"Websoftex Web Based Online NBFC Software
Beyond Your Understanding"

Your Favorite Source of NBFC Software in Varanasi

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

Web & Mobile Based

user-friendly

User Friendly

robust & secured

Robust & secure

cost-effective

Cost Effective

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

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

    BUSINESS REPORT

  • TD Maturity Expiry
  • NDH-3 Report

    SERVICE CENTRE

  • Service Center Business
  • Member Registration Report
  • Service Center Balance

Branch Panel Detail:VIEW SCREENSHOT

Dash Board

OPENING ACCOUNT

  • Create Member Request
  • Open MIS Account

PRINT

  • 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

PRINT

  • 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

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

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

Ready to get started ?

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