When agents collect through multiple payment modes and entries are recorded manually, reconciling daily collections against expected dues becomes confusing and error-prone.
Without proper reports, knowing which loans are overdue, which agents are performing, and how much money is actually moving through the business every day is impossible.
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Everything you need to know about our Finance and Loan Management Platform
Managing multiple loans manually leads to missed collections and overdue confusion. The Loan Dashboard gives a complete summary of total distributed, collected, due amounts, active loans, and overdue schedules at a glance, while the pending due list helps collection agents prioritize follow-ups and reduce overdue accounts effectively.
Different loan products need different repayment structures and schedules. Loan Types lets you create and configure daily, weekly, monthly, gold, property, product, and auto loan categories separately, making it easy to generate accurate repayment schedules and track collections correctly for each loan type without mixing up repayment cycles.
Manual collection recording causes errors and payment mode confusion. The Entries module lets agents record collection amounts quickly with payment mode details including cash, UPI, card, or bank transfer, while Session management tracks opening and closing amounts for each collection shift, keeping daily collection accounts accurate and transparent.
Coordinating multiple collection agents across different areas needs structured route planning. Line management defines specific collection areas, Routes are created by mapping lines to assigned employees, and agents start and complete collections using the Start and Collect buttons, giving managers real-time visibility into field collection progress throughout the day.
Finance businesses need accurate data to identify underperforming agents and high-risk customers. The Reports module displays collection summaries, overdue schedules, employee performance rankings, and individual customer repayment history, while the Visit log records customer interactions where repayment was not possible, giving managers complete operational visibility for better decision-making.
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