Overview
At ACT360 I led a team of 4 to 5 developers to build Karjabazaar, a Laravel marketplace for credit cards, home loans and auto loans. Customers could check their eligibility, compare products and apply, and banks managed the leads in a built-in CRM. It launched with Standard Chartered Bank as its first lending partner. The platform is no longer live.
Applications and eligibility
- Product-specific forms: Application forms that change their fields based on the loan type.
- Instant eligibility check: Checks applicant data against each bank’s criteria and shows eligibility straight away.
- Side-by-side comparison: Compares interest rates, fees and benefits across the products a customer qualifies for.
CRM for banks
- Lead management: A CRM with task assignment, checklists for each lead, follow-up reminders and conversion tracking.
- Separate portals: Admin, partner bank and customer portals, with each bank’s data kept separate.
- Role-based access: Detailed permissions for each user.
Products and reports
- Product catalogue: One place to update rates, terms and eligibility rules for each product.
- Reports: Dashboards for product performance, lead distribution and conversion rates.
Related work
I later led CRM360, a multi-tenant CRM for other businesses.