Manage loan sourcing, borrower verification, customer onboarding and field collections with Imprint AI. Track field agents, plan daily visits, digitise documentation and monitor operational activities through a connected mobile and web-based platform.
Banks and NBFCs depend on field teams to source loan applications, verify borrower information, complete customer onboarding and collect repayments.
Managers often depend on updates from field agents to confirm completed borrower visits.
Loan applications frequently move between sourcing officers, verification teams and credit departments.
Collecting KYC documents, site photographs, verification details and visit reports manually increases administrative work.
Without planned collection beats, field executives may struggle to prioritise overdue accounts, organise borrower visits and maintain consistent follow-up schedules.
Travel and conveyance claims can be difficult to reconcile when they lack corresponding trip records.
Support field activities across loan sourcing, borrower verification and collections within one connected platform.
Equip field agents with a dedicated mobile application while giving managers access to a sales management app and web dashboard.
Reduce information silos by connecting field workflows with compatible CRM and Loan Origination System (LOS) environments.
Organise field schedules, borrower visits, verification activities, digital forms and collection beats around your operational requirements.
Bring field activity records and management reporting into a shared platform.
Coordinate field activities at every stage of the lending journey.
Record leads from field visits, walk-ins and referrals through the relevant digital workflows.
Allocate leads and tasks to the appropriate field officers according to your team's operational process.
Field officers can record verification details using digital forms and capture relevant photographs.
Synchronise field records with compatible CRM and Loan Origination Systems where integrations are configured.
Organise collection executives' schedules around assigned borrower visits and overdue accounts.
Capture visit details, timestamps, location information and outcomes through the field application. Maintain a digital activity record for subsequent review.
Give managers access to field activity information, missed visits, territory coverage and performance reports through the dashboard.
Imprint brings together workforce visibility, visit verification, task coordination and reporting tools to support lending-related field operations.
Monitor field staff locations during authorised working activities and review team movements through the dashboard. Where configured, alerts can help managers identify missed assignments or deviations from planned activities.
Record field visits with relevant location and time information. Support more consistent verification of borrower meetings and field activities through digital records.
Organise lead assignments and field responsibilities through structured workflows. Help sourcing and verification teams manage their workloads and maintain clearer ownership of assigned cases.
Plan daily collection visits and organise assigned borrower follow-ups. Give collection executives a structured schedule to support account coverage and reduce reliance on informal route planning.
Replace paper-based field documentation with configurable digital forms. Capture borrower information, verification details, visit outcomes and supporting documents according to the organisation's workflow.
Review field attendance, activity records, visit completion and performance information through a centralised interface. Use available reports to understand operational progress and identify areas requiring attention.
Record check-in and check-out information, including location details where supported. Help managers review attendance and maintain structured workforce records.
Allow field agents to submit travel expenses, conveyance claims and supporting bills digitally. Use available trip information to support expense reviews and reimbursement workflows.
Digitise leave applications and approval processes. Help managers review requests without depending entirely on calls, paper forms or manual follow-ups.
Assign one-off activities such as document collection, borrower re-visits and verification follow-ups. Track task status to maintain visibility into outstanding work.
Use available meeting and communication tools to coordinate team discussions and share operational updates with field staff.
Use available AI-enabled capabilities to support the analysis of field performance and regional activity.
Organise assigned leads, customer information and daily schedules through a mobile workflow.
Access assigned verification activities, capture relevant site photographs and complete digital forms.
Plan daily collection beats, access relevant borrower information and record visit outcomes.
Review field activity, attendance, visit coverage and operational reports through the management dashboard.
See how Imprint AI tracks visits, speeds up verification and keeps collections on schedule — in a 30-minute walkthrough built around your loan products.