URVA for Financial Services
Close More Loans, Collect Faster, Stay Compliant
Trusted by
the best
Drowning in Leads but Starving for Conversions?
Turn Every Enquiry into a Loan Disbursal with URVA Sales
🛣️ Auto-Route Leads by Loan Type – Personal, business, home, or vehicle.
🔔 Instant Alerts for Sales Teams – No lead slips through the cracks.
📋 Unified Lead View – Branch walk-ins, online forms, and calls in one place.
⏰ Smart Reminders – For document collection, follow-ups & verifications.
📈 Visual Funnel Tracking – New, warm, hot, or closed—see it instantly.
👨💼 Manager Insights – Spot drop-offs, boost conversions in real time.
Lead Management
❝ URVA has enabled us to capture and manage leads with greater precision. Our field teams now have real-time visibility into the sales pipeline, boosting productivity and conversions❞
Lost in Customer Conversations?
"Keep Every Chat & Call on Record—Effortlessly "Client bola, agent suna… but kahan likha?" Miscommunication costs deals. URVA ensures every word is tracked and retrievable."
📞 Auto-Log Calls, Chats & WhatsApp – No extra effort needed.
📂 Link Interactions to Loan Files – Full context, every time.
🎙️ Quick Notes & Voice Memos – Agents can update on the go.
🔄 Complete History Access – Even if the RM changes midway.
📊 Manager Visibility – Spot gaps, trends & missed cues early.
✅ Audit-Ready, Always – Time-stamped, compliant, and secure.
Communication Tracking
❝ Thanks to URVA, we’ve built a streamlined communication flow between our agents and customers. It’s helped us maintain compliance while improving engagement across channels❞
Loan Verifications Slowing You Down?
Speed Up Verifications—Without Cutting Corners
🎯 Auto-Assign Tasks – Based on location, urgency & agent load.
📑 Collect KYC & Proofs On-Field – Docs, signatures & photos made easy.
📍 Geo-Tag with Timestamps – Every entry is authentic & verifiable.
🔄 Real-Time Sync – No waiting for calls, emails, or manual updates.
📊 Track TATs & Agent Performance – All in one dashboard.
Verification
❝ URVA has redefined our field verification process with structured digital workflows, faster turnaround times, and a secure audit trail - ensuring complete peace of mind ❞
Collections Falling Through the Cracks?
Digitize & Accelerate Loan Collections Across All Regions
🎯 Smart Account Allocation – Auto-assign overdue accounts by DPD, amount, or location.
📱 Field-Ready Collection App – Works online & offline—no missed updates.
⏰ Automated Follow-Up Reminders – Trigger payment and overdue alerts instantly.
📸 Complete Proof of Collection – Capture location, photos & digital receipts on every visit.
🔄 Real-Time Tracking – Monitor each EMI, visit & follow-up—no manual inputs.
📊 Manager Insights Dashboard – View recovery health & agent performance live.
Collection
❝ URVA’s collection module gave us the control we needed over our agency network. With performance insights, visit tracking, and automated reminders, recoveries are more timely and transparent❞
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