Close Icon
Protect

Built For Lending Institutions, NBFCs, Small Banks & FIntech Lenders

From Loan to Enquiry to Disbursement Manage it
All in one CRM.

Corefactors Laon Origination System(LOS) captures every loan application, automates RM workflows, keeps
applicants informed at every stage and gives your leadership complete visibility from lead to disbursal

Trusted By Leading Financial Institutions

Capture Every Loan Application. Automatically.

Stop losing applications to manual entry delays and portal silos. Every loan enquiry from your website, mobile app, partner portals, or branch walk-ins flows into a single unified pipeline, assigned to the right RM Instantly

Multi-Channel Intake

Automated capture from website, mobile apps, DSA portals, and fintech API's with source tracking.

Lead Deduplication

Automatically identify duplicate applications by mobile or email to prevent duplicate calls.

Application Scoring

Score applications based on amount, product type, and profile to prioritize high-value leads.

Conversion Tracking

Full visibility into drop-off points and conversion rates at every stage of the pipeline.

Intelligent Application Routing & RM Productivity

Your RMs shouldn't be managing application queues manually Corefactors automatically routes every loan application to the right relationship manager and gives them the tools to work if efficiently from day one.

iPhone 14

Intelligent Distribution

Geography, product, or capacity-based round-robin assignment.

iPhone 14

Task Queues

Clear, prioritized view of pending tasks and callbacks.

iPhone 14

Activity Tracking

Automatic logging of calls, field visits and notes.

Intelligent Application Routing & RM Productivity

Your RMs shouldn't be managing application queues manually Corefactors automatically routes every loan application to the right relationship manager and gives them the tools to work if efficiently from day one.

iPhone 14

Intelligent Distribution

Geography, product, or capacity-based round-robin assignment.

iPhone 14

Task Queues

Clear, prioritized view of pending tasks and callbacks.

iPhone 14

Activity Tracking

Automatic logging of calls, field visits and notes.

A Single, Complete View of Every Loan Applicant

Scattered data slows down lending. Every loan application, document, interaction and communication history lives in one unified applicant profile accessible to every authorized team member at every stage of the process.

iPhone 14

One Centralised Record

A single source of truth per applicant , personal details, loan application history and document uploads consolidated into one pane.

iPhone 14

Validation & Field Mapping

Ensure data hygiene with Lead Validation Rules and dynamic mapping that shows only relevant fields based on prior selectors.

iPhone 14

360-Degree Interaction History

Complete timeline of every call, WhatsApp, email, field visit note, and stage change no switching between systems required.

Automated Communication Across the Entire Loan Journey

From application acknowledgement to disbursal notification --every applicant communication can be automated, personalized and delivered across their preferred channel. No manual follow-up required.

Doorbell
Status Updates

Automated SMS/WhatsApp at every stage.

Add File
Missing Docs

Nudges on Day 1, 3, and 7 for pending uploads.

Envelope
Offer Delivery

Approval letters sent instantly on sanction.

Journey
Configurable Flows

Adapt journeys to applicant behavior.

Automated Communication Across the Entire Loan Journey

From application acknowledgement to disbursal notification --every applicant communication can be automated, personalized and delivered across their preferred channel. No manual follow-up required.

Doorbell
Status Updates

Automated SMS/WhatsApp at every stage.

Add File
Missing Docs

Nudges on Day 1, 3, and 7 for pending uploads.

Envelope
Offer Delivery

Approval letters sent instantly on sanction.

Journey
Configurable Flows

Adapt journeys to applicant behavior.

Your Field RM's Most Productive Tool

Loan origination doesn't always happen at a desk. Corefactors Mobile CRM keeps your field relationship managers connected, accountable, and productive --whether they're at a customer's home or a branch.

iPhone 14

Capture On the Spot

Log applications and upload ID proofs instantly before leaving the customer premises.

iPhone 14

Real-time Updates

Update stages, record outcomes, and trigger next-steps from the field.

Flash On
OPTIONAL AI INTELLIGENCE ADD-ONS

Smarter Lending Decisions Start
with Smarter Data

Layer AI intelligence onto your origination workflow to prioritise the right applications,
surface conversions risks early, and help your RMs focus where it matters most.

Harness the power of AI to analyze every customer interaction across your dealer group.

AirPods Pro Max

AI Conversion Prediction

Stop treating every application equally. AI analyzes behaviour and historical patterns to score yield likelihood.

Intent Signals
Suggested Actions
Goal

AI Call Intelligence

Automatically transcribe every RM call to identify missed commitments and flag escalation risks without manual listening.

Sentiment Analysis
OBJ Tracking
Complete Origination Visibility
Without Manual MIS

Lending heads and branch managers can track every application and bottleneck in real time,
without waiting for manual Excel consolidation.

Lending heads and branch managers can track every application and bottleneck in real time,
without waiting for manual Excel consolidation.

Executive Summary
Total Enquiries
1,240
Applications Submitted
850
Under Review / Processing
320
Approved
420
Disbursed This Month
₹ 14.2 Cr

Application Stage Counts

Real-time pipeline health by stage
Lead Captured
1,240
Application Initiated
850
Document Pending
320
Credit Assessment
150
Approved/ Sanctioned
120
Disbursed
95

RM Productivity Metrics

Individual & team performance

Apps Handled

142

Follow Ups

TAT (Avg Days)

2.4

Conversion Rate

34 %

Top Performer (MTD)

Rahul
Sharma

TAT & Process Bottleneck Analysis

Identify where applications stall — by stage, product, or branch
12 CRITICAL DELAYS
Doc Verification

Stalling +1.5 days above SLA

Delhi Branch

Highest drop-off after Assessment

Credit Review

42% apps waiting for > 48hrs

Why Lending Teams Choose Corefactors

Configurable Workflows

Tailor stages for Home, Personal, BNPL or Microfinance loans.

API First Architecture

Connect to Credit Bureaus, LMS and Core Banking seamlessly

Role-Based Access

Granular permissions for field RMs, Credit and Ops teams.

Enterprise Security

ISO 27001:2002 & SOC 2 Type II certified infrastructure.

Ready to Modernise Your Loan
Origination Process?

With Corefactors LOS, you're not just choosing a CRM - you're choosing a platform built
to reduce application drop-offs, eliminate RM bottlenecks and move loans faster

Book a Demo Now