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Loan Retrieval

Smoother Collections. Data-driven decisions.

Retrieve real-time loan information from multiple accounts with the correct data instantly, to streamline collections, enhance decision making and to increase the speed of approvals.

Data-driven collections that deliver.

Understand critical details of your customers’ loans, including outstanding balances, interest rates, repayment history. 

With real-time loan data, you gain the tools to streamline collections, and the insights to segment and prioritize your customers. 

By improving visibility of a customer's loan profile, you can focus on the right customers for your business and risk profile, reducing operational weight and time.

A full lending picture to help decisioning.

Gain a complete and accurate view of your customers' unsecured loan situation, including existing loans, payment behaviors, and overall debt portfolio instantly.

By accessing accurate details of a customers loan, gain an understanding of all loan conditions. From outstanding debt to repayment trends, know and understand your customers' lending health, with access to loans data-even from competitors.

Use it to put your offering in the right context, advise your customer and position your offerings strategically.

Spend less time chasing accurate loan information.

Spend less time chasing outdated information and more time focusing on customer-centric strategies.

Eliminate reliance on customer self reporting, by retrieving accurate loan data from multiple bank sources

Make confident, well-informed decisions that minimize risk and improve recovery rates.

Why choose Insurely?

  • All-in-one provider.

    With Insurely you can access customers Investment, Loans, Mortgages and Insurance information.

  • Effortless integration.

    Go live instantly with Advisor Dashboard, or integrate effortlessly with Pre-built User Interfaces.

  • Security.

    Secure FIDA compliant solutions to ensure you're ahead of your competitors.

How to create the Loan Retrieval use case.

Data Access Method

Advisor Dashboard

Empower your advisors to give valuable advice in less time by giving them access to customers’ loans profile in real-time in a single overview.

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