Rating: 4.9. Number of organizations: 425

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

Software USU

Program for loan brokers

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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!

The USU-Soft program for loan brokers is an automation program prepared by loan organizations, to which loan brokers are directly related. The services provided by loan brokers include the selection of the most optimal conditions for obtaining a loan, which the client can use, as well as the preparation of documentation for processing a loan application and sending it to the bank. By and large, a loan broker includes intermediaries who issue bank loans and receive a certain percentage of them as a reward, since the bank reduces rates and application requirements for such loans. The program for a loan broker performs many functions independently, thereby reducing its labor costs and saving time, but most importantly, it simplifies accounting and control over the entire volume of issued loans, since it automatically controls the repayment schedule in accordance with the conditions established for each borrower. The software of credit brokers’ management automates the acceptance of incoming applications and distributes them to credit brokers with a lower load than the rest - the program automatically evaluates by the number of applications assigned to them or being processed.

The application of credit brokers’ management collects all applications into one database - this is a database of loans, where applications that have come even just for calculation are saved - they are saved as a reason to contact a potential borrower. To place an application, a loan broker opens a special form in the software, which is called a loan window and contains pre-built fields of filling out, having a special format to speed up the data entry procedure. This is either a menu with multiple answers built into the cells, or a link to go to another database such as a customer database. But this format of cells in the program of loan brokers’ management is more important for the current data, since the primary information is loaded into the program by traditional typing from the keyboard.

Who is the developer?

If a client turns to a credit broker for the first time, he or she first registers the customer in the client database. The first software requirement, which is present in any USU-Soft system, is a CRM format - one of the best in working with clients. To begin with, the CRM system notes the personal data and contacts of the future borrower, and also indicates the source of information from where he or she learned about the loan broker organization. This information is needed by the software to further monitor the advertising sites that the organization uses to promote financial services. After registering the customer, the program of loans management returns to the loan window, although the borrower's registration can be carried out directly from it, since the link to the client database in the program of broker accounting is activated - you need to go to the appropriate cell. Following it, the credit broker organization selects a client in the CRM system with a mouse click and immediately returns back to the form.

Next, information on the loan is added to the program: the loan amount, payment terms - in equal installments or interest first, and the full amount at the end. Based on this decision, the software automatically draws up a repayment schedule taking into account the selected conditions and generates the documents necessary for signing, while simultaneously sending a notification to the cashier about the need to prepare the required amount for issuance. The borrower signs the contract prepared by the program of broker management and, at the direction of the manager, who received a response from the cashier about the readiness of the funds, goes to the cashier. All stages of registration are recorded by the software step by step by assigning a specific status and color to each stage, which allows you to establish visual control over the process, including the time of execution.

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?

The application has many different states and, therefore, colors, according to which the credit broker monitors its execution, including the timeliness of payments, repayment, delay, accrual of interest. The program displays each current action in color, thereby, allowing you to visually control the execution of the loan. In this case, the change of statuses and colors is made in the software automatically based on information that comes to the program from other users. A cashier issued money and noted this fact in his or her electronic journal, confirming it with an expense and cash order generated by the program itself, which is also saved in its own database. Based on the cashier's mark, the program broadcasts the information further, changing the associated indicators, including the status in the loan database and its color. When a payment is received from the borrower, the program generates a new receipt and cash order to confirm it, on the basis of which the status and color in the loan database changes again. The manager can simultaneously accept and issue new loans, monitoring the current activities of the past. The software has the task of speeding up work processes, increasing labor productivity and, accordingly, profit.

The program provides separate access to everyone who works in it, presenting to everyone the amount of official information that he or she needs to perform his or her duties. To do this, users are assigned personal logins and security passwords. They form separate work areas and personal electronic forms. Confidentiality of service information is protected by a reliable login system, and its safety is ensured by regular backups carried out on a schedule. The software provides a multi-user interface, so all users can work simultaneously without the conflict of saving their information. All electronic forms are unified - they have the same filling method and the same data presentation. This speeds up the work of staff when working in different documents. Each employee can design his or her workplace with any of more than 50 options for the proposed interface design. Any of them can be easily selected in the scroll wheel. The software forms several databases, all have the same structure of information distribution: at the top there is general data, at the bottom there is a panel of tabs with details. The CRM system is a reliable repository of information about each borrower. It contains their personal information and contacts, copies of documents, photographs and loan agreements.

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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!

Program for loan brokers