Back Office
An internal platform for bank and lender field investigation — the system a call centre, a field team and a compliance desk share to turn a credit application into a verified case. Clients order an inquiry, the call centre books the visit, the agent captures the ID, the bill and the residence proof on site, and the desk reviews the file before it goes back to the lender.
- Services
- Websites
- Industry
- Fintech
- Platforms
- Web · Admin dashboard
Our approach
- Client accounts, subscriptions and case orders
- Call centre visit scheduling and status tracking
- Structured field inquiry — residence, property and identity
- Per-answer verification flags for the review desk
- Evidence capture: ID, utility bill, contract and location photos
- Comment threads and sign-off before the file is sent to the bank
- Targets, cases per week and per-agent ledger
- Roles from data entry and verifier to quality control
- Agenda, visit types, loan types and pricing
- Internal messaging, balance top-up and invoicing
Back Office
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