Customer To Lender
Offer Journey Control
Clean pipeline for chat, DSA and upload leads before any customer support or CRM follow-up module.
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Journeys
All offer journeys
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Profile Ready
Minimum customer data
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Credit Ready
CIBIL/manual review ready
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Offer Ready
Policy generated offers
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Lender Selected
Customer choice captured
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Application Ready
Application ref created
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Active Lenders
From lender setup
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Policy Mappings
Active lender policies
Stage Funnel
Live offer statesSource Split
No source data yet
Latest Customer Journeys
0 visible records
| Ref | Customer | Source | Need | Stage | Profile | Credit | Policy | Offer | Selected Lender | Updated |
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