Infinity Capital Financial Group
Infinity Capital Financial Group Pty Ltd is a leading non-bank financial institution based in Sydney, dedicated to providing professional and attentive support to mortgage loan brokers while offering high-quality products and efficient settlement funding support. The products offered by ICFG are competitive with bank rates, the approval process is quick and the application process is simple. Meanwhile, ICFG provides professional, high-quality, consistent and stable financial services to individuals and organizations, building and maintaining long-term relationships with customers. ICFG puts the customer first and strives to create a win-win situation for all relevant parties.
We provide a Financial Group CRM system that is designed specifically for financial companies. The system includes a variety of useful features aimed at helping financial companies better manage their customer and transaction information. Among these features, the BDM account permission function ensures that each user in the system has different permission levels to ensure that critical information is appropriately protected and managed. Each broker and borrower account is associated with a BDM account to ensure that customer information and transaction records are appropriately managed and protected. Additionally, the system provides a statistics viewing function that allows users to view various statistical data according to different time periods.
We have successfully developed a reliable and powerful Financial Group CRM system that helps financial companies efficiently manage their customer and transaction information. The system has a user-friendly interface, multiple practical functions, and high security. By using the system, financial companies can easily manage their customer and transaction information, thereby improving work efficiency and protecting customer privacy. The system allows users to easily input and manage borrower account information, including personal details, borrowing history, and repayment plans, among others. Additionally, the system allows users to upload and store important documents for borrower accounts, such as identification documents, income certificates, and financial statements. The newly added PDF upload function will help improve document management and protection efficiency, while reducing reliance and risk on paper documents. In summary, our Financial Group CRM system provides financial companies with an efficient, reliable, and secure customer relationship management solution.