CUSTOMER INFORMATION MANAGEMENT

 

Collect key customer data, including photographs, contacts and relationships.

Upload scanned or soft copy documentation with each customer profile. Documents such as:

Business registration documents,

Certificates of Incorporation,

copies of government issues identification

and a whole lot more.

Quick and easy update of customer records when necessary.

Warnings on duplicate customer profiles

Unified customer data – Find all related data in one place.

See all your customers business in one place.

Color-coded loans applications establishes relevance and increase confidence in repeat business

EASY MANAGEMENT OF LOAN LIFE CYCLE

 

Create quick Loan Applications or Proposals with flexible payment schedules to suit your clients without changing your offerings.

Client Income and Expenditure Evaluation.

Collection of Application Fees prior to, or from disbursements

Simple Collateral Management, with document upload and possession status.

Application Review, Approval and disbursement Workflow

Timely disbursement and management of Loans with accounting data

Settlement of old loans when refinancing, including automatic closure of settled loans.

Bad debt status

Collection agent assignment

QUICK REPORTS TO HELP MANAGE YOUR PORTFOLIO

 

Accounts Receivable and Receivable Forecasting report

Collections Targets by Geographical Regions.

Transaction Reporting for the entire business

Disbursement transactions

Interest Transactions

Charges & Fees

Penalties applied

Cash Received

Taxes Collected

Receipts by Dates and Payment Types

Loan Applications Activity Report

New Loan Applications loaded

Applications submitted for approval

Applications approved

Loans Disbursed, Cancelled and closed

Managers’ Portal

Quick view of loans pending, acceptance, approval and disbursement.

Easy performance graphing for (and by) locations, loan products, charges, penalties

And more