Any specific type of loan Products that your organization creates for its clients. Any loan account will be part of a product, so the terms and conditions defined when you create a product will then be used to set the accounts’ constraints. In a loan account, We store all the information related to disbursements, repayments, interest rates and withdrawals.
Client Loan Management Module for UltimatePOS
$59.00 – $99.00
400 Sales
Description
Last Updated: October 7, 2022
Version: 1.2
Released On: August 15, 2022
Compatible: UltimatePOS 4.7.8+
Overview
Any specific type of loan Products that your organization creates for its clients. Any loan account will be part of a product, so the terms and conditions defined when you create a product will then be used to set the accounts’ constraints. In a loan account We stores all the information related to disbursements, repayments, interest rates and withdrawals.
Features
Contact Loans
View All Contact Loans
Add New Loan
Bulk Repayments
Bulk Import Loans
Calculator
Settings
Reports
Reports:
| Collection Sheet | See all repayments due on a particular day. Designed for loan officers to use in the field | |
| Repayments | This report shows the repayment made between the start date and end date | |
| Arrears | This report lists all loans in arrears | |
| Disbursement Report | Returns all loans disbursed within a certain time period with their amounts and basic information | |
| Loan Account Statement | Generates Individual Loan Account Statement | |
| Expected Repayments | This report shows the expected repayments vs actual repayments within the specified time period | |
| Awaiting Disbursement | This report lists loans with awaiting disbursement status | |
| Pending Approval | This report lists loans with pending approval status | |
| Rescheduled Contact Loans | This report lists loans with rescheduled status | |
| Written off Contact Loans | This report lists loans with written-off status |
Additional information
| License Options: | Regular License, Extended License |
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