• Loan Plan
  • Loan Category
  • Loan Sub Category
• Loan Disbursement Options
  • Single Step Disbursement
  • Fixed Multiple Step Disbursement
  • Variable Disbursement (Daily interest)
• EMI Calculation
  • Compound Interest Monthly
  • Simple Interest Monthly
  • Daily Interest Calculation
  • Principal Reducing
  • EMI Available : Monthy, Quartely, Half Yearly, Yearly , interest only
  • Principal and Interest bifurcation
  • Outstanding Per EMI
• One Time Charges
  • File Processiong Charge
  • Service Charges
  • LOD Charges
  • DR Charges
  • Payment Bounce Charges
• Executive - Agent Commission
  • Executive Level Commission per EMI
  • Executive/Collection Executive Commission per EMI (Fixed and Flat)
  • Executive Commission on Disbursement (Fixed and Flat)
• Loan EMI Penalty
  • 2 type of Penalty ( Fixed and Flat)
  • Penalty Concession
  • Payment Bounce Charges
• Penalty Waiver
  • Penalty Waiver
  • Interest Waiver
• Documentation
  • Document Category Creation
  • Document Name Creation
  • Set Documents According Loan Plan(Sub-Category)
• Loan Closure settings
  • Full Loan Closure
  • Partial Pre Closure
  • Irregular Accounts Management - Move to Loan Clousure Type
• users and responsibility Management
  • Create New User (As Per Level)
  • Automatic Adviser Login Creation
  • Active and Deactive user
  • User Role Level Rights Manager (Page Rights View, Add, Edit)
  • Specific User Rights Manager (Page Rights View, Add, Edit)
• Location Master
  • Country Master
  • State Master
  • City Master

• Branch Management

  • Create Branch
  • Edit, View Branch
  • Branch Rights Settings
  • Daily Branch Working report
  • Total collection (Date-wise)
  • No. of accounts (Date-wise)
  • Excess Amount(Liabity Report)
  • Daily Branch Working report

• Executive (Office or Outside) Management

  • Executive Post Master (Agent, Sales Executive Etc)
  • Executive Registration
  • Executive Edit Profile
  • Executive Verify by admin or Active
  • Upload Executives Photo and Signature
  • Executive Tree View - Graphical
  • Executive Report with all Filtrations
  • Executive Direct Report
  • Executive Downline Report
  • Cancel Registration
  • Executive Rank Update - Manual
  • Executive Self Business Report
  • Executive Team Business Report
  • Executive Total Business Report
  • Executive wise Customer report
  • Executive Commission Report
  • Cancel Registration
  • Executive Change Password
  • Executive Recover Password
  • Fast Executive Details Searching
  • Executive Bank Details update
  • Executive Nominee Details update
  • Activate / Deactivate Executive
  • Important Reports on Excel, Word, PDF Formats

• Loan Transactions

  • Customer Registration
  • Document Collection
  • Document Verification
  • Pending Management
  • CIBIL Verification
  • Legal Verification
  • Technical Verification
  • Credit Information
  • Field Verification
  • Credit Information
  • Loan Temp Account Verification Levels FI
  • Edit Loan Account Before Verification
  • Generate Sanction Letters(Multiple)
  • Cancel Loan Account - Before Disbursment
  • Approve Loan as per Loan Disbursement Type
  • Loan Disbursement (Issue Loan) as per Loan Disbursement Type
  • Loan Approval Status by Customer
  • Agreement, Bond, Receipt, Sanction Letter Printing system
  • Loan Settlement and Loan Account Closure
    • Partial Pre-Closure with Lumpsum Amount
    • Full Pre-Closure
    • Reconstruction of Loan
  • PDC Cheque Detail
  • Cheque send to Bank for Clearing
  • Clear Cheque as per Bank Sheet
  • Pending Cheques Status
  • Loan Payment Chart
  • Loan EMI Payment
  • Variable Loan Collection
  • Loan Account Details Statement
  • EMI Chart
  • Payment Options (Cash,Cheque, DD, NEFT)
  • Fast Searching with required Filtrations datewise, Executive wise, Plan wise, others
  • Daily Loan Collection Report
  • Check Bounce Process
  • Loan Account Report
  • Loan Defaulters Report
  • Loan Penalty Report
  • Pending EMI Report

• Vehicle Loan

  • Dealer / Vendor Management
  • vehicle Make Master
  • Vehicle type Master
  • Vehicle Category Master
  • Vehicle Color Master
  • Vehicle Make Model Master
  • Vehicle details
  • Vehicle reselling

• Property Loan / Housing Loan

  • Builder Registration
  • Builder Banks (Multiple)
  • Builder Projects
  • Builder`s CLP ( Construction Link Plan)
  • Builder`s CLP Percentage Setting
  • Fixed Step Disbursement to Builder Direct

• Gold Loan

  • Gold Item Master
  • Gold Cost Per Gram
  • Gold Plan Creation (Set Max Value in Percentage)
  • Gold Loan Calculator
  • Gold Vault

• Customer Management (MIS)

  • Search Customer and Accounts with Filtrations
  • Defaulters List
  • Due EMI according to customer
  • Customer Account History
  • Add Co-Applicant (Multiple)
  • Applied Customer Details
  • Application Tracking

• Printing Management

  • Welcome Letter
  • EMI Payment and Re-payment Receipt
  • Bond Issue (Its Actually Loan Allotment Letter)
  • EMI Chart Print
  • Statement Print
  • Sanction Letter Print

  Payout and Commissions

  • Generate Payout
  • Generate Collection Executive/ Agent Income
  • Payout Statement
  • Payout Closing Summary
  • TDS Report

• Utilities

• Support System
  • Add ticket
  • List Ticket
• Website Manage
  • List Photo Gallery
  • List vedio Gallery
  • Website Popup
  • Manage Photo Gallery
  • Manage Video Gallery
  • Manage Achievers
  • Manage Latest news
• Content Management
  • List Pages
  • Add Pages

• SMS -Email Integration

  • Loan Apply
  • Loan File Verification
  • Loan Approved
  • Loan Disbursement
  • Loan Repayment(EMI Receive)
  • Loan EMI Due

Loan Management Software