Finance & Collections

Field verification & collections software for banking & NBFC

Put every field agent on a live map, prove every verification with geo-tagged photos, and close cases within TAT.

Banks & NBFCsLoan & DSA field teamsField-investigation agenciesKYC & onboarding teams
Live · 7 on field
On-time SLA
98.4%
RK
Raj Kumar
At customer · stop 1 of 4
17.4263, 78.4501
Sound familiar?

Field verifications come back late and thin, and you can’t always prove the agent actually visited the address, which is exactly where fraud creeps in.

One platform for field verification, onboarding and TAT

Whether you need field verification software, NBFC field investigation software, a KYC app or FI-agent tracking, FieldExecutives brings it together: every agent on a live map, every visit geo-proven with photos, and every case tracked to closure.

It works as your loan field-verification and onboarding software, with custom verification checklists, photo/document capture and TAT timers, so cases move fast and compliance holds.

How it works

How work flows for Banking & NBFC

From the office to the field and back, every assignment, tracked end to end.

01
Assign the case

Routed with a checklist

Verification, KYC and onboarding cases are routed to agents with the address, checklist and TAT.

02
Reach the address

Geo-verified visit

Optimised routing and a geo-verified check-in at the premise.

03
Verify & capture

Compliant, photo-backed

A verification checklist, photos and documents captured against a custom, compliant form.

04
Close within TAT

Live TAT & outcomes

Cases close with geo-tagged proof; TAT, positive/negative rates and agent output report live.

Walk a day

A field-verification day

09:30

Cases load

Agent punches in, the day’s verification cases appear.

11:00

Address visit

Geo check-in at the residence, photos and checklist captured.

14:00

Business FI

Business verification done with documents.

18:00

TAT met

Cases closed within TAT, dashboard updated.

Configured for you

Capture exactly what Banking work needs

Build the fields, forms and proof your process demands, by drag-and-drop, with no code. Here’s what teams like yours typically track:

See how configuration works
Case / application ID
Geo-verified visit
Verification checklist
Photos & documents
Positive / negative outcome
TAT timers
Custom compliant form
Agent output
app.fieldexecutives.com/ops
Field Command
Live
Punched in
23/25
On field
18
In transit
5
SLA
98%
Roster
RK
Raj Kumar
At customer
PS
Priya Singh
In transit
AP
Amit Patel
Idle
The payoff

Your whole operation, on one screen

Live map, proof of every visit, and the numbers that actually move your business, what teams typically see:

Live
case TAT
100%
geo-verified visits
0
unproven visits
Full
audit trail
Real results

How we’ve helped banking partners

The changes teams see once the field runs on FieldExecutives.

Proved every field visit with geo-tagged, photo-backed checks
Cut verification TAT with routing and live case tracking
Reduced fraud risk with location and document proof
Standardised compliant verification with custom forms
Gave managers live agent output and positive/negative rates
Kept a full audit trail for compliance
In their words

Trusted by banking teams

Geo-tagged verification with photos cut our fraud risk sharply. We can prove every visit.
Ramesh Iyer
Credit Operations Head · Pinnacle NBFC
TAT on field verification improved once cases were routed and tracked live.
Shweta Rao
Risk Manager · UnityFin
The audit trail alone made our compliance reviews far easier.
Alok Nair
Field Ops Lead · FirstBridge Finance
Questions

Banking & NBFC, answered

How do you prevent fake field verifications?+

Agents check in with GPS at the address and capture photos and documents, so every case carries proof of visit.

Does it track TAT?+

Yes. Each case carries a TAT timer, and managers see live TAT, output and positive/negative rates.

Are the forms compliant and customisable?+

Yes. Build compliant verification and KYC checklists by drag-and-drop, with mandatory fields and photos.

Ready when you are

Ready to run your banking team on a live map?

Start free with up to 2 users, or book a 20-minute demo and we’ll map it to your exact workflow.

Free trial · No card required · Setup in a day
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