Money Market is a used car dealing business with loan management requirements. We built a CRM system to track leads, manage customer loan workflows, and improve operational visibility across approvals and follow-ups.
We studied the loan lifecycle—from enquiry to approval to closure—to design a system that supports real operational needs.
We identified common bottlenecks: manual tracking, scattered documentation, and limited pipeline visibility.
We designed structured workflow stages, role-based access, and reporting dashboards to keep operations controlled and measurable.
We built a CRM platform that enables teams to manage customers, documents, approvals, and follow-ups in one organized system.
The solution was deployed with performance checks and workflows validated for daily operational use.
Improved process clarity, reduced manual tracking, and better control over customer loan workflows and operational reporting.
The platform created a single source of truth for loan operations—
improving accountability, efficiency, and decision-making.
A growing collection of platforms built for performance, usability, and long-term scalability.
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