Loan Lead Management
A lead management platform for a consumer loan and insurance broker in South Africa: it captures leads, verifies applicants, routes them to 12+ lending and insurance partners, collects fees by debit order and reports commission.
WeyBee- Application capture
- Credit and bank verification
- Routing to 12+ partners
- Collections and commissions
The client brokers consumer loans, insurance and related products. Leads arrive from its website and affiliate networks, and agents qualify them before passing them to the right lender or insurer. Doing this by hand was slow, fee collection was hard to reconcile, and there was no clear view of agent commission.
- Capture leads from the website and affiliate networks and route them to the right agent.
- Verify applicants' identity, bank accounts and credit before sending them on.
- Deliver leads automatically to more than a dozen lending and insurance partners.
- Collect and reconcile fees by debit order across several payment providers.
WeyBee delivered the system end to end: a staff application for admins, managers and agents, API-key-secured inbound APIs for lead capture, and 33 scheduled jobs that push leads to partners, run SMS and email campaigns, reconcile billing and generate documents. Admins can switch SMS and email providers, and turn each partner integration on or off, without code changes.
Capture, assignment, status workflow with history, document upload and PDF application packs.
Separate pipelines for insurance, funeral cover, cellphone contracts, vehicle rent-to-own and debt management.
Leads sent to 12+ lenders, insurers and affiliate networks.
National ID validation, bank account verification and credit score checks.
Debit-order billing through four payment providers, with automatic reconciliation and missing-payment reports.
Clients sign applications and debit-order mandates on screen; signatures are embedded in PDFs.
One-to-one and bulk SMS and email with templates, delivery tracking and reply handling.
Company and per-agent commission, application statistics and referral tracking.
AI-ready by design.
Where AI fits next.
Every lead, verification and partner decision is already recorded. AI can route better and speed up the paperwork.
Score applicants for approval likelihood before routing to partners.
Read payslips and bank statements and fill application fields.
Send each lead to the partner most likely to approve it.
One to two weeks to pick the use case and prove the data is ready.
- Around 120 screens and around 10 inbound APIs for lead capture and payment callbacks.
- 33 scheduled jobs for distribution, messaging, billing and document generation.
- Around 25 third-party integrations with provider failover and per-integration switches.
- Separate staff system, client portal and marketing website sharing data through APIs.
- Leads flow from capture to partner automatically.
- Fee collection is reconciled across payment providers.
- Management sees commission by company and by agent.
Questions about
this solution.
Who is the Loan Lead Management for?
Loan, insurance and financial-services brokers. WeyBee builds it around how these businesses actually work, not around a generic template.
What does WeyBee's Loan Lead Management include?
It covers application capture; credit and bank verification; routing to 12+ partners; collections and commissions. Modules are added in phases, starting with the one that saves the most time.
Can it connect to the tools we already use?
Yes. WeyBee systems connect to tools such as the WhatsApp Cloud API, Tally, payment gateways, email and marketplaces, depending on your process.
How long does it take to go live?
Most systems go live in phases: a first module in weeks, the core system in a few months, then improvements based on real use.
Can AI be added later?
Yes. Once your data lives in one system, WeyBee can add AI assistants, document reading and forecasting on top without rebuilding it.
Salon and Spa Management
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