Скачать или смотреть Setting Up Pipedrive for Finance Services

Customising Your Pipelines
At the heart of Pipedrive is the pipeline feature, which allows brokers to visually track the progress of every deal. For finance brokers, this is particularly valuable when managing client applications, where deals move through various stages, from initial contact to settlement

Managing Referrals with a Dedicated Pipeline
Many finance brokers rely heavily on referral networks to generate new business, making it essential to have a system that manages both the referrers and the deals they generate. Pipedrive’s referral pipeline offers a structured way to track and nurture relationships with referrers, from initial referral submission through to deal closure.

Custom Fields for Precise Data Tracking
One of the major benefits of using Pipedrive for finance brokers is the ability to create custom fields that capture all the necessary details for each deal and client. Brokers can set up fields to track everything from the loan amount and interest rate to specific applicant details like outstanding documents or guarantor information. These fields not only provide clarity on each deal but also help to maintain compliance with industry regulations by ensuring all necessary information is collected and stored securely.