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Plugin Description
Simplelender is a wordpress plugin that simplify the process of selling loans to borrowers. It gives personalized attention to each borrower in the loan sales cycle by capturing details. It starts of in the loan applications, request of additional information, approval of the loan, repayment and upselling other products. The information is then organized to help the lender enable the in the loan sales process.
The borrower can:
-Easey loan application process with ability to create account.
-Track loan status form your account.
-Give information via gravity forms that then adds info to loan application on simple lender.
-Follow all trasactions on your account- loan issue, loan repayment and and other transactions.
-Input spending goal that is then linked to financing(loan)- This helps in upselling and cross selling.
The lender can:
-Create multiple loan products and set up independent application process.
-Create custom forms using gravity forms to get additional information.
-Process the loan form application, to issue throught to repayment.
-See basic statistics on the loans in progress.
-View and add transactions for each loan.
-Ability to upsell a product to an exsisiting client.
Usage
1.Create a loan product and its relevant gravity forms to go with it.
2.Use shortcode [simplelender product=3] (where 3 is the product) to display loan application process form.
3.Track all application in the backend.
Screenshots
No screenshots provided
