Carry the Direct Employee Portal App in your pocket. Sales and Customer service is just a touch away with Direct Employee Portal App. It is user friendly, convenient and secure.
Direct Employee Portal App will give flexibility to use it anywhere & any time. This will help in increasing the productivity of sales, Operations and customer service with customers information on their fingertips. Key features of Direct Employee Portal App.
1. Ease in customer on-boarding – Complete the entire customer on-boarding in just few minutes from anywhere, without the need to travel back to office for login completion
2. Document Management – Document status update and end to end document dispatch functionality
3. Customer Servicing – Tracking and closure of service request
4. Application Tracker – Get complete status on the applications logged in till the loan closure
5. Alerts and Push Notifications – Receive alerts and notifications and a quick preview on important actionable
6. Send link to customer – Send a link for application processing, commercial confirmation to the customer mail ID and mobile number from his own device
7. Maps Way for Document Pick up – While scheduling the appointment you can directly click on maps option from your app which will automatically pick up the customer’s address & guide you with the exact way with the help of google maps. IT will be helpful in saving your time & will take you to the exact location as well.
8. Take a photo & browse a photo – This is a functionality from which you can click the picture of customer’s document & directly upload it on the employee portal. Option of browse is additionally available as that of desktop.
9. Check in functionality – Employee will be able to check in post reaching out to customer’s location, which will solve the hassle of taking photo in front of the property.