NBFC Field Ops Challenges that TrackoField Solves

Scattered field teams and offline processes create gaps in control and execution. See the core challenges that a field force tracking solves for NBFCs.

  • Limited real-time visibility into your field force.
  • Risks of missed or no visits and proxy attendance.
  • Inefficient routes resulting in high fuel expenses.
  • No region-wise visualization of risk-prone areas.
TrackoField’s field force automation for NBFCs helps ease these.
Our Digitized NBFC Field Collection Impact

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Boost NBFC Collection Coverage With Field Force Automation.

Monitor field loan agents in real time, track performance, and ensure accountability in your NBFC operations.

Core Capabilities of an NBFC Field Force Automation Software

Features that are built to give NBFCs control over collection visits, track loan agents in real-time, and increase scalability.

  • AI Facial Attendance

    Visual intelligence adds a security layer against fraud check-ins and customer verifications.

  • Territory Management

    Visualize zone-wise reporting to structure teams into manageable clusters.

  • Manager’s Bot

    Enterprise-grade LLMs and analytical intelligence helps the Manager Bot deliver instant answers.

  • Automated BEAT Plans

    Plan beats in a click to improve coverage and reduce fuel expenses.

  • Expense Module

    Rule-based on-the-go expense request systems with multi-level approvals.

  • Offline Mode

    Works in low or no network zone. Data syncs when the internet is restored.

  • Task Management

    Time and travel reports for each task and customer visit. Insightful reports to help make the right decision.

  • Real-Time Location Tracking

    Monitor field agents’ live location and history path in real time.

  • Role-Based Permissions

    Allows managers to set, manage, and reset authorities for multiple operation levels.

More Features of NBFC Field Force Automation Software

  • Analytical Dashboards

    Holistic view of team strength, pending tasks, and tasks in progress. Graphical representation for quick view.

  • Custom Digital Forms

    Multi-step and multi-entry digital forms aligned with NBFC checks and processes.

  • Leaves Management

    Quick leave requests, custom leave types, and permissible leave quota for field staff.

  • Travel History Playback

    Verify distance/mileage claims with route history and travel playback.

  • Compliance Reports

    Mobile switched off, disabled network, or GPS spoofing? Get staff compliance reports for all.

  • Employee 360° Reports

    Consolidated analytics dashboard of employee check-ins, location-history, and performance.

Why Choose TrackoField for NBFC Field Force Management?

At TrackoField, we know how NBFCs work. This is why our field force automation software is built to simplify field execution without operational overheads.

  • Tailored for NBFC Workforce

    Built specifically for NBFC collection workflows that supports high user volumes and remote field activities at scale.

  • Proven Scalability for Large Teams

    Leading NBFC brands are automating field ops with TrackoField - without performance drops.

  • Streamlined Data-Sharing

    Share data with LOS, LMS, and more with strong and authenticated API integrations.

  • Increased Collections

    Effective increase in collections visits through continuous monitoring and real-time visibility.

  • Risk Management

    Geo-spatial risk assessment to help identify and predict areas that are prone to repayment defaults.

  • Custom Geo-Fencing

    Create custom geo-fences to monitor field activities and ensure tighter control.

Automating Field Operations for NBFCs

  • Cumulative Data

    Upload 1 month’s collection data at once either via Excel or API integration.

  • Automated BEAT Planning

    Plans beat in seconds to create collection paths.

  • Geo-Verified Attendance

    Facial attendance marked or leave applied - all geo verified.

  • Smart Task Allocation

    Agent gets all tasks in their mobile office, sorted in terms of distance and priority.

  • Structured P2P Follow-Ups

    When a P2P is received, agents can create their tasks for timely fulfillment.

  • Expense Reimbursement

    Expenses are raised digitally for reimbursement

Reduce dependency on legacy systems.

Leverage TrackoField as your ‘location mind’ on the field to empower every field officer. Discover Now.

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