Configurable
A redesigned interface for optimal use of each financial product.
Innovative & intuitive
Automatically capture third-party data, and optimize time thanks to state-of-the-art technologies.
Porfolio Management
Follow-up of the funding proposals, follow-up of accounts.
Dealers / Origination module
Consult and follow commercial offers, whether it is in progress or it has been sent to the decision makers.
Linedata Mobil'Ekip module allows sales teams to evolve in an external environment while being connected to their working tools.
Covering the entire value chain from sales to operations, it provides end-users with a completely mobile experience.
Linedata Mobil'Ekip is an integral part of the contract acquisition chain: a sales person can create a pricing proposal and immediately submit it to an assistant or a call center for processing. The experience is seamless for both sales person and customer, with no unnecessary trips back to the office.
Portfolio management
Proposal origination
Quotation
Proposal follow up
Document production
Supporting document capture
Account follow up