Automating Business Operating System for a Loan Brokerage with Zoho


Zoho Implementation


Zoho Consulting
Zoho Implementation
Zoho Integration

The Problem

A loan brokerage agency is facing critical operational challenges due to its reliance on Excel sheets for data management. This has resulted in inefficiencies like lead duplication, unresponsive leads, and manual workflows that delay client onboarding and lender matching. Additionally, the existing system struggles with scalability, causing longer processing times and customer dissatisfaction. There are also significant data security concerns and frequent miscommunications among stakeholders. To address these issues, Digital Radium implemented Zoho CRM and Zoho Creator to automate processes and streamline operations, aiming to enhance efficiency, scalability, and data management.

Our Solution

To address inefficiencies, the loan brokerage agency, along with Digital Radium, implemented Zoho CRM and related tools, significantly enhancing their operations. Zoho CRM streamlined lead management, allowing employees to process up to 90 leads daily, a fourfold increase. Key features included automated lead generation via a custom website form, automated document collection, and a custom partner portal for submitting and tracking leads. Automated telephonic integration improved customer communication, while marketing automation enabled targeted outreach. The integration of essential details into the dashboard facilitated better financial tracking.

Also, we have facilitated digital signatures in their stack to speed up the process of signing deals. The custom partner portal also has a feature where the deals are sent to multiple vendors with a single click. The deals with different vendors can also be managed within the tech stack. These solutions, guided by Digital Radium, have greatly improved the agency's efficiency and business growth.

Here’s What We Did

Services Provided

  • Zoho Consulting
  • Business Operating System
  • Zoho Implementation
  • Zoho Integration
  • third party integration

Tools & Tech Used

  • Zoho CRM
  • Zoho Creator
  • VueJS
  • NodeJS
  • Zoho Sign
  • Floify Integration
Loan Brokerage CRM Implementation

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