You can now assign account managers to your customers
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You can now assign account managers to your customers
Last updated September 12, 2024
Theresa Sunday
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Hello there! 👋
Can you believe it’s already May? Time flies when you’re making progress!
Happy New Month and welcome to May.
In the past month, we’ve introduced new features and fine-tuned our processes to make lending easier than ever for you. This May, we’re keeping up the momentum and we are excited to share the latest updates in store for you.
Our aim remains steadfast: to streamline your lending experience, making it more profitable and impactful.
What’s New
🤝 You can now assign account managers to your customers
We’ve made customer management more streamlined for you and your team. We’ve added an ‘Account Manager’ role to the admin console. Now, you can invite a team member, assign them as an account manager, and link them to a customer. This not only ensures personalized support for your customers but also allows your team members to concentrate on their assigned customers.
Even more, account managers can only see and manage customers tied directly to them. This way, you could have a delineation of duties.
🌟 Team organization like never before: 🏢 Branches and offices within the admin console
To help you reflect your organization’s structure within the admin console, we’ve rolled out the ‘Offices and Branches’ feature. This feature allows you to organize your team members, regardless of team size, into distinct teams, branches, and offices. It ensures that each team member has the appropriate access levels, enhancing efficiency, workflow and control.
🗑️ You can now delete your accounts on the admin console
While we hope it never comes to this, we believe in giving you full control. Hence, we’ve introduced the option for you to delete your accounts on the admin console.❌ Please note, account deletion is irreversible and you won’t be able to recover your accounts once deleted.
🍁 We are now part of the Canadian Lenders Association
We’ve joined the Canadian Lenders Association! 🇨🇦 This means we’re now equipped to offer our lending services to Canadian lenders and those operating in Canada. This is a significant milestone in our journey, reaffirming our commitment to delivering lending services globally. 🌍
Have you seen our website lately? With a sleek and modern design, navigating our platform is now more intuitive and engaging than ever before. Explore our updated website to discover the full range of features and services we offer, all presented in a visually stunning interface.
📱 Join our WhatsApp channel and be the first to know!
We’re excited to announce our new WhatsApp channel! By subscribing, you’ll be the first to receive important updates, news, and exclusive offers directly to your mobile device. Don’t miss out on this convenient way to stay connected with us and stay informed about all things Lendsqr.
As promised, your customers’ web app has been revamped! The redesigned web app simplifies the loan origination process, making it more intuitive for your customers. Additionally, your web app now includes a microsite that can function as a website if you don’t already have one. This microsite is packed with information about your lending business and a handy FAQ section for your customers.
🚀 Experience enhanced financial management with Kolo’s new optimizations
Kolo, your ultimate financial management app, has been upgraded with new features to make your financial management more efficient, secure, and streamlined. Here’s what’s new:
🔍 Discover multiple bank accounts from an email address
By adding an email address as a data source, you can now retrieve all bank accounts linked to that email. This will instantly update your Kolo account with all linked bank accounts, their transactions, and respective balances.
📱 Verify your phone number for added security
To ensure the security of your account and confirm your eligibility to use our services, you need to verify your phone number. If you haven’t done so yet, you’ll see a banner at the top of your screen guiding you through the process.
💼 Kolo now supports Sterling bank, FCMB, and Globus bank
You can now link your Sterling Bank, FCMB, and Globus Bank accounts to your Kolo account. This allows you to easily view the account balance and transactions associated with these accounts.
💵 Add non-Nigerian currency accounts
Kolo now supports the addition of domiciliary accounts and other foreign currency accounts. Once added, you can immediately view the account balance and related transactions.
📄 Share your transaction receipts from Kolo
You can now download transaction receipts directly from Kolo. Regardless of the transaction type, if it’s recorded in your Kolo account, you can easily share your transaction receipt.
💰 New columns in your disbursement transactions data to understand your transactions better
We have added two new columns to your disbursement transactions data. These new columns, ‘Balance Before’ and ‘Balance After’, are designed to provide a clearer picture of your transactions by showing the state of your account before and after each transaction; they provide a clearer, more comprehensive view of your financial activity.
🛠️ New optimizations to Adjutor
We have heard your complaints regarding the onboarding process on Adjutor, our API service and have fixed all issues to ensure a seamless process for you when signing up on Adjutor.
You can now take advantage of the Direct Debit API directly from Adjutor. This feature allows you to set up automatic debits from a customer’s bank account, offering a more efficient and reliable method of getting your loans repaid via our API.
Soon, you’ll have the ability to add comments and notes to specific users, loan requests, loans, and transactions. This feature enables seamless communication within your team, allowing you to share discoveries or observations about a particular user, loan, or transaction. Keep track of all your insights and observations directly within the admin console, ensuring efficient collaboration and record-keeping.
📩 Communication with your customers is about to get elevated
Soon, you’ll have the ability to send messages to your customers directly from the admin console and easily track their responses. Your customers will also have a dedicated space on your web app to communicate with you regarding their loans. We’re committed to making supporting your customers easier than ever before.
⏳ Adjutor is getting a new look
Adjutor, our API service is getting a new look. Your feedback has been heard, and we’re thrilled to announce that we’re redesigning the app to make it more user-friendly, intuitive, and easier for you to use.
For more information about these features and updates, view our changelog or to schedule a consultation on navigating them, please reach out to us at sales@lendsqr.com and we’ll be more than happy to help. Remember, your satisfaction fuels our commitment to excellence.
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