Actionable Dashboards (Underwriting and Offers)
Create actionable visualizations of existing business data for faster underwriting or customizable offers.
Provide customizable offers within your underwriting parameters!
What you can do
Access custom dashboards and templates within DraginForce CRM. Create multiple actionable interfaces for users or stakeholders to use.
View key metrics and underwriting calculations in one place. Create custom dashboard views and next-step rules.
As one of the next step rules, customizable offers can be sent for stakeholders such as sales agents to use. Providing them with added flexibility to make the sale at no detriment to your underwriting.
Enhance your Underwriting Capability
Integrate existing parsed or extracted data with various APIs such as Plaid, Datamerch, Clear, and more for additional data.
Data can be sent to your CRM or DraginForce CRM in one sync!
Create actionable visualizations of existing business data for faster underwriting or customizable offers.
Provide customizable offers within your underwriting parameters!
Automate any required business or compliance documents with a click.
Create automated reminders to fill it out!
Visualize your most valuable data for day-to-day operations, including additional pages with broader metrics custom-made for your business.
Create parameters so only certain users see specific dashboards.
Custom Salesforce CRM optimized for automating your business.
All systems seamlessly connected into one.
Apply automatic underwriting logic to help you focus on the suitable types of deals.
Auto declines and other status emails are sent out!
Emails are automatically organized into appropriate folder categories or labels using AI.
Busy mailboxes are now manageable!
Receive verified statement analytics based on bank statement analysis using templates or your custom logic.
Statements are verified for fraud using industry-leading technology.
Extract key data points from applications, bank statements, and other documents using Optical Character Recognition (OCR).
Extracted data is available via 3rd Party API in your data processing mix.
Direct your data flow automatically from inbox to CRM. All relevant data and attachments will be used to populate CRM data fields.
Fully Automates Inbound Processing!
