Extend lending operations beyond the branch
Creditec mobile capabilities bring selected origination, servicing, payment and collection activities to field agents and distributed teams, while keeping each interaction connected to central workflow and loan administration.
Designed for branchless and field-based operating models, the mobile environment supports customer onboarding and loan origination closer to the point of interaction, payment receipting and service activity in the field, and central allocation of follow-up work. Online processing can be complemented by store-and-forward operation where connectivity is intermittent, allowing captured information to synchronise back to the central platform when a connection is available.
Field implementations can also support portable document or receipt printing, remote device monitoring and guided onboarding or assistance using AI-enabled services where these capabilities form part of the configured solution.
Explore Mobile OperationsCapture and complete lending activity in the field
These screens illustrate how field users can work through application, member-level capture and disbursement activities on a mobile device while remaining connected to central lending processes.
Capture applications closer to the customer
Authorised field users can capture customer, application and supporting information closer to the point of interaction and submit it directly into the lender’s central process.
Customer and application information capture
Product selection and requested terms
Identification and supporting-document capture
Required checks and field validation
Consent and acknowledgement capture where configured
Submission into central workflow
Support collection and service activity in the field
Field teams can work from assigned account information, capture customer interactions and return outcomes directly to central operations.
Assigned account and task lists
Customer contact and visit outcomes
Payment and receipt capture where configured
Promises to pay and follow-up actions
Statement, account-information or WhatsApp follow-up requests
Synchronisation with the central platform
Keep field teams connected to lending workflow and account servicing
Field users operate as part of the same controlled lending process as branch and back-office teams. Work can be allocated centrally, completed in the field and returned through workflow so that applications, service actions, payments and collection outcomes update the relevant customer or loan account.
Role-based access and user authentication
Central allocation of work
Validation and exception handling
Online processing and synchronisation
Store-and-forward operation where configured
Activity and synchronisation history
Support field teams without creating a disconnected system
See how mobile processes can be configured around your agents, products, controls and connectivity conditions.