Rating: 4.9. Number of organizations: 910

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

CRM for credit brokers

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If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.

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  Who is the developer?

Program screenshot

A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

Companies providing services of credit brokers need business automation, like other financial institutions, in order to minimize the risk of even the slightest calculation errors and timely track credit repayments. In addition, in order to successfully conduct business and strengthen the market position, credit brokers need to use a reliable CRM system. CRM stands for Customer Relationship Management and it is essential for effective customer relationship management. The development of marketing strategies and control over their execution will increase the level of customer loyalty, expand the range of services offered and increase the amount of income received. In order to optimize costs, the most successful solution would be to purchase software, into which CRM tools will already be integrated, so as not to incur the costs of additional programs. The USU Software was developed by the specialists of our company and is based on a personalized approach to each client, aimed at solving user problems, therefore it combines a workspace, an analytical resource, and a database. All operational and management processes will be concentrated in one program in accordance with a unified organizational system, and a clear interface and simple structure will make the work convenient and efficient. Using the functionality of our automated program, CRM processes for credit brokers will be optimized, which will have a positive effect on the results of work in the very near future. You will be able to assess the growth rate of the client base and the effectiveness of each manager in solving this problem, as well as analyze how actively work is completed as well as conclude new broker operations.

The structure of the USU Software is simplified as much as possible for the convenience of users and is represented by three sections, which, due to their wide functionality, allow you to fully manage and control all processes. A universal information base is formed in the ‘References’ section; users fill out catalogs of data on legal entities and divisions that make up the company, categories of customers, applied interest rates. If necessary, the information can be updated, so you will always work with the latest information in your database. The main activity of credit brokers is performed in the ‘Modules’ section. It is here that managers are engaged in the registration and maintenance of credit contracts, tracking debt repayment, and monitoring financial movements. In order to form individual offers for customers, your managers will be able to choose a monthly or daily method of calculating interest, choose different currency regimes, and even calculate discounts. Here, in the ‘Modules’ section, there is a special CRM block for a credit broker. You will be able not only to work on expanding the customer base but also to monitor how your employees are implementing their assigned tasks — how well and how quickly. The CRM system will display information about whether the client's managers called and what response they received, whether the cashiers gave money to borrowers under concluded agreements, etc. This will significantly increase the efficiency of processes, as well as ensure the timely execution of planned tasks. Maintaining a client base will speed up the issuance of borrowed credits since managers will only need to select a client from the list, and adding a new one will take a few seconds. A special advantage of our computer system is the analytical functionality presented in the ‘Reports’ section of the credit broker program. With its help, you will be able to download a variety of financial and management reports, dynamics of income and expenses indicators, analysis of monthly profit volumes. Thus, the USU software is a set of effective control tools, a universal and capacious resource of information, and an effective CRM system for credit brokers. Purchase the USU Software today, in order to confidently scale your business and strengthen your broker market position.

Who is the developer?

The USU program has flexible settings, thanks to which the software configurations correspond to the individual characteristics of the organization of each individual company.

The software can be used not only by credit brokers but also by various microfinance organizations, private banks, pawnshops, and other credit companies. A well-tuned CRM system, which takes into account the specifics of your company, will allow you to develop marketing strategies for advertising services.

Download demo version

When starting the program, you can select the language.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.

Who is the translator?

Documents and reports will be drawn up on the official letterhead of the organization, which will be configured in advance, taking into account all specifics of a credit broker line of work. You can analyze financial indicators and records of various other types of activity for any time period, while the financial information about the company will be presented in clear and concise graphs. To automate the broker's operations as much as possible, the program mechanism recalculates the monetary amounts of borrowed credits taking into account the current exchange rate. When the deal is extended or the credit loan is repaid, the loan amount will also be recalculated taking into account changes in exchange rates, which will allow you to earn on exchange rate differences.

CRM tools available in the USU Software will allow you to identify shortcomings in the work of employees and take measures to eliminate such shortcomings. In order to more actively promote services, users will have access to various ways of informing customers, such as sending the e-mail, SMS messages, voice calls, and even modern digital messengers. Thanks to the analytical capabilities of our software, management can easily monitor the implementation of approved development plans.

Order a cRM for credit brokers

Buy a ready-made program

Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!

CRM for credit brokers