Loan Application Management
- Document Management
- Workflow with Approval
- Custom loan Schedule
- Underwriting
- Collection
Investments & Savings
- Copy the point on the webpage here
- Create different commission profiles and associate with salespeople
- Set up commission accelerators
- Create multiple commission profile
Workflow
- Create custom workflows for loan process approval.
- Create custom multiple workflows for loan process approval.
Commissions Management
- Copy the point on the webpage here
- Create different commission profiles and associate with salespeople
- Set up commission accelerators
- Create multiple commission profile
Client Management
- Create client
- Manage different types of client (Corporate, Individual)
- Bulk creation of client
- 360 view of client’s info I.e Client’s Detail, Loans, statement, savings and investments
Targets
- Assign monthly, quarterly, half-yearly and annual target to salespeople.
- Assign Company targets, individual and team targets
- Track the progress of targets
Manage Collections
- Track expected and overdue payments
- Individual collection
- Import bank statements for bulk collection
- Integration with NIBBS and Remitta for automatic payment collection
Reports
- Trend report
- Risk report
- Interest report
- Branch report
- Demographic Report
- Disbursement Report
RECOMMENDER SYSTEM
- AI based system to recommend loans based on client’s process
- Assign Company targets, individual and team targets
- Track the progress of targets
- Automatic/Manually approved loans
Activity Management
Replace “for transparency and accountability” with for “sales tracking” in the story.
Roles and Permissions
- Page based permissions
- Action based permissions
We will probably need ten websites to explain all our features. A trial will convince you
Still have any question on mind ? Click Here to request for demo
