Field agent tracking for BFSI teams that proves every visit, every collection, every verification.
GPS-verified customer visits. Photo proof of field interactions. Collections and loan verification logs. Real-time agent location tracking. Everything your BFSI field operations team needs — with the audit trail your compliance team requires.
Trusted by NBFCs, insurers & MFIs across India to manage loan officers, agents, and collections teams.
The problem
BFSI field operations run on trust and paper. Both are unreliable.
Your field agents are visiting customers, collecting payments, and verifying loan applications — without any real-time oversight. Fraud happens. Disputes happen. And without a GPS-verified audit trail, you can’t tell the difference between an honest agent and a dishonest one.
Field Agents Who "Visited" Without Visiting
Your loan verification agent submits a report saying they visited the applicant's residence and workplace. The report looks clean. Except the agent wrote it from a tea stall 3 kilometres away based on documents handed over at a mutual friend's house. Ghost visits in BFSI field operations aren't rare — they're systematic, and they're how NPA risk gets systematically understated.
Collections With No Paper Trail
Your field collections agent collects ₹12,000 from a borrower. The borrower is given a handwritten receipt. The agent updates the system at end of day. Somewhere in this chain, amounts get misreported, receipts get lost, and disputes arise that are nearly impossible to resolve. Without GPS-verified collection logs, you can't tell a legitimate dispute from deliberate misappropriation.
No Visibility Into Agent Productivity
Your collections team has 20 agents covering 400 active accounts. Your manager knows who hit their weekly targets. They don't know who's working 8-hour days visiting 12 customers versus who's submitting paperwork for 12 visits while actually working 4-hour days. Without visit-level data, high performers and low performers look identical on paper.
Compliance Audits You Can't Fully Satisfy
RBI guidelines and IRDAI requirements increasingly require documented evidence of customer touchpoints — not just the outcome (loan disbursed, policy sold) but the process (agent visited customer, identity verified, consent recorded). Your current process generates transaction records. It doesn't generate process documentation. When the auditor asks for proof your agent visited a customer, the honest answer is no.
The Solution
MyFieldHeroes gives BFSI field teams the verification layer their operations have always needed.
BFSI field operations — loan origination, insurance sales, collections, verification — are among the most documentation-intensive field activities in India. Every customer interaction has compliance implications. Every visit claim needs to be verifiable. Every collection has a potential dispute. The enterprise CRM systems most BFSI institutions use are designed to capture the transaction, not the field activity that led to it. MyFieldHeroes adds the field activity layer alongside your existing CRM.
Every customer visit verified
GPS geofencing confirms the agent was at the customer's address. Photo proof confirms the interaction happened. The visit log can't be faked from a desk or a tea stall.
Collections with complete audit trails
Every collection interaction is logged with GPS location, timestamp, amount, and photo proof of any document exchange. Disputes get resolved with data, not arguments.
Compliance documentation ready
Every field interaction generates a complete, timestamped, GPS-verified record. Your compliance team has the process documentation they need for regulatory audits — automatically.
The features BFSI field teams need at every customer interaction.
GPS-Verified Customer Visit Logs
Photo Proof of Customer Interactions
Collections Log with Amount and Acknowledgement
Beat Plan and Territory Management
Full Offline Mode for Rural and Semi-Urban Coverage
From "agent says they visited" to GPS-verified proof automatically.
Field verification in BFSI — confirming that a loan applicant actually lives at the stated address, actually works at the stated employer, actually has the assets they claim — is the last line of defence before credit decisions are made. When verification is weak, loan quality suffers. When verification fraud happens at scale, NPAs accumulate.
The root cause is always the same: field agents are trusted to verify without being verified themselves. They submit reports. The reports are taken at face value. Nobody has the bandwidth to cross-check, and there’s no technical mechanism to confirm the agent was actually at the stated address. MyFieldHeroes adds that mechanism. Your credit team can review any verification visit in 30 seconds.
BEFORE vs AFTER MYFIELDHEROES
Before — Desk verification
Agent calls applicant from office. Writes location-based report from memory. Credit team approves based on trust. NPA risk: understated.
After — GPS-verified visit
Agent visits address. GPS logged. Two photos captured. Duration: 18 minutes. Credit team reviews in 30 seconds. NPA risk: accurately assessed.
30 seconds to review any verification
vs. taking the report on trust with no evidence
Built for the compliance requirements Built for the compliance requirements
RBI guidelines. IRDAI requirements. Internal audit frameworks. MyFieldHeroes generates the process documentation your compliance function needs — automatically, from normal field activity.
GPS-verified field activity logs
Every customer visit is logged with GPS coordinates, agent identity (facial recognition), timestamp, duration, and photo proof. The log is immutable and exportable for regulatory review.
Complete collections audit trail
Every collections interaction — amount collected, customer acknowledgement, GPS location, timestamp — is logged and searchable. Dispute resolution and regulatory compliance both use the same data set.
Role-based access control
Field agents, team managers, compliance officers, and audit teams see only what their role requires. Agent performance data and customer interaction logs are protected from unauthorised access.
Data stored in India
All field activity data is hosted on secure Indian servers in compliance with the DPDP Act 2023 and RBI data localisation requirements. Your customer interaction data never leaves India.
Customer Stories
Real-world success stories showcasing
How our solution Solves client challenges.
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One plan. One price. No Surprises.
Everything you need to manage your field force efficiently at an honest price point.
Enterprise Access
- Unlock premium features and expert support. Choose from our range of flexible plans. Empower your workflow with a perfect fit.
Questions people ask before Signing Up.
Yes. MyFieldHeroes offers API integrations with most LOS, CRM, and collections management platforms. Customer visit logs, verification status updates, and collections data can sync to your existing system. Our onboarding team handles the integration setup based on your tech stack.
MyFieldHeroes is fully offline-first. Every visit log, GPS coordinate, photo, and note is stored on the agent’s device when offline and syncs automatically when signal returns. Your rural and semi-urban coverage data is just as complete as your urban data.
Yes. Visit requirements (mandatory photo, GPS proof, specific checklist items) can be configured per role, per team, or per customer category. Verification visits might require two photos (residence exterior + workplace); sales visits might require one photo and a note. These are set during onboarding.
Yes. Collections agents log the amount collected (full or partial), select the payment type, capture a photo of any receipt or acknowledgement, and submit. The system records the GPS location and timestamp automatically. Managers see all collection activity in real time. Partial payments are tracked separately and show up clearly in the collections dashboard.
Yes. All data — including field activity logs, GPS records, photo proof, and agent biometric data — is stored on servers within India. MyFieldHeroes complies with RBI data localisation requirements and the DPDP Act 2023. We can provide a data residency certificate on request.
Most BFSI field teams are fully live in 48–72 hours. We handle the agent enrollment, territory configuration, visit requirement setup, and CRM integration. Agents need a 15-minute walkthrough. Team managers and compliance officers get a 45-minute session on the dashboard and reporting features.
End ghost visits. Build the audit trail your compliance team needs.
Book a 20-minute demo. We’ll walk you through GPS-verified field visit logging, collections tracking, and compliance documentation — using your actual agent workflow and territory structure.
- Built in India
- No credit card required
- Live in under 48 hours