KG Finvest – Quotation Engine & Marketing Automation

📋

12

Quotations (MTD)

↑ 4 vs last month

✉

87

Emails Sent (MTD)

42% open rate

🎯

23

Active Nurture Leads

3-week campaign

📊

68%

Quote-to-Lead Rate

↑ 8% this month

Lead Status Pipeline

Click a stage to view leads

14New Lead

8Registered

6Docs Pending

4Under Review

9Active

5Sanctioned

3Disbursed

2Inactive

Recent Quotations

Customer	Product	Amount	Status
Ramesh Kumar	Home Loan	₹45L	Sent
Priya Sharma	LAP	₹80L	Draft
Vijay Textiles	Biz Loan	₹1.2Cr	Reviewed
Suresh Reddy	BT	₹62L	Sent

Nurture Campaign Status

${[{n:'Anitha Const.',w:'Week 1',s:'Sent',d:'Dec 8'}, {n:'Ravi Narayan',w:'Week 2',s:'Scheduled',d:'Dec 12'}, {n:'Kumar Exports',w:'Week 1',s:'Sent',d:'Dec 7'}, {n:'Sridhar Rao',w:'Week 3',s:'Scheduled',d:'Dec 14'}, {n:'Online Enq #12',w:'Week 1',s:'Pending',d:'Dec 9'} ].map(r=>`

${r.n}

${r.w} · Next: ${r.d}

${r.s}

`).join('')}

Customer Quotation Generator

AI-generated estimates · Admin editable · PDF ready

Customer & Product Details

Fill in details — AI generates the complete quotation

Customer Name *

Application ID

Mobile Number *

Email Address *

Product *

Loan Amount (₹)

Property Value (₹)

Tenure (Months)

Estimated ROI (%)

Editable Notes (Admin Only)

These appear in the quotation as advisor remarks

Marketing Highlight

Advisor Remarks

Processing Note

⚠

All estimates are illustrative only. Never represent guaranteed approval, rate or savings. Actual terms subject to lender evaluation.

📋

Quotation Preview

Fill in customer details and click Generate to create the quotation

KG Finvest FinGuru

MFD ARN 301473 · IRDAI URN: ABLI1701250261 · www.kgfinvest.com

CUSTOMER ILLUSTRATION

⚠ Illustrative Estimate Only. This document contains estimates prepared for information and planning purposes only. Actual loan terms, eligibility, interest rates, approvals and investment outcomes may vary significantly. This is not a sanction letter or loan approval.

R

Ramesh Kumar

REF: KGF-2024-0042 · Generated Dec 8, 2024

🏠

Home Loan

Purchase / Construction / Renovation

8.35–9.00%

Requested Amount

₹45,00,000

As requested

Estimated Monthly EMI

₹39,582

At 8.75% · 20 yrs

Estimated Tenure

20 Years

240 months

Estimated Interest Cost

₹49,97,000

Total over tenure

Eligibility Range

₹38L – ₹50L

Based on typical income profile

Est. Down Payment

₹17,00,000

~20% of property value

KG Finvest Benefits

15+ lenders compared — best rate for your profile

Professional advisory — transparent consultation charges apply

CIBIL score protected — one strategic application

End-to-end documentation and bank query support

Sanction typically 40–60% faster than direct application

💼 Consultation & Advisory Fees

Consultation Fee

₹600–₹1,200

Standard · 10–20 mins

Advisory Success Fee

1% of loan

Payable on sanction letter

Fee Terms: Advisory success fee of 1% of sanctioned loan amount is payable upon issuance of the sanction letter by the lending institution, within 7 working days. Consultation fee is payable prior to appointment confirmation. All fees non-refundable once service is rendered.

Advisor Note — KG Finvest

Based on your income and property value, this is a strong application. KG Finvest has negotiated rates as low as 8.35% with multiple lenders for similar profiles.

⚠ Important Disclaimers & Terms

1. Illustrative Estimates: All figures, rates, EMIs, eligibility ranges and projections are illustrative estimates for planning purposes only. Not guaranteed or binding. Actual terms depend on lender evaluation, market conditions and individual circumstances.

2. Not a Sanction Letter: This document is NOT a loan sanction letter, offer letter or approval of any kind. Loan approval is subject to the lending institution's credit assessment, documentation verification and technical evaluation.

3. Consultation Fee: ₹600–₹1,200 (Standard, 10–20 min) or ₹1,500 (Advanced, 25–30 min) payable prior to appointment confirmation. Non-refundable once rendered.

4. Advisory Success Fee: 1% (one percent) of the sanctioned loan amount is payable upon issuance of the formal sanction letter, within 7 working days. MF/insurance fees as per SEBI/IRDAI regulations.

5. Regulatory: KG Finvest — AMFI Registered MFD (ARN 301473), IRDAI Licensed Insurance Advisor (URN: ABLI1701250261). Mutual fund investments subject to market risks. Past performance not indicative of future results.

6. Governing Terms: All services subject to KG Finvest's standard terms. By proceeding, applicant confirms agreement to these terms. GSTIN: 36AEIPR0022H1ZR. Registered office: Alwal, Hyderabad, Telangana.

KG FinvestAlwal, Hyderabad · 8555925281 · kgfinvest6@gmail.com

www.kgfinvest.com
ARN 301473 · IRDAI ABLI1701250261

3-Week Nurture Campaign

Auto-triggered on customer registration · Stops on conversion · Compliance-first

✅

Automation Rules Active: 3 emails over 3 weeks. Stops immediately when status = ACTIVE_CUSTOMER, SANCTIONED, DISBURSED, INSURANCE_CUSTOMER, or MF_CUSTOMER. Post-conversion: quarterly emails only. Festival greetings separate.

W1

Welcome & Introduction

Trigger: Registration complete

Subject: "Thank You for Choosing KG Finvest"

Welcome Message How Loan Works KG Finvest Benefits CTA: Complete Application

23 Sent

W2

Eligibility & Document Tips

+7 days from Week 1

Subject: "Improve Your Loan Eligibility"

Financial Awareness Credit Score Tips Document Checklist Common Mistakes CTA: Upload Documents

12 Scheduled

W3

Services & Success Stories

+14 days from Week 1

Subject: "Still Looking for Funding Solutions?"

All Products Success Stories Insurance Awareness MF Advisory CTA: Book Advisor Call

8 Pending

🛑

Stop Automation Rules

Nurture stops immediately on any of these statuses

${['ACTIVE_CUSTOMER','SANCTIONED','DISBURSED','INSURANCE_CUSTOMER','MF_CUSTOMER','DO_NOT_MARKET'].map(s=>`🛑 ${s}`).join('')}

After conversion: Quarterly relationship emails only (every 90 days) — covering rate review, BT opportunities, insurance review, MF performance, tax planning.

Active Nurture Queue

Customer	Product	Status	Week	Last Email	Next Email	Pref.
Anitha Const.	Construction	REGISTERED	W1 ✓	Dec 7	Dec 12	Email
Ravi Narayan	Home Loan	REGISTERED	W1 ✓	Dec 6	Dec 11	Email
Kumar Exports	Business Loan	DOCS_PENDING	W1 ✓	Dec 7	Dec 12	WhatsApp
Sridhar Rao	Home Loan BT	REGISTERED	W2 ✓	Dec 4	Dec 14	Email

AI Email Builder

Claude generates personalised emails for all campaigns

Email Configuration

Email Type

Customer Name

Product Interest

Language

Compliance Checklist

${[ ['Unsubscribe option included','Required'], ['Contact information present','Required'], ['Privacy notice link','Required'], ['KG Finvest branding','Required'], ['ARN/IRDAI credentials','Required'], ['No guaranteed returns','Required'], ['Frequency within limits (1/week max)','Required'], ].map(([l,t])=>`

${l} ✓ ${t}

`).join('')}

From: KG Finvest <kgfinvest6@gmail.com> · To: ramesh.kumar@gmail.com

Thank You for Choosing KG Finvest 🙏

Dear Ramesh Kumar Ji,

Thank you for registering with KG Finvest — your trusted financial advisor in Hyderabad. We are honoured to support you in your Home Loan journey.

What happens next?
Our advisor will contact you within 2 business hours. Meanwhile, here's what makes KG Finvest different:

✅ We compare 15+ banks — you get the best rate
✅ 100% free service — banks pay us, not you
✅ CIBIL score protected — one strategic application
✅ Fastest approvals in Hyderabad
✅ End-to-end support until disbursement

Complete Your Application →

For any queries: 📞 8555925281 or reply to this email.

Warm regards,
KG Sharma
KG Finvest · Alwal, Hyderabad

KG Finvest | ARN 301473 | IRDAI URN: ABLI1701250261 | www.kgfinvest.com | 8555925281
Unsubscribe · Privacy Policy · Manage Preferences
You are receiving this because you registered with KG Finvest. Max 1 email/week during nurture period.

Campaign Analytics

📤

87

Emails Sent (MTD)

↑ 18% vs last month

👁

42%

Open Rate

↑ Industry avg 22%

🖱

18%

Click Rate

Strong engagement

🎯

6

Conversions (email)

₹2.1L revenue

Email Performance by Type

Email Type	Sent	Opened	Clicked	Converted
W1 Welcome	23	52%	21%	3
W2 Eligibility Tips	18	44%	22%	2
W3 Services	12	38%	14%	1
BT Opportunity	15	61%	32%	4
Quarterly Review	8	35%	12%	1
Festival Greetings	11	48%	8%	0

Monthly Email Report

${[ {m:'December 2024',sent:87,open:'42%',click:'18%',conv:6,rev:'₹2.1L'}, {m:'November 2024',sent:74,open:'38%',click:'15%',conv:4,rev:'₹1.6L'}, {m:'October 2024',sent:61,open:'35%',click:'13%',conv:3,rev:'₹1.1L'}, ].map(r=>`

${r.m} ${r.rev} revenue

📤 ${r.sent} sent 👁 ${r.open} open 🖱 ${r.click} click 🎯 ${r.conv} converted

`).join('')}

Festival Greeting Automation

Greetings only · No aggressive marketing · All major festivals covered

ℹ

Festival emails contain warm greetings only. No loan promotions or aggressive CTAs. Maintains relationship without being intrusive.

${[ {f:'🌸 Ugadi',d:'Mar 30, 2025',s:'Scheduled'}, {f:'🪁 Sankranti',d:'Jan 14, 2025',s:'Scheduled'}, {f:'🪔 Diwali',d:'Oct 20, 2025',s:'Not Set'}, {f:'🏹 Dussehra',d:'Oct 2, 2025',s:'Not Set'}, {f:'🎄 Christmas',d:'Dec 25, 2024',s:'Sent'}, {f:'🎆 New Year',d:'Jan 1, 2025',s:'Scheduled'}, {f:'🌙 Ramzan Eid',d:'Mar 31, 2025',s:'Not Set'}, {f:'🇮🇳 Independence Day',d:'Aug 15, 2025',s:'Not Set'}, {f:'🇮🇳 Republic Day',d:'Jan 26, 2025',s:'Scheduled'}, {f:'🌺 Telangana Day',d:'Jun 2, 2025',s:'Scheduled'}, {f:'🌺 AP Formation Day',d:'Nov 1, 2025',s:'Not Set'}, {f:'⭐ Ugadi 2025',d:'Mar 30, 2025',s:'Scheduled'}, ].map(f=>`

${f.f.split(' ')[0]}

${f.f.split(' ').slice(1).join(' ')}

${f.d}

${f.s}

`).join('')}

Lead Management

CRM with nurture status and preference center

${[ {id:'KGF-0041',n:'Ramesh Kumar',p:'Home Loan',s:'DISBURSED',nur:'Stopped',last:'Dec 3',next:'Mar 3 (Q)',pref:'Email',stop:true}, {id:'KGF-0042',n:'Priya Sharma',p:'Mortgage LAP',s:'ACTIVE_CUSTOMER',nur:'Stopped',last:'Dec 5',next:'Mar 5 (Q)',pref:'Email',stop:true}, {id:'KGF-0043',n:'Vijay Textiles',p:'Business Loan',s:'UNDER_REVIEW',nur:'W2',last:'Dec 6',next:'Dec 11',pref:'WhatsApp',stop:false}, {id:'KGF-0044',n:'Suresh Reddy',p:'BT',s:'DOCS_PENDING',nur:'W1',last:'Dec 7',next:'Dec 12',pref:'Email',stop:false}, {id:'KGF-0045',n:'Anitha Const.',p:'Construction',s:'REGISTERED',nur:'W1',last:'Dec 7',next:'Dec 12',pref:'Email',stop:false}, {id:'KGF-0046',n:'Ravi Narayan',p:'Home Loan',s:'REGISTERED',nur:'W1',last:'Dec 6',next:'Dec 11',pref:'Email',stop:false}, ].map(r=>` `).join('')}

Lead ID	Name	Product	Status	Nurture	Last Email	Next Email	Pref.	Stop	Action
${r.id}	${r.n}	${r.p}	${r.s}	${r.nur}	${r.last}	${r.next}	${r.pref}	${r.stop?'Auto-stopped':``}

Google Sheets Integration

Auto-sync on registration · All lead data → LEADS sheet

✅

Auto-sync active. Every customer registration writes instantly to Google Sheets LEADS tab. No manual entry required.

Sheets Column Mapping

Columns written on each registration

${['Lead ID','Customer Name','Email','Mobile','City','Product','Loan Requirement','Registration Date','Current Status','Nurture Week','Last Email Sent','Next Email Date','Marketing Preference','Stop Marketing Flag','Assigned RM','Customer Portal ID','Lead Source','Quotation Sent'].map((c,i)=>`

COL ${String.fromCharCode(65+i)}

${c}

`).join('')}

Recent Sync Log

Dec 8, 2024 14:32

✅ New lead synced: Ravi Narayan — Home Loan — Row 47

Dec 8, 2024 11:15

✅ Status updated: Vijay Textiles → UNDER_REVIEW — Row 43

Dec 7, 2024 16:44

✅ Nurture status: Suresh Reddy — Week 1 sent — Row 44

Dec 7, 2024 09:00

✅ Full sync completed — 47 records updated

Dec 6, 2024 18:30

✅ New lead: Anitha Const. — Construction Finance — Row 45

Quotation History

${[ {r:'KGF-0042',n:'Ramesh Kumar',p:'Home Loan',a:'₹45L',e:'₹39,582',d:'Dec 3',s:'Sent'}, {r:'KGF-0041',n:'Priya Sharma',p:'Mortgage LAP',a:'₹80L',e:'₹84,200',d:'Dec 5',s:'Reviewed'}, {r:'KGF-0040',n:'Vijay Textiles',p:'Business Loan',a:'₹1.2Cr',e:'₹2,21,400',d:'Dec 6',s:'Draft'}, {r:'KGF-0039',n:'Suresh Reddy',p:'BT Analysis',a:'₹62L',e:'₹53,400',d:'Dec 7',s:'Sent'}, {r:'KGF-0038',n:'Anitha Const.',p:'Construction',a:'₹2.5Cr',e:'₹3,10,000',d:'Nov 28',s:'Sent'}, ].map(r=>` `).join('')}

Ref	Customer	Product	Amount	EMI Est.	Created	Status	Actions
${r.r}	${r.n}	${r.p}	${r.a}	${r.e}	${r.d}	${r.s}