Kaboodle Finance Enhanced their Document Management Process with an Open Source Platform Developed by Exigo Tech

Based out of Sydney, Kaboodle Finance is engaged in structuring the lending process for its customers and providing them with the best financing options, whether it’s an investment loan, insurance or owning a home. With easy to understand, smart practical advice based on the best interests of their clients, Kaboodle helps people realise their financial goals.

Kaboodle wanted to increase its customer reach and make it easy for them to reach out to their company with their loan process. They also wanted to streamline operations and make the internal team work more efficiently and provide the best customer service possible.

The Business Need

  • 1. Track customer loan application
  • 2. Increase internal team efficiency
  • 3. Improve customer satisfaction

The Solution

Kaboodle and Exigo Tech collaborated to transform the business scenario and meet the business needs. With a thorough understanding of the business process, Exigo Tech suggested to go in for a web-based open source portal created on Zend.

With this custom-made customer portal, Kaboodle took all its customer communication online. The online customer portal became a repository for all the documents that the customers uploaded. Customers could also track their application status from time-to-time.

Business for the in-house team was sheer pleasure due to the ability to keep track of individual customer status. Document management was now an easy process as well reducing time spent on manual redundancies and increasing efficiency in the process. The team was able to deliver more and enhance the customer experience.

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Customer Portal

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Application Tracking

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Document Management

Technology Used

Business Benefits

The collaborative solution developed by Exigo Tech empowered Cook’s, their client and business partners and streamlined invoicing and payment. The reporting is helping Cook’s Plumbing with forecasting future trends, allocating budget and anticipating expenses for the upcoming period.

Customer goals realised

Document management streamlined

Team efficiency increased

Case Study

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