To facilitate the lending process as well as maintain stronger customer relationships, ESKA Microfinance provides an integrated customer database and document management feature for storing and mobilizing all customer information.

Key to maintaining smooth lending processes and healthy customer relations is having easy access to internal documents and comprehensive customer profiles. ESKA Microfinance houses a customer database that allows you to collect all your customers’ documentation, identity information and roles with any loan into individualized profiles

The document management feature mobilizes the database to appendage documents directly to their respective loans, helping you expedite tasks from underwriting to maturity. Keeping all files digitally accessible throughout your ESKA Microfinance platform helps you stay organized while providing a more personalized customer experience.

Categorize a customer’s or individual’s affiliation with a loan by:

Borrower
Guarantor
Agent
Dealer

Retain all customer loan-related documents within a customer profile
Integrate all documents within your loan underwriting and adjustment processes.

Customer and File Management