Case Study: a leading lending firm achieves 30% faster loan disbursals with LeadSquared

a leading lending firm increases loan disbursal rate by 30% with LeadSquared

The customer, a leading lending firm, faced challenges in efficiently processing loan applications and managing its network of Direct Sales Agents (DSAs). They needed to automate their processes to speed up loan disbursals and improve DSA productivity. To address this, they implemented the LeadSquared CRM and marketing automation platform.

LeadSquared provided a comprehensive solution by automating lead distribution on a round-robin basis, integrating IVR for application confirmation, and utilizing a mobile app for field documentation collection. Multiple drip campaigns were set up to re-engage applicants who dropped off. This automation from LeadSquared resulted in a 30% faster loan disbursal rate and a 55% improvement in DSA efficiency for the lending firm.