Loan firms cannot limit themselves to traditional methods of operations, especially if they want
to succeed in the fast-paced loan market.
To get new and repeat business they must maintain the utmost efficiency during intake, responses,
and closure of loan applications. Kylas helps them do that!
With Kylas, you can ensure faster approvals, minimum manual documentation, and top-notch customer service.
On a daily basis, your DSAs have to handle very large databases and manage leads coming from various sources and channels. Auto-capture application inquiries, respond with instant prequalified offers and streamline verification and funding.
Customize & manage the entire workflow of applications- from inquiry to loan closure seamlessly from one system.
Manage all your processes and teams – Sales, Call Center, Field Sales, and Underwriting – efficiently all from one single platform. Free their bandwidth by automating repetitive tasks so that they can focus on selling!
Your clients are the most valuable assets of your company. You can create an enhanced customer experience for them, with personalized and contextual communication.
Get a complete download on what your team is up to with customizable multi-dimensional reports. Track and monitor your DSA’s meetings, calls, and revenue, on a daily, weekly and monthly basis.
Help your field sales teams stay organized and productive while conducting numerous daily meetings.
You do not want a CRM that keeps your agents tied to their desks. Expand the scope of your CRM application with Remote Access.
Manage all your client-related activities in one place.
Monitor all tasks being done by your agents
Automate processes and eliminate manual errors
Drive sales and renewals with a feature-rich mobile app
Reach out to your clients where they are the most active
Harness the power of your data with advanced data analysis and reports
Integrate Kylas with popular business apps to increase its functionality
Enable your field sales teams to maintain high productivity on-the-go
Store all loan & client related documents in a hassle-free manner
Kylas helps us monitor the work of all our teams. It is user-friendly and has helped us save a lot of time in our operations. I find the features of automation, customization, reporting and API Integration offered by Kylas to be very helpful.
Kylas is a very user-friendly software. The most beneficial feature for us has been Data Management, with which we can feed our clients details by capturing the activities done on a daily basis. The biggest problem that Kylas has resolved for us is that now we can capture all our client data in one software, and then sort it as per our requirement.
Loan DSA CRM enables your agents to scale their productivity, and thereby boost the sales for your business. It is a tool to efficiently manage the data of all your products and clients. Using CRM, this data can be leveraged by your agents to offer the right loans to the right client and close deals faster.
CRM is one of the best investments for any organization. With respect to Loan DSA firms, it greatly adds value to their business and hence gives a great return on investment. The value addition comes from the increased revenue that Loan DSA CRM brings, by making the work of agents more productive and contributing towards higher levels of loan closures.
The most crucial outcome for Loan DSA firms is to be able to achieve high loan closures. CRM can optimize this process, and thereby optimize the entire work of loan DSA firms. This tool can scale the productivity of your teams by automating redundant tasks and allowing them to focus solely on securing loan closures.
