Salesdrive Lending

Revolutionizing Loan Origination and Management
A Dashboard of Salesdrive Lending Apllication

Features

Discrepancy Management
Discrepancy Management
Ask Dot to address discrepancies with clients.
Data Entry & Validation
Data Entry & Validation
Ask Dot to assist with data entry.
Document Upload & Management
Document Upload & Management
Ask Dot to take up and manage documents.
Lead Management
Case Management
Ask Dot to manage and view case.
Quality Check
Quality Check
Ask Dot to check data and docs for quality.
Application Tracking
Application Tracking
Ask Dot to track and present applications.
Loan Application
Loan Application
Ask Dot to autonomously handle applications.
Task Management
Task Management
Ask Dot to create, assign, and manage tasks.
Action-Oriented Live Dashboard
Action-Oriented Live Dashboard
Fully-Automated Workflows
Fully-Automated Workflows

Reasons to Implement Salesdrive Lending

Reasons to Implement illustration
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Faster Loan Origination
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Improved Customer Experience
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Comprehensive Visibility
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Lowered Onboarding Costs
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Enhanced Sales Productivity
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Fraud Prevention
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Seamless Integration
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Robust Data Security & Privacy
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Highly-Scalable; High Performance
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Compliance Facilitation

How Our Customers Are Growing Using Our Products

P photo of Shashank Chapekar, Chief Distribution Officer, Manipal Cigna Health Insurance
We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
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A testimonial photo from Anup Seth, Cheif Retail officer, ETLI
We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.
Anup Seth
Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)
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Choose Your Industry

Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

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