Loans Management
This module provides a systematic approach to managing loans, including prerequisites, new loan creation, loan importation, posting, disbursement, audit trails, reconciliation, and listing functionalities with search, filter, and export options.
Customer Module
Focused on customer management, this module covers prerequisites, customer creation, and KYC (Know Your Customer) document upload functionalities, ensuring efficient and compliant customer onboarding processes.
Reporting Module
Dedicated to reporting and analytics, this module enables users to generate insightful reports on various aspects of loan management and customer interactions, facilitating informed decision-making and regulatory compliance.
Customer Scoring
Utilizing Mpesa and Bank statements, this module scores customers to assess creditworthiness and mitigate risks associated with lending.
SMS Scheduling
This module automates the scheduling of personalized SMS and quick campaigns, enhancing customer engagement and communication strategies.
Appraisal
It encompasses essential functionalities such as loan approval before disbursement, customer onboarding approvals, funds transfer approval, shares selling approval, and external approver management.
Shares Module