The name of the base system (platform): | Microsoft Dynamics CRM |
Developers: | CMD-Soft |
Branches: | Financial services, investments and audit |
Technology: | CRM |
A system does not demand from users of special skills (the interface simple and intuitive, supplied with videocourses for independent studying), helps users with work, executing automatic checks and sending notifications by e-mail at all stages of work with the credit request. At the same time a system allows the staff of partner banks to enter independently customer information and the apartment, to check compliance of the client to the minimum requirements, to calculate a maximum amount of the credit and, if necessary, to introduce amendments at any stage.
The specialist of partner bank also has an opportunity to unload from M.A.R.S. all data in Excel file with further export to the system of the bank. Further, thanks to M.A.R.S., it is possible to create a complete packet of the main documents signed during the transaction. It allows to minimize an error probability, caused by a human factor. Standard forms are loaded in current status; all process of formation of documents takes 5–7 minutes.