Every loan and policy enquiry captured, every document chased, every renewal collected.

Three workflows, end to end

1. Enquiry to file

A prospect calls about a home loan or a health policy. Mivo notes the product, the amount, the city and the best time to call, creates the enquiry and books a slot with an advisor. The pipeline shows every file from first call to disbursal or policy issue.

2. Document and status follow-ups

Each file carries its checklist. Missing documents create tasks for the operations team and WhatsApp reminders from the firm's number. "What is the status of my application?" is answered by Mivo from the file's stage, never from guesswork, and anything sensitive is handed to a verified person.

3. Renewals and collections

Policy renewals and fee invoices due this month create reminders with a payment link; the payment is recorded against the file. The owner sees renewals due, collected and lapsed on one screen.

What the template sets up

A file pipeline (Enquiry, Documents, Submitted, Sanctioned, Disbursed or Issued), checklists per product, advisor calendars, ticket types for documents, status and complaints, and FAQ starters about products, eligibility and timings. Mivo never quotes a rate or an eligibility outcome; those come from a person.

A note on calling prospects

Calls to prospects are allowed under TRAI rules only within the window and consent rules for financial services. onemivo records the enquiry and its time so follow-up calls stay within those rules. Campaign calls go only to people who enquired or opted in, from a registered 140-series number.