Overview

The CRM on Loan Status Batch function in MAXMONEY allows you to send a batch of Customer Relationship Management (CRM) SMS messages to borrowers based on their loan status. This feature streamlines communication with clients regarding the status of their loans.

How to Access

To access this function, navigate to:

Processing > MAXSMS > Send SMS to CRM on Loan Status

Functionality

This process sends SMS messages to clients who have a loan with the selected loan status. The specific date filter applied to the SMS batch depends on the chosen loan status:

• Application or Active: SMS messages are filtered based on the Loan creation date.

• Non-performing, Written-off, or Cancelled: SMS messages are filtered based on the log date of the loan.

• Not Approved: SMS messages are filtered based on the updated date of the loan.

• Paid: SMS messages are filtered based on the last instalment's date.

Message Selection

• Message: Select the specific message that will be sent to the clients from the available options.