Start Grin’s risk-free trial and see real results in 14 days—onboarding, loan origination, EMI automation, KYC, collections, dashboards, and ROI tracking. Follow this simple roadmap to evaluate Grin with confidence.

Risk-Free Trial: What You Can Expect in Your First 14 Days with Grin

Choosing loan management software shouldn’t feel like a gamble. That’s exactly why the Risk-Free Trial: What You Can Expect in Your First 14 Days with Grin is designed to give a hands-on, no-pressure experience of core features—loan origination, KYC, underwriting automation, EMI schedules, reminders, collections workflows, dashboards, and reporting. This guide offers a clear plan to make the most of those 14 days, so teams can test real workflows, measure quick wins, and decide with confidence.

Why This Risk-Free Trial Works

Every lending team has unique processes. A trial should let those processes breathe, not force a generic demo. With Grin’s trial, it’s easy to:

Validate fit: Map your existing stages, user roles, and approval flows without reworking everything.
Prove efficiency: Track how much time is saved in approvals, follow-ups, and reporting.
See the big picture: Use dashboards to visualize portfolio health, delinquencies, and collections.

What’s Included in Your Trial

Core modules: Loan origination, servicing, EMI schedules, collections, and reporting.
Smart automation: Rules for eligibility, task assignments, and reminders.
Integrations (where enabled): Messaging, CRM, and accounting connectors to replicate day-to-day flows.
Support materials: Setup guides, checklists, and best practices to move fast.

Your 14-Day Roadmap

Days 1–3: Setup, Roles, and Data Foundations

Create users and permissions for sales, risk, operations, and collections.
Configure 1–2 loan products with interest type, fees, penalties, and grace periods.
Import sample borrower and loan data via CSV to simulate real journeys.
Quick win: Build a simple application pipeline and move a record across each stage to visualize the lifecycle.

Days 4–7: Origination, KYC, and Underwriting

Standardize intake with a clean application form and document checklist.
Enforce KYC verification steps with audit-ready logs.
Use a rules engine to encode credit policy (thresholds, documentation, red flags).
Auto-assign underwriting reviews and keep risk notes centralized.
Quick win: Cut approval TAT by pairing checklists with automated validations.

Days 8–10: EMI Schedules, Reminders, and Collections

Generate EMI schedules automatically based on product rules.
Set proactive reminders via SMS/WhatsApp/email for due and overdue payments.
Create collections queues (current, 1–30, 31–60, 61–90) and assign agents.
Log outcomes like PTP, broken PTP, or reschedule requests to trigger next steps.
Quick win: Reduce missed payments with structured reminders and agent tasks.

Days 11–14: Dashboards, Reporting, and ROI

Monitor disbursement trends, delinquency buckets, and collection efficiency.
Pull operational reports: pipeline velocity, approval rates, TAT, agent productivity.
Consolidate compliance artifacts—documents, logs, and approvals—into one audit trail.
Capture ROI: Compare manual steps vs. automated workflows and quantify time saved.

Must-Try Features During the Trial

Loan Origination and Servicing

Move from intake to sanction and disbursement without spreadsheets. Keep sanction letters, agreements, and repayment schedules consistent and error-free.

Rules and Automations

Configure if-then policies for income validation, credit ranges, and documentation. Auto-assign reviews or tasks when a loan progresses to the next stage.

Collections Intelligence

Build playbooks for soft, medium, and hard collections. Track outcomes, trigger follow-ups, and view collection efficiency in a single dashboard.

Reporting That Drives Decisions

Drill into product and branch performance and agent productivity. Export snapshots for leadership and board reviews without manual stitching.

Best Practices to Maximize the Risk-Free Trial

Set Clear Success Criteria

Define what a “go” looks like—faster approvals, fewer data errors, improved on-time reminders, better collection efficiency. Focus the trial around those outcomes.

Mirror Reality First, Then Automate

Recreate current process stages, handoffs, and approvals. Once accurate, add automations to remove bottlenecks and manual work.

Involve Key Stakeholders Early

Bring in reps from sales, risk, operations, and collections. Assign a trial owner to collect feedback and keep momentum.

Measure Before and After

Track approval time, disbursement time, reminder completion, and delinquency movement. Document reduced manual steps and error rates to quantify ROI.

A Simple 14-Day Action Plan

Day 1: Users, roles, permissions, and approval flow
Day 2: Configure two loan products with fees and penalties
Day 3: Import sample borrower/loan data and validate field mapping
Day 4: Build application form and document checklist
Day 5: Configure KYC steps and eligibility rules
Day 6: Set underwriting tasks and sanction templates
Day 7: Test disbursement flow
Day 8: Generate EMI schedules and confirm calculations
Day 9: Set automated reminders for due/overdue payments
Day 10: Configure collections queues and assign agents
Day 11: Build dashboards (pipeline, approvals, delinquencies)
Day 12: Create operational and compliance reports; test exports
Day 13: Collect team feedback; refine rules and automations
Day 14: Summarize ROI and prepare a go/no-go recommendation

What happens after 14 days?

Export insights, finalize ROI, and—if it’s a match—move to full onboarding with implementation and training.

Why This Trial Reduces Risk—and Accelerates Value

Operational clarity: See the complete borrower journey end-to-end in days, not weeks.
Compliance confidence: Keep audit-ready records, documents, and approvals in one place.
Team alignment: Give sales, risk, ops, and collections a single source of truth and shared dashboards.

Conclusion: Start Your Risk-Free Trial Today

The fastest way to evaluate a lending platform is to put it to work. With the Risk-Free Trial: What You Can Expect in Your First 14 Days with Grin, teams get a structured experience that showcases real outcomes—faster approvals, accurate EMI schedules, proactive reminders, clear collections workflows, and leadership-ready reporting. If operational efficiency, compliance readiness, and predictable collections are priorities, start the risk-free trial and see how much value the first 14 days with Grin can unlock.