrower acquisition — simple to run, easy to track
AI-assisted email composition drafts contextual outreach based on borrower profile and loan stage
One missed reminder can cost a disbursement. Corefactors automates precision outreach across the full loan lifecycle — so nothing slips through.
Trigger multi-channel journeys on stage changes, document updates, or inactivity
EMI reminder sequences via SMS, WhatsApp, and call — reducing delinquency automatically
Auto-create tasks, assign agents, and schedule field visits based on borrower events
Journeys can also be triggered via external events — enabling potential connectivity with other platforms in your lending stack
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Regulatory expectations on grievance redressal are rising. Corefactors gives your team a structured, auditable system to handle every borrower complaint — without missing an SLA.
Tickets auto-created from multiple inboxes (help@, grievances@, escalations@) and routed instantly
Smart auto-assignment to available agents — no ticket goes unattended, even during peak load
Shareable ticket tracking link for borrowers via SMS or WhatsApp — zero follow-up calls needed
Complete activity timeline — every status change, field update, and assignment logged for full audit readiness
Regulatory expectations on grievance redressal are rising. Corefactors gives your team a structured, auditable system to handle every borrower complaint — without missing an SLA.
Tickets auto-created from multiple inboxes (help@, grievances@, escalations@) and routed instantly
Smart auto-assignment to available agents — no ticket goes unattended, even during peak load
Shareable ticket tracking link for borrowers via SMS or WhatsApp — zero follow-up calls needed
Complete activity timeline — every status change, field update, and assignment logged for full audit readiness
Raw call data is worthless without insight. Corefactors analyses every borrower interaction to surface what matters — so your team acts on intelligence, not guesswork.
Call sentiment analysis — understand borrower disposition without listening to recordings
Buying signal detection flags high-intent borrowers for immediate priority follow-up
Automated call summaries and next-action recommendations — no manual note-taking
Agent performance scores with coaching indicators — improve team output at scale
Most CRMs are designed for generic sales pipelines. Corefactors is purpose-adapted
for the complexity, compliance, and communication demands of lending operations.
Every tool — lead management, communication, automation, support, analytics — is built on a single platform with no integration tax. Data flows seamlessly across the loan lifecycle without API gymnastics.
Loan officers and operations managers can customize pipelines, validation rules, assignment workflows, and automation journeys without writing a single line of code — adaptable to any lending product or process change.
Corefactors' AI intelligence layer is designed to produce tangible outcomes — faster loan officer response, smarter recovery prioritization, and fewer missed disbursements — not just surface-level analytics.
Multi-Factor Authentication, role-based access control, data field masking, and full audit trails ensure your borrower data is protected and your operations remain compliant with financial data protection requirements.
From individual agent call performance to portfolio-level pipeline health — Corefactors provides decision-makers with the dashboards and analytics needed to act on data, not assumptions.
Corefactors' support team is consistently rated exceptional by financial services customers. With rapid onboarding, dedicated account ownership, and SLA-backed response times, you are never just a ticket number.
Lending operations have unique demands that a standard CRM simply cannot address. Here's what financial institutions consistently identify as decisive advantages.
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Stage-Specific Borrower Forms
Different loan stages require different data. Pre-sanction, post-sanction, and disbursement forms are configured independently — agents see only what is relevant at each stage, reducing errors and processing time.
Loan applications and support tickets are never assigned to agents who are on leave or offline. The system checks real-time attendance and routes only to active, available team members.
Most CRMs log calls. Corefactors analyses them — providing 12 call-level metrics per borrower, including first-connected TAT, total connected calls, and AI sentiment scoring for every interaction.
Borrowers can track grievance ticket status in real time via a shareable link — reducing inbound query volumes and improving customer satisfaction scores, which directly impacts regulatory assessments.
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Daily Disbursement Increase
Response Time Cut
Increase in Successful First Contact Calls
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See how Corefactors can consolidate your entire loan lifecycle into one intelligent,
high-performance platform — built specifically for financial institutions like yours.
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