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ProcMATE: Digital Lending Simplified By Compusoft

Compusoft · Customer Service

SaaSNo attestation published

Certification per Microsoft Marketplace.

ChatbotOmniChannelCustomer Service
Provenance reach3 of 12 layers traced

Evidence tier Source Confirmed · 9 captures on record

User ratingNot rated0 reviews on the listing
Runs onSaaSSaaS
ProvenanceUnknown33% of the provenance layers this product can disclose
Evidence riskHighSign in to see the basis for this band.

What the publisher says

As described on Microsoft Marketplace.

ProcMATE: Digital Lending Simplified

This Solution Empowers Banking and Financial institutions with a BPM toolset that can be used to modernize and automate the Digital Lending process with a view of optimizing costs and improving efficiencies.It automates business processes and use the underlying machine learning layer to continuously monitor the transactions thus helping the customer by providing real time eligibility of loans and credit approvals. A customer can be engaged using Chabot, SMS, twitter, Facebook, WhatsApp, LinkedIn, etc. ProcMATE is deeply integrated with Dynamics CRM to standard Lending process in Sales and future Service processes and can be further easily integrated with several other enterprise systems if required.

Show the rest of the publisher’s description (36 more lines)

Post Lead creation, machine learning algorithm keeps running in the background and helps the sales team with the lead scoring and classification. This initial ML algorithm can be trained over the period of time and inputs from sales team to provide accurate suggestions.

Typical modern industry challenges:

  • Conversion time adds to customer drop-offs
  • No real-time eligibility check leads to an experience which is not optimal
  • Mis-selling is prevalent due to non guided flows

ProcMATE: Digital Lending Simplified brings the Banks closure to Customers by automating customer centric business processes in a channel where your customers are present.

Prominent features

  • Real time eligibility and credit approvals for the customers
  • Guided flows leads to a better product-profile match
  • Enable customers to connect and engage across channels of choice improving stickiness

Benefits Delivered

  • Digital and Social channels lead to exponential reach
  • Companies optimize cost on loan provisioning
  • Matching of loan product to profiles add to quality of loans
  • ML algorithm to help lead classification and scoring

Measures

  • Cost optimization
  • Conversion quality
  • Percentage opting for self-service mode

Value Proposition:

  • Automate Customer Acquisition Journey
  • Interactive Banner Ads
  • Lead Engagement & Classification
  • Quotation and Eligibility
  • Application & Renewal
  • Automate Customer Service Journey
  • Feedback & Survey
  • Claim Registration & Claim Status
  • Customer Service

In nutshell ProcMATE: Digital Lending Process Simplified promises

  • High Quality leads
  • More Conversions
  • More Sales
  • Faster processing time
  • Quicker Issue Resolution
  • Lesser Overall Cost

Preview

5 images
ProcMATE: Digital Lending Simplified By Compusoft preview 1ProcMATE: Digital Lending Simplified By Compusoft preview 2ProcMATE: Digital Lending Simplified By Compusoft preview 3ProcMATE: Digital Lending Simplified By Compusoft preview 4ProcMATE: Digital Lending Simplified By Compusoft preview 5

Agent build and provenance

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Compliance

Government
  • FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27

Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.

Vendor

External enrichment

CompanyCompusoft Advisors - Microsoft Dynamics 365 | Office 365 | Power BI | Azure | Software LicensingAutomated

Sources

Marketplace listingmarketplace.microsoft.comSource
Privacy PolicyPrivacy PolicySource
License TermsLicense TermsSource

Publisher resources

2 links

Linked repositories

RepositoriesUnknownUnknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.

Pricing
Unknown
Not stated
Delivery
SaaS
https://compusoftadvisors.microsoftcrmportals.com/SignIn?returnUrl=%2F
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