Unifying lead operations across branches with Mixins Loan CRM
LoanHUB India
NBFC · Personal lending
Onboarding time
~2 weeks
Branches live
4
Lead duplication
Eliminated
The challenge
LoanHUB was growing fast across multiple branches, but lead assignment, follow-ups, and status updates lived in spreadsheets and informal WhatsApp groups. Branch managers had no live view of pipeline health, and telecallers often worked the same leads twice.
What we built
Mixins deployed Loan CRM with role-scoped telecaller queues, auto-dial integration, and branch-level dashboards. Credit workflows were configured to match their existing approval policy so the ops team did not need to relearn how decisions were made.
Key outcomes
- Single telecaller queue with auto-dial and call logging
- Branch managers gained live pipeline visibility
- Credit gates mapped to existing approval policy
- WhatsApp and email triggers tied to lead status
“We were running leads on spreadsheets and WhatsApp groups. Mixins Loan CRM gave our telecallers one queue with auto-dial, and branch managers a live pipeline view.”
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