35
Customer Onboarding
for
SNAPSHOT OF FEATURES
Digital Customer Onboarding Software For Lending Companies in India
Our Numbers Say About Us
Lending Companies Using goFTR
Active User
35
Loan Applications Per Year
35
Crs Potential Loan Book Size Managed till Date
35
FEATURES
Onfield RM And TL Login File App
Online / Offline App
Offline capabilities to seamlessly work with
low or no
internet connectivity.
App Can Work On Any Android Phone Giving Flexibility For BYOD For RM.
TL / Supervisor View
TL can on the go see performance of all the
team members.
Configurable Document Master
Set document master as per your company
policy. Inbuilt
compression engine to optimize document size.
FEATURES
Paperless Onboarding
OCR and online verifications of PAN, Aadhaar, Driving License, Voter
ID etc.
Internal dedupe of applicant along with multiple bureau
integrations.
Multiple payment mode like Cash, Online, UPI, Cheque, Bank transfer
available.
Generate digital loan application form on the go.
All verification APIs and documents captured are location tagged.
FEATURES
Wavier And Deviation Approval Management
FEATURES
Login File Review Checker Panel
FTR Application Submission
Reviewer can check all case application data
and documents
before submission to credit.
Editable And Sendback
Reviewer can either edit or sendback case
for discrepancy
and perfection.
Performance Dashboard
Lead to Login Ratio
Measure and evaluate performance
of RM
based on number of leads qualified and converted to Login.
Compare Performance
View and compare leads and lead
source
performance at PAN India level with drill downs (state wise / region wise /
city wise / branch wise / user wise) .
Location Tracking
View and Track your onfield RM
for each
login file submission, documents and IMD collection.
INTEGRATIONS
Multiple Integrations
Integrated with 17 + 3rd-party APIs for faster onboarding
Integrated with API’s (One Money , Mpos, Equifax , Razorpay , CCAvenue , Billdesk , Phonepe UPI ,
Paynimo , NSDL , Karza ,
Equence , Cashfree payment gateway , Setu , Signyz ,Zoop One , Experian and Ezetap. )
Solutions For
HFC
NBFC
Banks
SFB
Who Can Use
go FTR Customer Onboarding Software supports
On field loan
officer
officer
Operation
/Credit
/Credit
Management
DSA
Supervisor
Clients Who Trust Us
TESTIMONIALS
What Our Clients Say About Us
-
“ With the help of technology solutions goFTR provided by i-XL, our overall turnaround time (TAT) has improved considerably as reflected in the loan origination to disbursement time period reducing from 35 days in FY18 to 16 days in FY19. Also reduced cost to income ratio from 55.23% in FY18 to 38.82% in FY19. ”Kartik MehtaBusiness Strategy Manager
-
“ goFTR has helped us to increase the rate of getting the loan application form first time right (FTR) by 40%. and has reduced our overall sales process turnaround time(TAT) by approx. 30% "Varun GulianiChief Technology Officer
Frequently Asked Questions
We have put together some commonly asked questions
What is Credility’s goFTR, and why do lenders need a digital customer onboarding platform?
Credility’s goFTR is a mobile-first customer onboarding platform designed for banks, NBFCs, housing finance companies, and fintech lenders to digitize borrower onboarding and lead execution. It enables sales teams to capture applicant details, perform eKYC verification, upload documents, and generate digital loan applications in real time, helping lenders accelerate onboarding while eliminating manual paperwork.
How does (goFTR) customeronboarding software help financial institutions improve operational efficiency?
goFTR automate processes such as applicant verification, document collection, and loan application creation. By enabling digital customer onboarding, lenders can reduce onboarding turnaround time, minimize manual errors, and improve customer acquisition efficiency.
What features should lenders look for in customer onboarding software for NBFCs and banks?
Key capabilities include:
- Instant eKYC and document verification
- Digital application form generation
- Integration with credit bureaus and verification APIs
- Location tagging and document capture
- Performance dashboards for sales teams
How does a goFTR help NBFC sales teams manage borrower acquisition?
A goFTR for NBFCs enables relationship managers and loan officers to capture leads, upload documents, track applications, and update customer data from their mobile devices. Supervisors can monitor sales activity, lead progress, and team productivity through real-time dashboards.
How does the (goConnekt) Lead Management App for NBFC improve loan sourcing efficiency?
The integrated Lead Management App for NBFC allows sales teams and partners to capture borrower leads, qualify applicants, and track conversion from lead to login stage. This centralized approach helps lenders monitor lead pipelines, reduce lead leakage, and improve conversion rates.
How does goFTR function as a Sales CRM for NBFCs and banks?
goFTR works as a mobile-enabled sales CRM for NBFC banks, enabling lenders to track field sales activity, manage customer information, and monitor team performance. With built-in dashboards and analytics, management can track lead-to-login ratios, evaluate productivity, and optimize sales strategies.
How do (goFTR) digital onboarding solutions for banks improve customer experience?
(goFTR) Digital onboarding solutions for banks allow customers to complete onboarding processes quickly through digital forms, instant verification, and document uploads. This reduces onboarding friction and enables lenders to deliver a faster and more convenient borrower experience.
Can customer onboarding software integrate with third-party verification and payment systems?
Yes. Credility’s platform integrates multiple third-party APIs such as identity verification services, credit bureaus, and payment gateways. These integrations allow lenders to automate eKYC checks, validate customer data, and streamline onboarding workflows across systems.
How does automation in customer onboarding systems reduce operational costs?
Automation reduces manual data entry, paperwork, and verification tasks. By digitizing processes such as document capture, application validation, and lead tracking, financial institutions can improve employee productivity and reduce operational costs associated with traditional onboarding workflows.
How can financial institutions implement Credility’s customer onboarding software?
Lenders can request a personalized demo to evaluate how goFTR fits into their lending operations. Implementation typically includes configuring onboarding workflows, integrating APIs, and training sales and operations teams to manage digital onboarding through the platform.
Not seeing your question here?
Contact Us
goFTR Customer Onboarding Software and Lead Management Made Easy
Credility’s goFTR is a mobile-application-based loan sourcing app solution. Banks and credit institutions are constantly looking for hassle-free, paperless ways to manage leads, qualify applicants and quickly onboard potential borrowers. Our Paperless Customer Onboarding Software is a fully automated, API-driven Customer Onboarding Platform that provides an end-to-end solution for banks and other financial institutions.
With access to goFTR, the sales team can complete eKYC, gather applicant information and collect documents in real time through our customer onboarding system. Built by a team of developers and domain experts, this platform offers enterprise-level reliability and customization, making it a strong digital onboarding solution for lending organizations. It enables end-to-end lead execution through a single mobility Sales Assist app for Lending Companies in India. Credility’s goFTR solution provides a simple, step-based and gamified experience for filing a complete loan application. Details entered offline are saved as drafts, ensuring no important information is ever lost.
Why Opt for Digital Customer Onboarding Platform by Credility?
Credility’s goFTR Customer Onboarding Software performs all regulatory checks, ensuring financial institutions maintain 100% compliance. Our digital onboarding capabilities help institutions accelerate the customer onboarding process.
- Integrated with more than 10 third-party APIs—PAN, Aadhaar, Voter ID, Driving Licence, CKYC, Credit Bureau Check, Payment Gateways and others—to streamline eKYC.
- Enables quick and secure sharing of sensitive documents. The Digital Account Opening Solutions allow applicants to upload required documents safely.
- Simplifies customer onboarding. Using the Sales Quick Login File App, the sales team can onboard customers digitally in just 10 steps.
- Applicant verification made easy. Identity authentication and document verification can be completed instantly through our Paperless Customer Onboarding Software.
- Allows organizations to deliver a personalized onboarding experience to every customer through goFTR.
Salient Features of Our Digital Account Opening Solutions
- Sales Optimization
- Real-time insights
- Transparency in team performance
- End-to-end lead nurturing
How Financial Institutions Benefit from our Customer Onboarding Platform
-
Measure sales performance:
Track individual and team performance using powerful analytics tools within the loan sourcing app. Maximize sales coverage, gain visibility on nearby unscheduled leads and enhance productivity through the Sales Assist app for Lending Companies in India. -
Lead nurturing:
Every stage of customer acquisition—from assessing applicant credibility to monitoring customer conversion—can be efficiently managed using our Customer Onboarding Platform. -
Automated data entry:
Our Customer Onboarding Software Solutions can auto-fill maximum information about the applicant to speed up the onboarding process. On the basis of their-party integration and master driven approach, the goFTR solution from Credility helps the credit managers at financial institutions to pre-populate as much data about the customers as possible and invest less time in data entry.
Insights
Journey into insightful perspectives
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✨ Client's Testimonial
"For the past 3 years, Credility’s Sales Mobility App (goFTR) has been reliable, user-friendly, and effective. It has streamlined our processes, and both the senior management and the team at Credility have always extended prompt and professional support."
Ajinkya Shinde
DVP – IT - Business & Digital Solutions
✨ Client's Testimonial
"Credility's goCollect enhanced our collection operations through real-time tracking, accurate reconciliations, and a user-friendly interface helping our teams adapt faster and perform better."
Ronald Mathew Verghese
Chief Technology Officer
Generate digital loan application form
in real time
Make sure the login file is First Time
Right
Reduced overall
turnaround of time (TAT) of sourcing to credit appraisal
Have a digital
branch by making complete digital customer onboarding process
Increase employee productivity and
efficiency
