PRM LEAD SECTIONS

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PRM LEAD SECTIONS by Mind Map: PRM LEAD SECTIONS

1. Partner Contact

2. Sourcing

2.1. Gate

2.1.1. Type

2.1.1.1. Sub-Type

2.1.1.1.1. Parent Name

2.2. Mode is the Data Entrance Process

2.2.1. Self-Served

2.2.2. Inbound Lead

2.2.3. Inbound Call

2.2.4. Excel

2.3. Loan Opportunity Partner

2.3.1. Who and Why

2.4. Payout Details

2.4.1. How Many Loan Partners to this Opportunity

2.4.2. What is the type of Payout Applicable to this Opportunity for this Partner

2.4.2.1. CPL Only

2.4.2.2. CPL + CPD

2.4.2.3. CPL + CPD+ Tranche (first / All)

2.4.2.4. CPC

2.4.2.5. CPD

3. Partner Details

3.1. Partner

3.1.1. Partner Details

3.1.2. Coordinates

3.1.3. Geo-Mapping

3.1.4. Team Mapping

3.1.4.1. Relationship Management

3.1.4.2. Business Pipe Management

4. Opportunity Profile

4.1. Business Segment

4.1.1. SEL

4.1.1.1. Nature of Financing Required

4.1.1.1.1. Fresh

4.1.1.1.2. Reimbursement

4.1.1.1.3. Balance Transfer

4.1.1.1.4. Top Up Loan to Existing Customer

4.1.1.2. Product

4.1.1.2.1. Product Input

4.1.1.2.2. Product Output

4.1.2. EIL

4.2. Loan Requirement Details

4.2.1. How Much

4.2.2. When

4.2.3. Selection of Terms or Schemes

5. Customer Profile and Record

5.1. Family Tree

5.2. Relationship

5.2.1. Siblings / Offsrings

5.3. Enriched Data

5.3.1. Post Course Completion Job & Salary

5.3.2. New Coordinates

6. Cross Sell Details

6.1. ACE PACK

6.2. Insurance

6.3. Forex

7. Loan Application

7.1. Loan Character Profiles

7.1.1. Student

7.1.1.1. Identity

7.1.1.2. Cooridnates

7.1.1.2.1. Digital Coordinates

7.1.1.2.2. Physical Coordinates

7.1.1.3. Past Academics

7.1.1.3.1. Customer Data Enrichment

7.1.1.3.2. Loan Underwriting Requirement

7.1.1.4. Employment

7.1.1.5. Financials

7.1.1.6. Relationship

7.1.1.7. Family Details

7.1.2. Fin Loan Sponsor

7.1.2.1. Identity

7.1.2.2. Cooridnates

7.1.2.2.1. Digital Coordinates

7.1.2.2.2. Physical Coordinates

7.1.2.3. Past Academics

7.1.2.3.1. Customer Data Enrichment

7.1.2.3.2. Loan Underwriting Requirement

7.1.2.4. Employment

7.1.2.5. Financials

7.1.2.6. Relationship

7.1.2.7. Family Details

7.1.3. Parents

7.1.3.1. Identity

7.1.3.2. Cooridnates

7.1.3.2.1. Digital Coordinates

7.1.3.2.2. Physical Coordinates

7.1.3.3. Past Academics

7.1.3.3.1. Customer Data Enrichment

7.1.3.3.2. Loan Underwriting Requirement

7.1.3.4. Employment

7.1.3.5. Financials

7.1.3.6. Relationship

7.1.3.7. Family Details

7.2. Other Application Details

7.2.1. Loan Collateral

7.2.2. Education Enrolment Details

7.2.2.1. Visa

7.2.2.2. I20

7.2.2.3. Admission Confirmation

7.2.3. Fee Payment Transfer Details

7.2.3.1. Self

7.2.3.2. School Account

7.3. Loan Documentation

7.4. Loan Repayment Set-up

7.4.1. E-Nach Option

8. Opportunity Details

8.1. Business Details

8.2. Product Set-up

8.2.1. New Product Request

8.2.2. New Product Approval

8.2.3. Product Creation & Go-Live

8.3. Potential Mapping

8.3.1. K-12

8.3.2. HEL/Executive

8.3.3. EIL

8.4. Contact Mapping & Association

8.5. Payout Structure

8.6. Source Mapping