Urban Money Force vs Proteus Vision Workflow

Urban Money Force- the internal productivity app for Urban Money employees Urban Money Force helps Urban Money relationship managers, sales executives, field sales employees, and operations staff manage their daily work in one secure, employee-only app. Capture leads, onboard customers, check eligibility, track applications, run financial calculators and complete training — anywhere, anytime. Top features -Lead Management- capture, assign, track, and update customer leads for loan offers -Customer Onboarding- add new investors and customers quickly -Loan Eligibility Check- check customer eligibility for loan products -Application Tracking- track the status of loan applications end to end -Financial Calculators- EMI, prepayment and balance-transfer calculators -Mutual Fund Research- search and explore mutual funds for product knowledge -Fund Comparison- compare mutual funds side by side -Training Modules- company and process training to upskill staff Top benefits -Manage leads and customers in one place -Faster onboarding and eligibility checks - Track loan applications end-to-end - Ready-to-use calculators for every customer conversation - Research and compare mutual funds for informed discussions - Built-in training to upskill teams For employees only Urban Money Force is intended for active Urban Money employees only, and requires an employee login. It is not a consumer app and does not offer, sell, or disburse financial products to the public. Urban Money is a Lending Service Provider (LSP); loans are sanctioned and disbursed by RBI-regulated Bank/NBFC lending partners. Why Teams Use Urban Money Force - Centralizes leads, customers, and applications - Reduces manual tracking and follow-up effort - Standardizes onboarding and eligibility checks - Keeps calculators and product data at hand - Builds team capability with built-in training - Who Should Use Urban Money Force Who Should Use Urban Money Force - Urban Money relationship managers and sales executives - Field sales employees - Onboarding and operations staff - New employees completing training Urban Money relationship managers and sales executives Field sales employees Onboarding and operations staff New employees completing training

The Proteus Vision Enterprise Application can be utilized by Proteus Vision enterprise application users to execute their workflows on the go. The Workflow Mobile Application offers the following functionalities: * Access to pending actionable workflow items * Ability to perform actions on the workflow, including Review, Approve, or Reject * Viewing of documents attached to the transaction Note: To connect with the Proteus Vision Enterprise Application, a login is required. For further details, please visit www.proteustech.in.