Qualify customers before sending files to lenders.
CreditTrust eligibility intelligence helps loan teams and loan teams run consent-based customer checks, understand profile strength, and make smarter lender routing decisions — before wasting time on the wrong lender.
Priya Iyer — Personal Loan
Requested: ₹10 Lakhs · Salaried · Mumbai
Income Level
Stable
Repayment Capacity
Good
Existing Obligations
Low
Employment Type
Salaried
Recommended Lenders (3 matches)
From lead to lender match in 5 steps.
The eligibility intelligence workflow is designed to be fast, consent-first, and directly integrated into your CRM lead pipeline.
Agent adds a new lead
The loan agent captures the customer's name, mobile, loan type, and requested amount in CreditTrust.
Lead is instantly added to the pipeline and assigned to the agent.
Customer consent is obtained
Before any check is run, the agent confirms that the customer has given consent for a profile assessment.
Consent is logged with timestamp in the system.
Eligibility check is run
CreditTrust runs a consent-based profile assessment. 1 eligibility credit is deducted from the agent's balance.
The check takes seconds and returns a profile fit score.
Profile strength is displayed
The agent sees a clear profile fit score, income indicators, repayment capacity, and a list of suitable lenders.
No raw bureau data is shown — only actionable insights.
Lender is selected and file is sent
Based on the eligibility result, the agent selects the best-fit lender and moves the file to the lender workflow stage.
File status updates automatically in the pipeline.
Pay only for what you use.
Eligibility credits work like a prepaid balance. Your admin purchases credit packs, allocates them to agents, and every check deducts 1 credit. Usage is tracked in real time with full audit visibility.
Agent requests credits
When an agent needs more credits, they submit a request from their dashboard.
Admin reviews and approves
The admin sees the request, reviews the invoice, and approves the credit top-up.
Invoice is generated
A billing invoice is automatically created and attached to the approval record.
Credits added after payment
Once payment is confirmed, credits are added to the agent's balance instantly.
Credit Overview
July 2026142
Total Balance
58
Used This Month
2
Pending Requests
Rahul Sharma
28
left
Priya Malhotra
32
left
Sunita Rao
36
left
Amit Kumar
46
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What eligibility intelligence does for your loan workflow.
qualification speed
Faster customer qualification
Know if a customer is a strong candidate before spending time preparing a full file. Save hours per week.
wrong lender submissions
Better lender fit
Match customers to lenders based on actual profile data, not guesswork. Fewer wrong submissions.
approval rate
Reduced rejection chances
Files sent to well-matched lenders have a significantly higher approval rate. Less time chasing rejections.
unauthorized checks
Controlled credit usage
Admin controls how many credits each agent has. No wasteful over-checking. Every credit is accounted for.
Important: CreditTrust is not a bureau or CIBIL resale portal.
Our eligibility intelligence is a consent-based customer profile assessment tool built for loan and credit workflows. It is designed to help teams make informed decisions — not to resell credit reports.
See eligibility intelligence in action.
Book a free demo and we will show you exactly how the eligibility check workflow fits into your lead pipeline — from consent to lender match.