Customer communication is the cornerstone of the Loan process. Loan companies initiate communication with the customers for various reasons – to schedule in-person meetings for sales, application submission, collateral evaluation & collection; to obtain clarifications on the loan application, request documents, conduct video KYC, collect outstanding payments and so on. While the customer contacts the lender with support queries during the lifetime of a loan.
Cloud telephony, also known as cloud calling, is a type of unified communications as a service (UCaaS) that offers voice communication services through a third-party host. UCaaS replaces the need for conventional enterprise telephone systems, such as private branch exchange (PBX), which tend to be relatively expensive and time-consuming to provision and maintain.
With Cloud telephony enabled Loan Management Systems, users will be able to place & receive calls directly from their computer or mobile device with an internet connection and free businesses from the burden of buying and storing stand-alone hardware, like PBX boxes and handsets.
Ozonetel Cloud telephony integration in Finezza LOS
Ozonetel is a cloud-based software communication solution that replaces your conventional business telephone setup with their VoIP services and widgets, for a better customer experience at a lower total cost for the business.
Finezza offers a comprehensive Loan Origination & Management System that’s flexible, agile, allowing for efficient management of different types of loans.
Ozonetel Cloud telephony connector is available out-of-the-box in Finezza LOS. With this connector, loan company users can open a loan application from the Finezza LOS web portal, and initiate phone calls with any of the parties associated with the application -, applicants, guarantors, back office staff and so on.
The call gets routed to the user’s mobile and once the user is connected, the other party, that is, the customer or company employee is added to the call. After the call, user can record the notes in the loan application screen itself for future reference.