1. Scheme Management |
• FD,RD,DD,MIP,BOND Creation | • Normal Roi, Special Roi Provision |
• Penalty Provision | • Grace Period Setting |
• ROI compounding facility (Like Monthly, Quarterly, Half yearly, Yearly) | • RD Multiple Mode facility (Like Monthly, Quarterly, Half yearly, Yearly) |
• Discount Facility on Quarterly, Half yearly, Yearly submission of installment | • Minimum Amount Condition. |
• Amount Multiple off. | • Scheme List Report Plan Wise |
• Loan against Deposit. | • Edit Option for Scheme |
• Amount wise Special Roi Provision | • Activation & Deactivation of Schemes |
• Scheme Wise Prematurity management. | • Scheme Wise Irregular management. |
2. Member Management |
• Members Registration | • Members Edit Registration |
• Members Approval | • Members Report |
• Members Photo, Signature, Id Proof, Address Proof Upload | • Member Complete Summary Report |
• Member Approve Today |
3. Agent Management |
• Agent Registration | • Edit Agent Registration |
• Agent Report | • Agent Approval |
• Agent List By Post | • Agent Down line |
• Agent Up line | • Commission Information scheme wise |
• Member to Agent Creation | • Agent Promotion History |
• Agent Promotion Date wise | • Agent Promotion (Manual, Auto) |
• Update Designation | • Direct Policy |
• Direct Installment | • Down Line Policy |
• Down line Installment | • Deleted Policy Record |
• Due Promotion Report | • Insert Commission |
• Credit business Provision (Mostly Used in Agent Promotion) |
4. Transactions |
• Fixed Deposit | • New RDP Policy (With Mode Selection Facility Monthly/ Quarterly/Half yearly/ Yearly) |
• MIP Policy | • Bond Policy |
• Daily Policy | • Approve Policy |
• Installment Receipt | • Approve Installment Receipt |
• Pre Maturity Management | • IR-Regularity Management |
5. Payments |
• Policy Maturity Payment Branch Wise | • Agent Commission Payout |
• Issue Cheque (Cash,Cheque,Transfer to Saving A/c) | • Paid Maturity Report |
• Agent Wise Commission | • Month Wise Commission |
• Policy Wise Commission | • MIP Policy Payment(Cash,Cheque,Transfer to Saving A/c) |
• Paid MIP Payment Report | • Wallet Dashboard |
6. Reports |
• Policy List | • RD Installment Report |
• Due RD Installment Report | • IN Out Report |
• Receipt Information | • User Tracking Report |
• Complete Policy Information |
7. Print |
• Policy Certificate Print | • Cash Receipt Print |
• Passbook Print Setup | • Passbook Reprint Setup ( RD, Saving) |
• Statement Print (RD, DD) | • Default, Customized Print |
• Share Certificate Print |
8. SMS |
• Id Wise Sms | • Down line Wise Sms |
• Registration Sms | • Scheme wise Sms |
• City /State wise Sms | • Non pan card holder Sms |
• Non bank detail holders Sms | • Birthday Sms |
• Group Master | • Add new Contact |
• Loan Wise Sms | • Other Sms |
9. User Manager |
• Branch Master (N Numbers of Branch Creation Facility) | • Branch Staff (N Numbers of Staff Creation Facility With Page Rights) |
• Manage Back Date & Future Date Entries | • Manage Agent & Members Ship Fees |
• Fetch password | • State City Master |
• Region Master | • Designation Master |
• Designation Role, & there Rights | • Backup data |
10. Saving Account Management |
• Saving Account Master | • New Saving Account |
• Saving Account Report | • Saving Account Summary |
• Transaction Saving Account | • Cheque Management |
• Balance Information | • Saving Account Statement |
• Account Statement | • Issue Cheque Book |
• Cheque Book Report | • Saving Account Edit ( only in Joint Account) |
• Saving Account Penalty | • Saving Account Interest |
• Deactivate Saving Account | • Saving A/c Penalty Report |
• Saving A/cInterestReport | • Activate Saving Account |
11. Loan |
• Loan Master | • New Loan |
• Approve Loan | • Loan List |
• Due Loan Installment | • Loan Issue Cheque |
• Loan Penalty Report | • Loan Installment |
• Loan Installment Approval | • Loan Closing |
• Loan Installment Report | • Loan Statement |
• Loan Installment Print |
12. Share |
• Share Master | • Share Report |
• Share Withdrawal | • Share Withdrawal report |
13. Website |
• Vacancy apply for | • Add City |
• Career Report | • Feedback Report |
• News Manager |
14. Login Panel |
• Admin Panel | • Branch/Staff Panel |
• Company Website |