Lending products operations management

Single window for lending operations

Manage all lending operations in a single window interface. Manage tasks, obtain important information about customers and products with just a few clicks. Track the progress on selected KPIs in real time.



Improve customer experience by offering customers relevant products or services based on their previous requests. Bpm’online lending allows for the recording of the entire history of communications with clients. The system automatically identifies a client and prompts the agent to present any appropriate special offers, wish the client a happy birthday or any other noteworthy event, notify about debt, etc.

Pre-approved consumer loans

Increase repeat sales via pre-approved loan offering. Offer existing clients specific credit terms pre-calculated by the system, based on the history of communication and customer financial data.

Sales analytics


Get comprehensive statistics on opportunities in bpm’online lending. Evaluate the efficiency of sales on each of the stages, identify best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.