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Project

"The reliable house" began implementation of CRM

Customers: Reliable house

Moscow; Consulting, including managerial and personnel

Contractors: CMD-Soft
Product: Microsoft Dynamics CRM 2013
На базе: Microsoft Dynamics CRM

Project date: 2014/05

On May 27, 2014 the CMD-Soft company announced the beginning of the project on automation of activity of the service agent of "Agency for housing mortgage lending" (AHML) - NADEZHNY DOM (Ltd) company. Within the project it is necessary to automate processes of service support of mortgages on the Microsoft Dynamics CRM 2013 platform according to standards of AHML.

Project Tasks

Special attention in the project will be concentrated on processes of extrajudicial settlement of arrears on payment of monthly annuity payments and control over insurance coverage of mortgages.

For ensuring rapid response and control integration between Microsoft Dynamics CRM 2013 and the accounting system of customer company is planned. The developed solution will allow specialists of the service agent to monitor in the mode of "single window" changes on the arrived payments, to execute and fix all procedural actions for work with borrowers, including: direct notifications on all available channels, create documents and prepare the planned reporting.

"Creation of the IT system for effective technology support of professional activity – one of our priority tasks. We considered different offers and, as a result, stopped the choice on the Microsoft Dynamics CRM 2013 platform and on impressive experience of specialists CMD-Soft on business process automation in banking and financial sector. We hope that as a result of cooperation the solution fully answering to our tasks will be created" - Igor Sesnev, the chief executive of Nadezhny Dom Ltd noted.