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Customer Credit Application

Industry:

Banking & finance

Category:

Applications

Features:

Pre-filled data integration, Conditions, EasySign, Themes &
Co-Browsing

Benefits:

Increase revenue & shorten the sales cycle

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Transform Credit Applications with Digital Data Intake

Transform the way your customers apply for credit with our digital solutions. Simplify the application process, ensuring a swift and efficient experience for applicants and your financial institution.

Quick and Easy Customer Credit Application
Secure and Confidential Data Handling
Expedited Credit Approval Process

See how

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See how

A better experience for everyone

For Financial Institutions

Streamline your customer credit application process with our digital tools. Achieve faster processing, reduce manual effort, and provide superior service to customers.

For your customers

Apply for customer credit effortlessly using our digital platform. Experience a hassle-free application process, saving time and ensuring quick credit approval.

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Go digital with EasySend

See how you can digitize your Customer Credit Application Process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.

Create one seamless workflow

Applicant uploads income verification documents through the secure upload field.
Agreement to terms and conditions by checking the checkbox.
Completion of the credit application with the applicant's digital signature.
Automated verification and processing of the customer credit application.
Applicant receives instant notification of credit approval status.