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Your current loan processing/KYC flow (document collection process, manual steps, pain points)

Expected monthly volumes (number of loan applications, document requests per month)

Systems to integrate with (LOS/LMS, CRM, core banking systems, or other platforms)

Any compliance constraints (DPDP Act, ISO 27001, GDPR, RBI guidelines, audit requirements)

Document types you need to collect (KYC documents, bank statements, income proofs, etc.)

Current document collection methods (email, WhatsApp, physical collection, etc.)