Task management software
for lending business
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Comprehensive loan management for
applications, oversight and borrower
relations
Seamless integration
The task management module streamlines data flow and loan application tracking in the
front-end
and borrower portal
Team orchestration
HES LoanBox not only assists in managing tasks but also optimizes them for seamless
integration
within the entire system
Flexible assignment
Tasks auto-assign based on roles or manager discretion, or with loan officers self-assigning
as
they finish prior tasks
Task management for lenders
Task tracking
Once a loan application is submitted through the front-end, it’s directed to the task tracking
module for processing. Here, credit officers review applications, encompassing borrower details and
their credit requests.
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Role-based tasks assignment
Verifier’s tasks
As a Credit Verifier, specialists focus on tasks related to loan application and borrower
verification. They
evaluate the accuracy of applicants' financial data, ensuring it aligns with loan criteria. They can
decline, request more details, or preapprove applications for further underwriting.
Loan underwriter’s tasks
They scrutinize borrower data to determine risk. Loan underwriters assess creditworthiness
and collateral value to make informed decisions, including final loan approvals or
rejections.
Credit officer’s tasks
Credit Officers manage borrower and active loan data. They can set grace periods, write off
loans, track operations, and log offline transactions.
Total control over lending tasks
Universal users have full access to all tasks
They can assign any task, transfer active loans to debt collection, initiate collection actions,
and record decisions on outstanding debts. This role allows monitoring of employee performance and
provides access to comprehensive back-office functionalities.
HES FinTech has been our reliable technology partner since 2012. I believe much of our success is due to the well-architected HES LoanBox solution.
HES FinTech offers comprehensive front-to-back solutions with integrations. Our machine learning platform will allow clients best-in-class investment advice.
In just 6 months, we went from storing all our data in Excel to a fast, reliable, and user-friendly platform that caters to our specific needs.
HES FinTech developed our lending software and predictive analytics. Their expertise delivered automation, clear UI/UX and customer portal.
The LMS provided flexible repayment options, automated restructuring and branch-level management, enhancing efficiency and risk mitigation.
Role-based workflows
Built-in analytics and decision tools
Full visibility and control
End-to-end process automation
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