The startup develops insurance funding software that digitizes customer relationships for banks and brokers in the real estate and financial services sectors. This platform enhances collaboration and reliability in customer file management, significantly reducing time spent on administrative tasks.
Funding
$5.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions and brokers often struggle with inefficient, manual processes for managing customer relationships and loan applications, leading to errors, delays, and increased administrative overhead. Collaboration between stakeholders is often fragmented, and tracking customer data across multiple systems can be unreliable.
Solution
Eloa provides a SaaS platform designed to streamline and digitize customer relationship management and funding processes for banks, brokers, and professionals in the real estate and financial services sectors. The platform offers modules for managing various types of loans, including real estate, consumer, and professional loans, as well as solutions for mobility-related financing like auto and moto loans. By centralizing customer data and automating key workflows, Eloa enhances collaboration, improves data reliability, and significantly reduces the time spent on administrative tasks. The platform also includes features for managing vehicle sales, including inventory management, contract generation, and CRM capabilities.
Target Audience
Eloa primarily targets credit brokers, financial intermediaries, and automotive sales professionals seeking to streamline their operations, improve customer engagement, and efficiently manage loan and insurance offerings.
Features
- Configurable platform to adapt to specific business processes and organizational structures
- End-to-end loan application processing, from initial inquiry to funding
- Integrated CRM functionality with email, SMS, and chat capabilities
- Digital document management and contract generation
- Automated commission calculation and invoicing
- Stock management for vehicle sales, including a vehicle reference database
- Digitalized police record keeping
- Tools for website creation and ad distribution across multiple portals
- API integrations with partner ecosystems
- Calculators for credit and real estate