Industries

One system.
Six ways to lend.

Every financial institution speaks its own language. FintecCRM is set up with your products, your stages and your words, so your team uses it from day one.

01Credit unions

Credit unions

For: Savings and credit cooperatives, with one branch or many.

Day to day

Members write on WhatsApp, call the branch and ask on Facebook. A different person handles each channel and nobody sees the member's full history.

How it fits

Every member has one file with all their conversations, their branch and their officer. Each product has its own pipeline, and seasonal campaigns land in the file of whoever replies.

02Banks

Banks

For: Commercial and community banks: retail, small business and branches.

Day to day

Requests come in through the website, the call center and the branch. Follow-up depends on who took the request and whether they remember to call back.

How it fits

Every request lands in one inbox, gets assigned to a banker and has an owner and a date. Management sees what is stuck and where, by branch and by product.

03Finance companies

Finance companies

For: Consumer finance companies handling a high volume of applications.

Day to day

High volume, little patience. Applicants write to several lenders at once and usually go with the first one that answers.

How it fits

Every application is acknowledged in seconds and a loan originator picks it up right away. Incomplete ones are not lost: the system writes back and the originator sees exactly what is missing.

04Lenders

Lenders

For: Private lenders, microcredit and small commercial loans.

Day to day

Small teams that do everything: answer, evaluate, collect and renew. Whatever is not written down gets forgotten, and the client who hears nothing walks away.

How it fits

One place for the inquiry, the evaluation, the documents and the renewal. Reminders go out on their own and every loan officer sees an organized day on their phone.

05Mortgages

Mortgages

For: Mortgage banks, mortgage departments and brokers.

Day to day

Long processes with many hands: appraisal, title, insurance and closing. The client asks "how is my case going?" and the answer is scattered across emails.

How it fits

Every case has its document checklist, its dates and its mortgage officer. The client knows what is missing, the officer knows what comes next and the closing is coordinated with every party.

06Auto

Auto financing

For: Credit unions, banks, finance companies and dealers that finance vehicles.

Day to day

The buyer is at the dealership right now. If the answer is slow they sign with someone else, and the application gets lost between calls and emails with the dealer.

How it fits

Dealer applications go straight to the officer on shift with the full file. The dealer gets a fast answer and the officer sees the status of every deal on one board.

Another kind of institution?

If you serve people who borrow, save or move money, it adapts.

Stages, products, roles and words are all configurable. The principle stays the same: every person gets an answer and every step is measured.

Credit cards

Applications, activation and follow-up for every card, with its own pipeline and owner.

Money transfers

Clients who come back every month: reminders, campaigns and service on WhatsApp.

Leasing and credit insurance

Quotes, documents and renewals, each with a date and an owner.

Show us how your institution works.

In 30 minutes we walk you through the system with your products, your branches and your stages.

Book a demo