"Websoftex Web Based Online NBFC-MFI Microfinance Software
Beyond Your Understanding"

Your Favorite Source of NBFC-MFI Microfinance Software in Bangalore

Web & Mobile Based

TO access our NBFC-MFI Microfinance software all you need to have a reliable internet connection and a modern web browser.

User Friendly

NBFC-MFI Microfinance software is very user friendly and the system has a simple graphic user interface and features a logical distribution of functions.

Robust & secure

NBFC-MFI Microfinance is a perfect solution for daily, weekly, monthly and micro finance It has been specially designed for the technological needs of daily , weekly and monthly collection finance service in India . all integrated with accounts.

Cost Effective

Flexible and affordable pricing structure.

Overview

Web Technology:

Microsoft .Net 4.0 (Front End), MS SQL Server 2008 (Back End)

Overview

Multiple state creation option:

Create multiple states with respective branches.

Overview

Can create multiple branch users:

Multiple branch users can be created and provide required rights to manage branch.

Overview

Can create multiple agents and customers:

‘Multiple’ number of agents can work. This is already tested with entries.

Overview

User Friendly Software:

Our software is very easy to use, preferred professional employees are not required to use our software.

Overview

Huge Data Security:

Important code is managed for high level encryption. Our Project works under secured architecture.

Overview

Verification Process:

Verification process we have provided third party login like CIBIL, CPA, Address.

Overview

Automatic process:

Automatically Interest Calculation happens for Loans.

Overview

Accounting process:

Transaction entry will automatically make effect on Accounting.

Websoftex NBFC Software Feature Highlight

Overview

Document management – changing required documents, upload, pendency list.

Overview

Customer Duplication check.

Overview

Admin can set the user rights depending upon the priority.

Overview

Branch user can create ‘N’ number of customers.

Overview

Agent can check his total collection report from agent panel.

Overview

Customer Panel provides the customer to upload the documents for further loan process and they can find the loan process and verification of uploaded document status from the customer panel.

Overview

Channel Partner Panel.

Overview

Address Verification login page where to verify customers address details like KYC Documents, and address provided by customer referred from the loan application form.

Overview

CIBIL Verification page to verify the CIBIL Related details and upload the verification report of the particular customer.

Overview

CPA Verification login page where to verify customers Banking details and Business Document.

Overview

Installment Frequency like (Daily/Weekly/bi- Weekly /Monthly/Quarterly/Yearly.

Overview

Loan process till disbursement cover the entire flow like Address verification, CIBIL verification, CPA verification , Adhar verification

Overview

Fraud check option like , Security validation to avoid duplicity of entry (ex. Pan No. of customer may be used for that purpose so that if any id open in another name in same Pan No. that can be traced. by system automatically.

Overview

MIS reports to check customers ledger report, list of letters, cp report, interest certificate etc.

Overview

Integrated to financial accounting.

Overview

Easy cash, Cheque and transfer payment collection.

Overview

Software can be used for creating multiple branches. common interface for all branches is available .reports are centralized for all branches.

Overview

In our software collector collection process is through mobile with online and offline Method with approve option in admin/branch panel.

Overview

Interest calculation process with flat, floating, and fixed type.

Overview

send quarterly or monthly report to RBI.

Overview

Bank reconciling /disbursement reconciling if payment is done through cheque.

Overview

Cibil (automatic process).

Overview

Web based ERP with Multi-Location Branch .

Overview

Insurance Tracking.

Overview

Pending Document Tracking (PDD).

Overview

Channel partner business is covered in all aspects. And separately maintaining accounting is not required. Hence fully fledged accounting system is implemented.

Overview

Separate customer id details for both applicant and co-applicant (just single customer id represents whole information of customer).

Overview

Aadhar card Automatic integration.

Overview

Generating Loan disbursement text file according to bank format.

Overview

Application form and agreement document print option according to loan application.

Overview

Multiple loan/ re loan can create for same customer.

Admin Panel Detail:VIEW SCREENSHOT

Dash Board

  • Data Representation
  • Graphic Representation

Manage Admin

  • Change Password
  • Create Financial Year
  • View/Update Financial Year
  • Lock Setting
  • View Login Details
  • View Enquiry Details
  • View Query Details
  • View Testimonials
  • View Call Me
  • View Reach Us

Manage Master

  • Create State
  • View/Update State
  • Create News
  • View/Update News
  • Add IP Address
  • View/Update IP Address
  • Create District
  • View/Update District
  • Create Country

Manage Branch

  • Create Branch
  • View/Update Branch
  • Create Branch user
  • View/Update Branch user
  • IP Wise Enable/Disable
  • Contact Management

Loan Manage Loan Product

  • Create Loan Product
  • View Loan Product
  • Create Processing Fee
  • Create Secured/Unsecured Loan
  • View Secured/Unsecured Loan
  • Add Document List
  • Create Loan Cycle
  • View/Update Loan Cycle
  • Add Document Category
  • Add Property

Manage Other Charges

  • Add Bouncing Charge
  • Add Penalty Charge
  • Add waived Off
  • Add Other Charges

Report Master

  • Pending Loans for Approval
  • Floating Emi change
  • View Invoice/KYC Docs
  • View Fore Closer Request

Status Report

  • View Running Loan
  • View Rejected Loan
  • View Collection Report
  • EMI Pending Details
  • Customer Payment Details
  • View Disbursed Pending
  • Interest change Report
  • View Disbursed Pending
  • Interest change Report

MIS Report

  • C Partner Report
  • Outstanding Report
  • Disbursement Register
  • Fore closer
  • Closed Loan Accounts
  • List of Letters
  • View Partner Target Allotment

Other Charges Report

  • Basic Interest
  • Penal Charge
  • Over Due Interest
  • Chequed Bounced
  • Service Tax Payable
  • Waived Off Report
  • App Loan PF Receive
  • Rejected Loan PF Receive

Gold Loan & Gold Loan Master

  • Add Item Group
  • Add Item In Group
  • Interest Setting

Gold Report

  • Loan Payment Report
  • Pending Loan For Approval
  • Interest Report
  • Collection Report
  • Loan O/S Report
  • Receipt Report
  • Redemption Report
  • List Of Letters
  • View Rejected Loans

Accounting

  • Group
  • Create Group
  • View Group

Ledger

  • Create Ledger
  • View Ledger
  • Ledger Opening Balance
  • Opening Balance List
  • Update TDS

Report

  • Day Book
  • General Ledger
  • Cash Book
  • Bank Book
  • View Entry
  • Trial Balance
  • Receipt and Payment A/C
  • P&L Statement
  • TDS Payable
  • Balance Sheet

Settings

  • Admin User Rights
  • Branch User Rights

Utility

  • Loan Calculator
  • Software Manual
  • Software Map

Branch Panel Detail:VIEW SCREENSHOT

Manage Customer

  • View Customer
  • Logged In Details
  • Contact Management
  • Approve Customer
  • Property Description
  • Application form print data

Manage Loan Application

  • Create Loan Application
  • Approve Customer

Manage Partner

  • Create partner
  • View partner
  • Target allotment
  • View Loan Target Allotment
  • Insurance Target Allotment
  • View Insurance Target Allotment

Manage Agent

  • Create Agent
  • View/Update Agent
  • Target Loan Allot
  • View Loan Target Allot
  • Insurance Target Allot
  • View Insurance Target
  • Insurance Deposit Data

Loan

  • Create New Loan
  • Upload Documents
  • Advance Pro Fees
  • View/Disburse Loan Accounts
  • Disbursal Payment
  • Repayment Schedule

Discount And Payment

  • Receive Payment
  • Foreclosure Charges
  • Request for waived Off
  • Part Payment
  • Print Receipt
  • Fore Closer Request
  • View Fore Closer Request

Reconciliation

  • Disbursement Reconciliation
  • Bank Reconciliation
  • Approve Waived Off

Status Report

  • View Account Details
  • View Pending Loan's Report
  • Running Loan
  • Closed loan A/c
  • View Rejected Loans App.
  • Foreclosure A/c
  • Bank Reconciliation Report

MIS Report

  • Ledger Report
  • View Collection Report
  • EMI Pending Details
  • Disbursement register
  • C p report
  • List of Letters
  • View Invoice/KYC Docs
  • Interest Certificate

Other Charges Report

  • Basic Interest
  • Penal Interest Charge
  • Over Due Interest Charge
  • Cheque Bounced Charge
  • Service Tax Payable
  • Waived Off Report
  • Advance PF Receive
  • Rej Loan Processing Fee

Gold Loan Gold Loan Master

  • Repayment Schedule
  • Create New Loan
  • Upload Document
  • View/Disbursed A/c
  • Disbursal Payment
  • Interest Receipt
  • Emi Receipt
  • Redemption(Interest type)
  • Loan closure(Emi type)
  • Disburse. Reconciliation
  • Bank Reconciliation

Gold Loan Report

  • Loan Payment
  • Interest Report
  • Collection Report
  • Loan O/s Report
  • Receipt Report
  • Redemption Report
  • List of Letters
  • Accounting

Transaction

  • Receipt
  • Payment
  • Journal Entry
  • Contra Entry
  • Cheque Reconcile

Ledger

  • Create Ledger
  • View Ledger

Report

  • Day Book
  • General Ledger
  • Cash Book
  • Bank Book
  • TDS Payable
  • Trial Balance
  • Receipt and Payment A/C
  • P&L Statement
  • Balance Sheet
  • Utility
  • Loan Calculator
  • Software Manual
  • Software Map

Agent Panel Detail:

Dash Board

  • Graphical Representation

Manage Agent Profile

  • Personal Details
  • Contact Details
  • Address
  • Change Password
  • Update Profile

Loan Details

  • Loan Target
  • Insurance Target
  • EMI Pending details
  • Collection Report
  • EMI Paid Status

Customer Panel Detail:

Dash Board

  • Graphical Representation

Manage Profile

  • Personal
  • Contact
  • Address
  • Change Password
  • Update Profile

Utility

  • Software Manual

Channel Partner Login:

Dash Board

  • Graphical Representation
  • Contact Management

Manage Agent

  • Create Agent
  • Agent T Allotment
  • View T Allotment
  • Agent Insur T Allotment
  • View Insure T Allotment

Manage CP Profile

  • Personal Details
  • Contact Details
  • Address
  • Change Password
  • Update Profile

Target

  • Loan Calculator
  • Target
  • Insurance Target

Address Verification Login:

Address verification

  • Pending Applications Report
  • Verified Applications Report
  • View All Applications

CIBIL Verification Login :

CIBIL verification

  • Pending Applications Report
  • Verified Applications Report
  • View All Applications

CPA Verification Login:

CPA verification

  • Pending Applications Report
  • Verified Applications Report
  • View All Applications

screenshot demo:

Admin Panel Detail

Branch Panel Detail

Video demo:

Coming Soon

Standard Support: M-F 10:00AM – 6:00PM In the customer’s time zone.
All-In-One Software for Remote Support and Online Meetings.