Web Based Online Money Transfer Software
Your Favorite Source of Money Transfer Software in Lucknow
Non-Banking Financial Companies (NBFC) are establishments that provide financial services and banking facilities without meeting the legal definition of a Bank. Non-Banking Financial Companies (NBFC) are covered under the Banking regulations laid down by the Reserve Bank of India and provide banking services like loans, credit facilities, TFCs, retirement planning, investing and stocking in money market. However they are restricted from taking any form of deposits from the general public. These organizations play a crucial role in the economy, offering their services in urban as well as rural areas, mostly granting loans allowing for growth of new ventures.
NBFCs also provide a wide range of monetary advices like chit-reserves and advances. Hence it has become a very important part of our nation’s Gross Domestic Product and NBFCs alone count for 12.5% raise in Gross Domestic Product of our country. Most people prefer NBFCs over banks as they find them safe, efficient and quick in assisting with financial requirements. Moreover, there are various loan products available and there is flexibility and transparency in their services.
Web & Mobile Based
User Friendly
Robust & secure
Cost Effective
Web Technology:
Microsoft .Net 4.0 (Front End), MS SQL Server 2008 (Back End)
Multiple state creation option:
Create multiple states with respective branches.
Can create multiple branch users:
Multiple branch users can be created and provide required rights to manage branch.
Can create multiple agents and customers:
‘Multiple’ number of agents can work. This is already tested with entries.
User Friendly Software:
Our software is very easy to use, preferred professional employees are not required to use our software.
Huge Data Security:
Important code is managed for high level encryption. Our Project works under secured architecture.
Verification Process:
Verification process we have provided third party login like CIBIL, CPA, Address.
Automatic process:
Automatically Interest Calculation happens for Loans.
Accounting process:
Transaction entry will automatically make effect on Accounting.
Websoftex NBFC Software Feature Highlight
Document management – changing required documents, upload, pendency list.
Customer Duplication check.
Admin can set the user rights depending upon the priority.
Branch user can create ‘N’ number of customers.
Agent can check his total collection report from agent panel.
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.
Channel Partner Panel.
Address Verification login page where to verify customers address details like KYC Documents, and address provided by customer referred from the loan application form.
CIBIL Verification page to verify the CIBIL Related details and upload the verification report of the particular customer.
CPA Verification login page where to verify customers Banking details and Business Document.
Installment Frequency like (Daily/Weekly/bi- Weekly /Monthly/Quarterly/Yearly.
Loan process till disbursement cover the entire flow like Address verification, CIBIL verification, CPA verification , Adhar verification
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.
MIS reports to check customers ledger report, list of letters, cp report, interest certificate etc.
Integrated to financial accounting.
Easy cash, Cheque and transfer payment collection.
Software can be used for creating multiple branches. common interface for all branches is available .reports are centralized for all branches.
In our software collector collection process is through mobile with online and offline Method with approve option in admin/branch panel.
Interest calculation process with flat, floating, and fixed type.
send quarterly or monthly report to RBI.
Bank reconciling /disbursement reconciling if payment is done through cheque.
Cibil (automatic process).
Web based ERP with Multi-Location Branch .
Insurance Tracking.
Pending Document Tracking (PDD).
Channel partner business is covered in all aspects. And separately maintaining accounting is not required. Hence fully fledged accounting system is implemented.
Separate customer id details for both applicant and co-applicant (just single customer id represents whole information of customer).
Aadhar card Automatic integration.
Generating Loan disbursement text file according to bank format.
Application form and agreement document print option according to loan application.
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
Standard Support: M-F 10:00AM – 6:00PM In the customer’s time zone.
All-In-One Software for Remote Support and Online Meetings.
TELEPHONE SUPPORT
Call (+91 - 9886461360)