Manage Offices

Add new office or modify or deactivate office or modify hierarchy

Manage Holidays

Define holidays for office

Manage Employees

An employee represents loan officers with no access to systems

Standing Instructions History

View logged history of standing instructions

Fund Mapping

Bulk entry screen for mapping fund sources to loans

Password Preferences

Define standards for enforcing the usage of stronger passwords

Loan Provisioning Criteria

Define Loan Provisioning Criteria for Organization

Entity Data Table Checks

Define Entity Data Table Checks for Organization

Currency Configuration

Currencies available across organization for different products

Manage Funds

Funds are associated with loans

Bulk Loan Reassignment

Easy way to reassign all the loan from one LO to another LO

Teller / Cashier Management

Manage Tellers / Cashiers and Cash Allocation and Settlement

Working Days

Define working days and configure behaviour of payments due on holidays

Payment Type

Manage payment types

SMS Campaigns

Define SMS Campaigns for Organization

AdHocQuery

Define AdHocQuery for Organization

Bulk Import

Bulk data import using excel spreadsheet templates for clients, offices, etc.