Leading home finance firm improves lead management and field tracking with Dista

Background

The home finance organization aims to provide easy home loan access to people in the lower and middle-income categories. It needed a better system to manage its lead tracking process and get complete real-time visibility of its field agents.

Home finance company case study

Challenges

The organization was looking for a better system to manage paperwork as manual handling of documents resulted in data loss. Supervisors needed a way to track the performance of field agents owing to a lack of real-time visibility of their daily activities. Manual allocation and management of leads led to an increase in the volume of missed leads.

Solution

  • Facilitated lead allocation based on priority, proximity, skill, and availability

  • Provided three separate dashboards for sales, inspection, and collection

  • Improved productivity with real-time tracking of field executives 

  • Dedicated app for field agents enhanced communication 

  • Provided various reports, including attendance, expense, productivity, conveyance, and more

  • Developed an attendance module to consolidate monthly attendance of team members for payroll

Value delivered

  • Over 200 field agents managed

     

  • More than 5,000 leads managed monthly

     

  • Expanded to untapped market with pincode-based trade zone definition

     

  • Reduced paperwork by 70%

Highlights

  • Identifying deviations in route using geofencing alerts

  • Expand to the untapped potential markets

  • Improve beat planning and survey procedure

  • Scalable growth with faster disbursals and timely collections 

 

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