NestEgg

Grow Your Credit Union

The Application Workflow

It's not easy getting visitors to your website. It's even harder to get them to take out a loan.

What happens when you ask someone who's just ordered something off Amazon with a single-click to fill out a long-winded form? Or, download a PDF, print it, fill it in, find an envelope, buy a stamp and post it?

Of course, they give up and go somewhere else! (Unless they're desperate...)

For those applicants that can be bothered and are desperate enough, it's time-consuming and error-prone for your team to re-key the data into your credit, ID, CRM, back-office and other systems.

Drop into Your Website

Quick & easy to slot into your existing website. No development needed. Blend in with your logo etc.

Applicants Self-Qualify

Applicants need take only a few steps to qualify themselves for your common bond. No wasted time.

More Loans, More Savings

Minimal steps for applicants even on a smartphone or tablet. Fewer drop-offs. More loans. More savings.

Put Decisioning on Autopilot

Feed straight into the NestEgg Decision Engine, or export data for 3rd-party decisioning systems.

Plug into Back-office Systems

Free-up your time by eliminating re-keying into your favourite back-office system. (Ask us for details)

Track Your Performance

Maximise your marketing ROI by tracking where your applicants are coming from and what they do.

Frequently Asked Questions

Ready to find out more?

Schedule a call to discuss whether the Decision Workflow is right for you.

(Not sure? Check out the Decision Engine and Growth Packages)

Get a demo