Manage borrower inquiries, follow-ups, field workflows, and lending conversions with more control.
LEMAI CRM for NBFCs helps lending businesses capture inquiries, assign cases, track applicant interactions, manage document collection, and monitor loan-stage movement through a structured workflow.
Ravi Kumar
Documents Pending
Fatima Shaikh
Under Review
Suresh Nair
New Inquiry
Priya Menon
Approved
NBFCs often manage high volumes of borrower inquiries across branches, partners, field teams, and digital channels. Without a centralized system, follow-ups become inconsistent, document collection gets delayed, and managers struggle to track case progress. LEMAI CRM helps bring structure to the borrower acquisition journey.
Common problems NBFC teams face without a structured CRM.
Borrower leads, documents, and status updates are often spread across spreadsheets, emails, and personal communication.
Sales and relationship teams may miss callbacks, document reminders, and applicant touchpoints.
Managers may not have a clear view of where each case is stuck in the approval journey.
It becomes difficult to evaluate sourcing quality, turnaround time, and individual performance.
LEMAI CRM helps NBFCs organize borrower acquisition, sales coordination, and stage-based case handling.
Capture inquiries from branches, partners, digital campaigns, websites, and field teams.
Assign cases by branch, geography, loan product, or relationship manager.
Track callbacks, borrower communication, and pending next actions.
Manage stages: new lead, contacted, qualified, documents pending, under review, approved, disbursed, or dropped.
Maintain borrower details, communication history, notes, and case context in one place.
Track document collection status and pending submissions across teams.
Automate reminders, assignments, alerts, and inactivity escalations.
Track source-wise performance, branch productivity, conversions, and pending cases.
Everything your lending team needs in one platform.
Capture borrower inquiries from digital, branch, and partner channels.
Distribute cases to the right team or manager based on clear rules.
Track every case from inquiry to approval and disbursal.
Monitor pending borrower documents and collection progress.
Give managers insight into workloads, activity, and stage movement.
Measure conversion trends, source quality, and response efficiency.
Track borrower inquiries, follow-ups, and loan-stage progress more efficiently.
Update lead status, visit outcomes, and pending tasks while on the move.
Coordinate case progress and document completeness with better visibility.
Track branch performance, source quality, and conversion movement in real time.
Integrate with website forms, telephony, WhatsApp, lead partners, branch workflows, and reporting systems.
Bring structure to lead intake, follow-ups, case stages, and sales visibility across your lending workflow.