全新 AI Agent 模組已上線 — 30 分鐘免費諮詢
全新 AI Agent 模組已上線 — 30 分鐘免費諮詢
全新 AI Agent 模組已上線 — 30 分鐘免費諮詢
adaptive-since2003

Financial Loan Management System

Our system is a comprehensive financial loan management solution designed specifically for Hong Kong finance companies. It enables Hong Kong finance companies to manage their financial loan operations more effectively, improve work efficiency, provide accurate financial and risk assessments, and maintain good communication and application follow-up with clients.

Financial Loan Management

It provides comprehensive management of the loan process, including application, approval, disbursement, and repayment, as well as related inquiries, and can easily handle loan and repayment progress.

SMS/Telemarketing

Recording and analyzing the content of marketing calls can save conversation logs and schedule the number of calls to be made each day, thereby improving marketing effectiveness.

Pre-screening management and follow-up

Assist finance companies in conducting preliminary loan reviews and track the progress of these reviews to ensure the smooth processing of loan applications.

Opening a credit report

It supports the generation of credit reports, including borrowers' credit ratings, repayment history, and financial status, providing a comprehensive financial assessment.

Connect to property valuation database

It connects to a property valuation database, providing accurate property valuation data to help finance companies assess the value of collateral.

Schedule Management

Assist the finance company in managing schedules, including meetings, client visits, and reminders for important matters, thereby improving work efficiency.

Reports and Dashboard Analysis

It offers a wealth of reporting and dashboard analytics features to help finance companies monitor business performance, risk assessment, and financial status.

Loan application case follow-up

Track and manage the progress of loan applications to ensure smooth processing and timely responses to clients' applications.

End-to-end solutions to build a highly collaborative after-sales team.

A comprehensive system application to meet your various management needs.

1. Initial Contact
  • Preliminary financial due diligence
  • Preliminary business due diligence
  • Sign a confidentiality agreement
2. Loan
Management
  • Preliminary Loan Review
  • Value assessment
  • Loan follow-up
  • Credit Report
3. Customer
Marketing
  • SMS/Telemarketing
  • Repayment of principal and interest reminder
  • Subscription and Redemption Management
  • Customer activity analysis
4. After-sales
service
  • Customer Inquiry
  • Customer complaints
  • Membership Services
  • Work Records