Stages you choose
Application, KYC, underwriting, approval, disbursal. Set the stages your business uses, not someone else's.
Whether you sell loans, insurance, or investment products: track every applicant from first call to signed agreement, with the compliance trail you need.
Application, KYC, underwriting, approval, disbursal. Set the stages your business uses, not someone else's.
Every status change logged with who did what and when. Compliance reviews stop being a firefight.
KYC, payslips, statements, IDs. Attached to the record. Nothing in WhatsApp anymore.
Conversion by product, drop-off by stage, time-to-disbursal. Decide what to fix from what you can see.
Reminders to applicants for missing docs. Status visible to the team. No call sheets in WhatsApp.
External agents get their own login. See their submissions, not the whole pipeline. Commissions roll up automatically.
Insurance policy, fixed-deposit term, loan top-up window. Reminders fire on the right date.
Multiple pipelines for different products or branches. One CRM, several lines of business.
Audit week used to be three days of pulling spreadsheets. With Nairo the trail is already there. We pulled the last quarter in 20 minutes.
Free for 3 users. Move one product line into Nairo and see what visibility looks like.