Challenge: The client required a low-cost, rapidly deployable loan management system to support its growing customer base. Manual processes for tracking loans and repayments were inefficient, leading to delays and compliance challenges.
Solution: Summit Solutions developed a GlideApps and Google Sheets-based platform, allowing for seamless loan tracking, payments, and collections. The system was integrated with WhatsApp chatbots for automated client communication and document generation (loan agreements, statements, and payment reminders). Power BI was leveraged to create operational dashboards, providing real-time insights for management.
Outcome:
- Fully functional, scalable operational platform supporting business growth.
- Automated loan tracking and document generation, reducing manual effort.
- Increased customer engagement through WhatsApp-driven workflows.
- Enhanced data visibility with Power BI reporting and analytics.
