"Websoftex Web Based Online NBFC
Software
Beyond Your Understanding"
Your Favorite Source of NBFC Software in Hyderabad
Non-Banking Financial Companies (NBFC) ) are
establishments that provide a range of financial services and banking-like facilities without meeting the
strict legal definition of a bank. Regulated by the Reserve Bank of India (RBI), NBFCs offer services such
as loans, credit facilities, trade finance, retirement planning, investing, and money market activities.
However, unlike traditional banks, they are not permitted to accept deposits from the general
public.
NBFCs play a crucial role in the economy by offering their services in
both urban and rural areas, primarily through extending loans that facilitate the growth of new ventures.
They also provide various financial services, including chit funds and advances, contributing
significantly to the nation’s Gross Domestic Product (GDP). In fact, NBFCs are responsible for a 12.5%
increase in the GDP.
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
COMPANY
- ✔Profile
- ✔Add Promoter
- ✔Donor Add Fund
- ✔Director Add Loan
- ✔EOD/BOD
- ✔Change Password
- ✔Lock Setting
- ✔View Login Details
- ✔Unencumbered Deposit
- ✔Get SMS Balance
- ✔Create Financial Year
- ✔View/Update Financial Year
- ✔Update Company Logo
- ✔Update Content
- ✔System Setting
- ✔Software Configuration
- ✔SMS Setting Process
MANAGE MASTER
- ✔Manage Service Tax
- ✔Update Bank Details
- ✔Create State
- ✔View/Update State
- ✔Create District
- ✔View/Update District
- ✔Create News
- ✔Add IP Address
- ✔View/Update IP Address
- ✔Create Gallery Category
- ✔Create Gallery
- ✔Manage Popup Screen
- ✔View Recruitment
Manage Branch
- ✔Create Branch
- ✔View/Update Branch
- ✔View/Update Branch
- ✔Create Branch user
- ✔IP Wise Enable/Disable
- ✔Contact Management
- ✔Create Service Center
- ✔View Service Center
- ✔Add Service Center User
REQUEST
- ✔Add Balance Request
- ✔Online Request
- ✔Complaint / Help Request
- ✔Feedback / Appreciation Report
- ✔Assign Request To Branch
- ✔Share Transfer Request
- ✔Debit Request Service Center
- ✔View Share Application/Request
- ✔Member Request Enquiry
- ✔ Pending Upload Document For Approval
- ✔Verify Member KYC
BANKING MASTER
- ✔Relationship
- ✔Share Parameter
- ✔Fee Parameter
- ✔Plan Parameter
- ✔Add Parameter Slabs
- ✔Approvals Limit Parameters
- ✔Service Deduction
- ✔Holiday List
- ✔PigmyWithdraw Charges
HR Module
- ✔Designation Master
- ✔Manage Designation
- ✔Designation Menu Rights
- ✔Branch User Rights
- ✔Service Center User Rights
- ✔Training Menu
- ✔Create Employee
- ✔View/Mange Employee
- ✔Salary Master
- ✔Employee Attendance Daily
- ✔Create Monthly Attendance
- ✔Create Salary
- ✔Make Payment Salary
- ✔View Monthly Attendance
- ✔View Paid Salary
- ✔Salary Summary Report
- ✔View Staff User
LOAN
MANAGE LOAN PRODUCT
- ✔Create Loan SubProduct
- ✔Add Loan Interest Type
- ✔View Loan Interest Type
- ✔Add Collateral Category
- ✔A View Loan Product
- ✔Add Document Categor
- ✔Add Document List
- ✔Add Processing Fee With Slabs
- ✔Loan Calculator
- ✔Interest Calculator
- ✔Create Loan Purpose
- ✔View Loan Purpose
- ✔Delete Loan
- ✔Create Loan Scheme
- ✔View Loan Scheme
- ✔Delete Loan EMI
- ✔Add Charges To Loan
- ✔View Loan Charges Report
MANAGE OTHER CHARGES
- ✔Add Bouncing Charge
- ✔Add Penalty Charge
- ✔Add OverDue Charge
- ✔CIBIL Score Details
MANGE VENDOR
- ✔Add Product Category
- ✔Add Product Vendor
- ✔View Product Vendor
- ✔Vendor Transactions
- ✔Pay To Vendor
REPORTS
- ✔ Pending Loans For Approval
- ✔View Approved Loan Accounts
- ✔Dis. Payment Pending Loans
- ✔Bulk Loan Approval
- ✔Disbursement Register
- ✔View Collection Report
- ✔View Rejected Loan Accounts
- ✔View Closed Loan Accounts
- ✔Customer Payment Details
- ✔Loan Balances
- ✔Loan Summary Report
- ✔Foreclosure Loans Waiveoff Request
- ✔Loan Repayment Details
- ✔View Co-Applicants Report
- ✔OverDue
- ✔Vehicle Loan Inst Pending Rpt.
- ✔Loan Inst Pending Report
- ✔Provisional Interest
- ✔Demand Sheet
- ✔Progress Report
- ✔Loan Waiveoff Report
- ✔WAITING LOANS REPORT
- ✔Agent Business Report
- ✔Loan Nominee Details
- ✔Loan Part Payment
- ✔Waiveoff Request Report
- ✔Check Cibil Score
- ✔Memberwise Disbursement Rpt.
- ✔EMI Payment Estimation
- ✔View Mortgage Request
- ✔View Mortgage
- ✔CIBIL Report
- ✔Mortgage Closure Request
GROUP LOAN REPORT
- ✔View Group Report
- ✔View Group Member
- ✔Active Group Loan
- ✔OverDue Report
- ✔Group Loan Closed
- ✔Group Loan Summary
GOLD LOAN
Gold Loan Master
- ✔Manage gold rate
- ✔Add gold scheme
- ✔Add gold scheme by amount
Report
- ✔Approval pendinbg loans
- ✔Rejected loans
- ✔Loan Balances
- ✔Approved Gold Loans
- ✔Disbursed Gold Loans
- ✔Closed Gold Loans
- ✔Total EMI Due report
- ✔GL Summary Report
- ✔Gold Loan Delete
- ✔Gold/Mortgage Loan Value Rpt.
- ✔GL Interest Report
- ✔Scheme Wise GL Report
MANAGE AGENT
Manage Payment
- ✔Payout Request Date
- ✔View Payout
- ✔Introducer Change
- ✔Promote Staff
- ✔Deduction
- ✔Depromotion
Reports
- ✔Staff Wise Collection Report
- ✔Self Business
- ✔TDS Report
- ✔Agent Downline Customer
- ✔Daily Collection Report
- ✔Agent Business Report
- ✔Agent Progress Report
Master
- ✔Policy Change Option
- ✔Manage Commission
ACCOUNTING
Group
- ✔Create Group
- ✔View Group
Ledger
- ✔Create Ledger
- ✔View Ledger
- ✔Profit&Loss Transfer
Reports
- ✔SubDay Book
- ✔View Ledger
- ✔ General Ledger
- ✔ CashBook
- ✔ BankBook
- ✔ Receipt and Payment A/C
- ✔Trial Balance
- ✔Profit and Loss A/C
- ✔Balance Sheet
- ✔GL DayBalance
- ✔ Check Balance MisMatch
Transaction
- ✔ Voucher Entry
- ✔ UPDATE SHARE DISTINCTIVE
- ✔UPDATE SHARE FOLIO No
- ✔ Ledger Change Cash To Bank
Voucher
- ✔ Receipt Voucher
- ✔ Payment Voucher
- ✔Journal Voucher
- ✔Cash/Bank To Bank/Cash Transfer
- ✔View Voucher
- ✔Transfer HeadOffice To Branch
Manage Vendor
- ✔Vendor Enrollment
- ✔ View Vendor Enrollment
Manage Vendor
- ✔Vendor Enrollment
- ✔ View Vendor Enrollment
PAYNMENT GATEWAY
- ✔Request For NEFT
- ✔Payment Getway Setup
- ✔NEFT/RTGS/IMPS Setup
- ✔Payment Getway Charges
- ✔Update Virtual Account
- ✔Websoftex Cibil Setup
Reports
MIS
- ✔MIS Planwise Report
- ✔ MIS Closed Accounts Report
- ✔MIS Accounts Matured Today
- ✔MIS Interest Report
SHARE
- ✔Share Transaction
- ✔Share Holder Report
- ✔Share Transfer Report
GENERAL
- ✔ Daily Collection report
- ✔ Branch Collection Report
- ✔Total Collection report
- ✔ Pending Installment Details
- ✔New Branch Collection Report
- ✔ Deleted A/C Report
- ✔ Late Fees Report
- ✔ Share Report
- ✔ Maturity Report
- ✔ Closed Pre-Maturity Report
- ✔ Closed Maturity Report
- ✔ Deposit Balance Report
- ✔ Agent Ewallet Balance
- ✔ NEFT Request Report
- ✔ Active/Inactive Accounts History
REPORTS
- ✔Member Enrollment Report/li>
- ✔Group Enrollment Report
- ✔Transactions Report
- ✔Approve Transactions Reportr
- ✔SMS Charge Deduct Report
- ✔Member Deposit Report For NDH
- ✔Approve Transactions Reportr
- ✔ Virtual Account Report
- ✔Corporate Account Statement
- ✔E-Collection Report
- ✔Fund Position Report
- ✔NEFT/IMPS Payment Match From Bank
- ✔Duplicate Member Report
- ✔Member KYC Status Report
- ✔Collection Alert Status
- ✔View Standing Instruction
- ✔TD Maturity Expiry
- ✔NDH-3 Report
BUSINESS REPORT
- ✔Service Center Business
- ✔Member Registration Report
- ✔Service Center Balance
SERVICE CENTRE
Branch Panel Detail:VIEW SCREENSHOT
Dash Board
OPENING ACCOUNT
- ✔Create Member Request
- ✔Open MIS Account
- ✔MIS Bond
- ✔Share Certificate
LOAN
- ✔Apply Loan
- ✔Disburse Loan
- ✔Loan Emi Payment
- ✔Apply Gold Loan
- ✔Apply Group Loan
ALERT
- ✔Deposit EMI Receivable Today
- ✔Loan EMI Receivable Today
- ✔Maturity Alert
TRANSACTION
- ✔Approval Transactions
- ✔Rejected Transactions
- ✔Apply Now
- ✔Cheque Recounciliation
- ✔Loan Disbursement Payment
- ✔Loan Disbursement Interest Type
- ✔Loan Dis. Int. And Pro.Fee Typee
- ✔MIS Interest Pay
- ✔Loan Emi Payment
- ✔Add Staff E-Wallet
- ✔Loan EMI Receivable Today
- ✔Online Request
- ✔Approve Vouchers
- ✔Complaint / Help Request
- ✔Feedback / Appreciation Report
TRANSACTION REPORT
- ✔Cheque Recounciliation Report
- ✔Transactions Report
SERVICE CENTER
- ✔Add Credit Service Center
- ✔View Credit Request
- ✔Credit History
CUSTOMER ENROLLMENT
- ✔Customer Registration Request
- ✔View Registration Request
- ✔View Customer Enrollment
- ✔Upload Document
- ✔Customer Account Details
- ✔Create Centre Name
- ✔view/update Centre Name
- ✔Create Group
- ✔view/update Group
- ✔Add Customer Bank Details
- ✔View Customer Bank Details
- ✔15G/15H
- ✔Update Customer Request
- ✔View Member Request
- ✔View 15G/15H Documents
REPORTS
- ✔Member Enrollment Report
- ✔Group Enrollment Report
- ✔Member KYC Status
- ✔15G/15H Member List
BANKING
Shares
- ✔Share New Application/Request
- ✔Share Surrender/Withdraw
- ✔View Share Report
- ✔Nominee to Share-Associate
- ✔Share Deposit
- ✔View Share Application/Request
MIS
- ✔MIS Opening
- ✔View All MIS Reports
- ✔MIS Renewal
- ✔MIS Ledger Report
- ✔MIS Pre Maturityt
- ✔Pay Maturity
LOAN
MORTGAGE
- ✔MIS Opening
- ✔View All MIS Reports
- ✔MIS Renewal
- ✔MIS Ledger Report
- ✔MIS Pre Maturity
- ✔Pay Maturity
LOAN
- ✔Loan Calculator
- ✔Interest Calculator
- ✔Apply Loan
- ✔View Applications
- ✔Provisional Processing Fee
- ✔Disburse Loane
- ✔Pending Disbursal payment
- ✔Repayment Schedule
- ✔View Loans
- ✔Create Ecs Details
- ✔Add Charges To Loan
- ✔View Loan Charges Report
- ✔ForeClosure Loan
- ✔Loan Part Payment
- ✔Waiveoff Request
Ledger
- ✔Loan Account Details
- ✔Loan List
- ✔Overdue
- ✔Loan Balances
- ✔EMI Due Report
- ✔EMI Payment Estimation
- ✔Without Emi Due Report
- ✔View Co-Applicants report
- ✔Loan Summary Report
- ✔Vehicle Loan inst Pending Rpt.
- ✔Demand Sheet
- ✔Progress Report
- ✔Loan Inst Pending Report
- ✔Loan Waiveoff Report
- ✔Memberwise Disbursement Rpt.
- ✔Agent Business Report
- ✔CIBIL Report
GOLD LOAN
- ✔Create New Loan
- ✔View Gold Loan Applications
- ✔Disbursement Pending Loans
- ✔Receive Interest Payment
- ✔Receive EMI Payment
- ✔Repayment Schedule
- ✔Loan Closure(Emi Type)
- ✔View Goldloan Details
GOLD LOAN LEDGER REPORT
- ✔GL Ledger Report
- ✔Loan Balances
- ✔Approved Gold Loans
- ✔Receive Interest Payment
- ✔Rejected Gold Loanst
- ✔Disbursed Gold Loans
- ✔Gold EMI Interest Report
- ✔Total EMI Due report
- ✔GL Payment Summary Report
- ✔GL Interest Report
- ✔Gold/Mortgage Loan Value Rpt.
- ✔Scheme Wise GL Report
GOLD LOAN
- ✔APPLY GROUP LOAN
- ✔Group Loan Bulk Apply
- ✔Grouploan Bulk Payment
GROUP LOAN REPORT
- ✔View Group REPORT
- ✔View Group Member
- ✔OverDue Report
- ✔Active Group Loan
- ✔Group EMI Due Report
- ✔Group Loan Balances
- ✔Loan Bulk Payment Report
- ✔Loan Statement
- ✔List Of Letters
- ✔Applied Loans Report
- ✔Interest Received Report
- ✔overdue interest Received Rpt.t
- ✔Collection Report
- ✔WAITING LOANS REPORT
- ✔Loan Nominee Details
LOAN SAVING
- ✔LS Opening
- ✔Search LS Accounts
- ✔LS Ledger
MANAGE VENDOR
- ✔Add Product Category
- ✔Add Product Vendor
- ✔view Product Vendor
- ✔Vendor Transactions
- ✔Pay To Vendor
E-NATCH
- ✔Loans For Create Mandate
- ✔Download Mandate File
- ✔Loan Emi File
- ✔Update Emi Paymentns
- ✔Upload NACH File
- ✔Update Mandate
PRINT PASSBOOK
- ✔MIS Bond
- ✔Share Statement
- ✔Welcome Letter
ACCOUNTING
GL TRANSACTION
- ✔GL Receipt
- ✔GL Payment
- ✔Journal Entry
- ✔Cash/Bank To Bank/Cash Transfer
- ✔View Voucher
- ✔Cheque Reconcle
- ✔Journal Voucher
- ✔Salary Transfer
- ✔Approve Account Entry
- ✔Approve Transaction View
REPORTS
- ✔SubDay Book
- ✔GL DayBalance
- ✔General Ledger
- ✔Cash Book
- ✔Bank Book
- ✔Receipt and Payment A/C
- ✔Trial Balance
- ✔Profit and Loss A/C
- ✔Balance Sheet
LEDGER
- ✔Create Ledger
- ✔View Ledger
MANAGE VENDOR
- ✔Vendor Enrollment
- ✔View Vendor Enrollment
REPORTS
MIS
- ✔MIS Planwise Report
- ✔MIS Closed Accounts Report
- ✔MIS Accounts Matured Today
- ✔MIS Interest Report
GENERAL
- ✔Branch Collection Report
- ✔Total Collection report
- ✔Late Fees Report
- ✔Account Balance Report
- ✔Daily Collection Report
- ✔Pending Installment Details
- ✔Batch Entry Details
- ✔New Branch Collection Report
- ✔Share Report
- ✔Maturity Report
- ✔Closed Pre-Maturity Report
- ✔Closed Maturity Report
- ✔TDS Receivable
- ✔Pigmy WithDraw Collection RPT
- ✔Active/Inactive Accounts History
- ✔EMI Remainder
STAFF ENROLLMENT
- ✔Create Staff
- ✔View Staff Enrollment
REPORTS
- ✔Staff Downline Customer
- ✔Daily Collection Report
- ✔Staff Business Report
Agent Panel Detail:
Dashboard
GOLD LOAN
- ✔Name : Kanasu K
- ✔E-Wallet Balance : 1000.00
- ✔Profile
- ✔My Account
- ✔Transaction
- ✔Genealogy
- ✔Reports
Profile
- ✔My DashBoard
- ✔Change Password
- ✔View / Update Profile
My Account
- ✔View E-Wallet
- ✔View Commission
Transaction
- ✔ Make A Payment
- ✔Transaction Report
- ✔Mini Statement
Genealogy
- ✔Self Introducer Report
- ✔Agent Tree
Reports
- ✔View Customer
- ✔Installment Due
- ✔Monthly Business Report
- ✔Search Downline
- ✔View Loan EMI Due Report
- ✔View FD/RD/PIGMY Due Report
Customer Panel Detail:
Dashboard
- ✔Profile
- ✔Account
- ✔Funds Transfer
- ✔Loans
- ✔Change Password
Account
- ✔Account Summary
- ✔Account Statement
- ✔Deposits
Beneficiary
- ✔View Beneficiary
- ✔Add Beneficiary
Funds Transfer
Transact
- ✔Add Fund
- ✔Fund Transfer
- ✔View Transfer Request
- ✔View Fund Request
Loans
- ✔Loan Summary
- ✔Loan Calculator
CIBIL Verification Login :
CIBIL verification
- ✔Pending Applications Report
- ✔Verified Applications Report
- ✔View All Applications
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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)
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