Automate your lending process with SalesTech

When you’re a lender, it’s really important to understand exactly who your customers are. A highly accurate underwriting and kyc process is, therefore, essential – but that can be very expensive and time consuming. 

From analysing applicant spending habits to creating accurate eligibility reports, our SalesTech automation platform simplifies and speeds up the entire process.

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Streamline your business with credit process automation

Our credit process automation platform utilises a range of easy to use apps that integrate with your underwriting process to give you instant, AI-driven decision making capabilities. SalesTech’s apps allow you to use custom forms, open banking and document upload systems to instantly build out an accurate profile of every applicant.

Our consumer lending
decision engine

SalesTech is a unique credit decisioning engine, designed to give you total control over the way in which applications are approved or denied. Set the criteria required for approval, choose the apps you want to use, and our decision engine will produce an automated eligibility report within seconds of an application being made.

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Automated loan
eligibility reports

With our apps and decision engine being used, we automatically produce reports to inform you of the eligibility of an applicant for your financial products. Our eligibility reports deliver instant, accurate information that allows you to either manually approve or deny applications, or simply set SalesTech’s scoring system to your own criteria, automating the entire process.

Insights

Analysis

The benefits of risk-based decision making

The benefits of risk-based decision making Risk. It’s an inescapable factor that must be considered when you operate in the B2B lending, brokerage and wider finance spheres. When it comes

Analysis

Automating B2B due diligence

Automating B2B due diligence Due diligence is an essential part of the onboarding process for any B2B organisation. When large sums of money are involved – as is the case

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We build digital automation solutions that help drive efficiency, productivity and profitability for our clients in the finance sector.

Answer a few short questions and one of our Project Directors will be in touch.

Which of the following best describes your business?

1

Do you currently use any online forms as part of your lead generation?

2

Which CRM does you currently use?

3

Tell us more about your project

4

Could we take a few details?

5