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SmartexLab brought its A-game in designing a web platform that streamlines all workflows of a medium-sized company that provides MCA, SMA, invoice factoring and other financial services for SMEs.
Bringing transparency, security, and efficiency became the main priorities for SmartexLab’s specialists.
Automation that provides comfortable instruments to the client’s phone managers.
Allows clients to upload documents to the platform and keep an eye on the funding status; the whole funding process is happening online.
Sales funnel, specifically tailored for MCA business, helps sales managers to easily work with client data and process more leads.
It follows the best practices and provides smart usability.
The system is friendly both for clients and managers. Users get a real, all-online experience, including underwriting, while managers get the opportunity to check all data in a digital format.
The system provides the possibility to accept clients’ signatures online.
The system is suitable for a variety of funding services: SBA, MCA, invoice factoring, equipment financing, etc.
It is integrated with the payment processing system and allows for the reduction of business costs and human errors.
The platform allows company managers and business owners to make smart business decisions using detailed financial and other statistics.
It helps to collaborate with partners and to increase sales by exchanging clients on flexible terms.
The portal provides company informational support: all the clients’ data, their deals, documents, payments, and fees are processed. The system is designed to process up to several thousand clients per month.
The designed solution suits the needs of call center agents, sales managers, MCA underwriters, financial managers, and business owners. The software solution streamlines the whole process from the first contact to the last payment.