Finance ERP

NBFC SOFTWARE - MODULES & FEATURES

Loan Software System settings

  1. Company Settings
  2. Branch Settings
  3. Users Settings
Loan Plan

  1. Loan Category
  2. Loan Sub Categorys
Loan Plan

  1. Single Step Disbursement
  2. Fixed Multiple Step Disbursement
  3. Variable Disbursement (Daily interest)
EMI Calculation

  1. Compound Interest Monthly
  2. Compound Interest Monthly
  3. Daily Interest Calculation
Customer Management (MIS)

  1. All Customer Report
  2. Search Customer and Accounts with Filtrations
  3. Defaulters List
Branch Management

  1. Create Branch
  2. Edit,View Branch
  3. Branch Rights Settings
One Time Charges

  1. File Processing Charge
  2. Service Charges
  3. LOD Charges
  4. DR Charges
  5. Payment Bounce Charges
Executive Commission

  1. Executive Level Commission per EMI
  2. Executive/Collection Executive Commission per EMI (Fixed and Flat)
  3. Executive Commission on Disbursement(Fixed and Flat)
Loan EMI Penalty

  1. 2 type of Penalty (Fixed and Flat)
  2. Penalty Concession
  3. Payment Bounce Charges
Penalty Waiver

  1. Penalty Waiver
  2. Interest Waiver
Documentation

  1. Document Category Creation
  2. Document Name Creation
  3. Set Documents According Loan Plan(Sub-Category)
Loan Closure settings

  1. Full Loan Closure
  2. Partial Pre Closure
  3. Irregular Accounts Management-Move to Loan Recovery or Section 138
Users and Roles Management

  1. Create New User (As Per Level)
  2. Automatic Adviser Login Creation
  3. Active and DE active user
Location Master

  1. Country Master
  2. State Master
  3. Active and DE active user
Agent Login Management

  1. Profile View
  2. Change Password
  3. Commission Detail
Executive (Office or Outside) Management

  1. Executive Post Master (Agent, Sales Executive Etc)
  2. Executive Registration
  3. Executive Edit Profile
Loan Accounts & Transactions Management

  1. Customer Registration
  2. Document Collection
  3. Document Verification
Customer Login Management

  1. Customer Profile View
  2. Change Password
  3. Account Statement
Vehicle Loan (If Available)

  1. Dealer / Vendor Management
  2. vehicle Make Master
  3. Vehicle type Master
Payout and Commissions

  1. Associate Commission/ Third Party Commission on Disbursement
  2. Collection Charge on EMI
  3. Level Commission on EMI
SMS Integration

  1. Loan Apply
  2. Loan File Verification
  3. Loan Approved
Email Management

  1. Loan Apply
  2. Loan File Verification
  3. Loan Approved
Printing Management

  1. Welcome Letter
  2. EMI Receipt
  3. Loan Allotment Letter
Accounting Management

  1. Create Ledger
  2. Ledger Report
  3. Voucher Entry on Loan transactions
Android Application (Agents)

  1. Free Download From Google Play
  2. Agent Login
  3. Change Password
Payroll Management

  1. Employee Information System
  2. Employee Documentst
  3. Office Shift Settings
Android Application (Customer)

  1. Free Download From Google Play
  2. Customer Login
  3. Change Password
Central Stock Management

  1. Product Master (Hardware,Stationary,Services)
  2. Employee demand for product (Reqest form for product)
  3. Demand:- i)Approve for demand. ii)Denied Demand
Central Stock Management

  1. Product Master (Hardware,Stationary,Services)
  2. Employee demand for product (Reqest form for product)
  3. Demand:- i)Approve for demand. ii)Denied Demand
Flow of stock Management

  1. Category product
  2. Sub Category (Set master depriciation charges for all sub-sub category)
  3. product manage with Quantity wwise, serial wise( like hard disk serial number,bond serial number etc )
CRM (Inquiry & Sales)

  1. Lead Master And Settings
  2. Lead Creation
  3. Lead Followup
Gold Loan (If Available)

  1. Gold Item Master
  2. Gold Cost Per Gram
  3. Gold Plan Creation (Set Max Value in Percentage)
Property Loan / Housing Loan (If Available)

  1. Builder Registration
  2. Builder Banks (Multiple)
  3. Builder Projects
Utilities

  1. Support System
  2. Website Management
  3. Photo Gallery
  4. Video Gallery
POS Machine Integration

  1. Export data of Customer to POS
  2. Collect Installment via POSS
  3. Import Data from POSS
  4. 2 step Verification of POS CollectionS

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