Packages

Basic Package (Admin + One branch)

MODULES

DESCRIPTION

Plan Management

FD, RD, MIS, Daily Deposit & Saving

Member / Share Management

Member Creation, Share Deposit, Share Withdrawal & Dividend

Accounting

Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation

Loan Management

Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan

Agent / Advisor Management

Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts

Print

Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement.

Reports

Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report

Website

About Us, Career, Feedback, News & Event & Calculator

In this package we will not consider any customization.

Advance Package (Admin + Five branch)

MODULES

DESCRIPTION

Plan Management

FD, RD, MIS, Daily Deposit & Saving

Member / Share Management

Member Creation, Share Deposit, Share Withdrawal & Dividend

Accounting

Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation

Loan Management

Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan

Agent / Advisor Management

Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts

Print

Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement.

Reports

Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report

Website

About Us, Career, Feedback, News & Event & Calculator

Operator Module

Create Operator, Role Assignment, Entry Approval System

Agent Login on Website

Monthly Commission, Downline Structure, Print Statement

SMS Alert

Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals

Professional Package (Admin + Unlimited branch)

MODULES

DESCRIPTION

Plan Management

FD, RD, MIS, Daily Deposit & Saving

Member / Share Management

Member Creation, Share Deposit, Share Withdrawal & Dividend

Accounting

Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation

Loan Management

Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan

Agent / Advisor Management

Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts

Print

Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement.

Reports

Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report

Website

About Us, Career, Feedback, News & Event & Calculator

Operator Module

Create Operator, Role Assignment, Entry Approval System

Agent Login on Website

Monthly Commission, Downline Structure, Print Statement

SMS Alert

Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals

Office Management

Set the Holiday, Monitor the In / Out time, Employee Login

POS Terminal

Export data to Device, Import data from Device, Collection summary on day basis, Cancel / Approve entry in Admin / Branch.

Professional Plus Package (Admin + Unlimited branch)

MODULES

DESCRIPTION

Plan Management

FD, RD, MIS, Daily Deposit & Saving

Member / Share Management

Member Creation, Share Deposit, Share Withdrawal & Dividend

Accounting

Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation

Loan Management

Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan

Agent / Advisor Management

Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts

Print

Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement.

Reports

Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report

Website

About Us, Career, Feedback, News & Event & Calculator

Operator Module

Create Operator, Role Assignment, Entry Approval System

Agent Login on Website

Monthly Commission, Downline Structure, Print Statement

SMS Alert

Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals

Office Management

Set the Holiday, Monitor the In / Out time, Employee Login

POS Terminal

Export data to Device, Import data from Device, Collection summary on day basis, Cancel / Approve entry in Admin / Branch.

Mobile App (Android / IOS) for Agent / Advisor

Collection app for Agent / Advisor, Collection for RD / DD / Saving as well as Loan, Easy A/C Search & Collection Summary on day basis.

Thermal Bluetooth Printer

Printer with Mobile app, easy pairing, Generate Receipt & Generate total Collection Receipt

Mobile App (Android / IOS) for Customre

Download Statement, Fund Transfer to another A/C, Check Available Balance & Pay Renewals / Loan EMI.

SMS System (Two Way)

A/C Balance, Agent / Advisor Commission, Loan EMI Date & Renewal date

Mobile / DTH Recharge

We are providing that facility to customers so customers can recharge from his saving account balance.