Detailed information about any of your clients can be displayed in a configurable view. Think of the client cards as a database of dossiers which can be appended with your own notes or dynamic data.

 

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  • Information splitted in blocks
    The information regarding clients and loans is splitted in logical blocks of data. These blocks can be arranged and sorted depending on the status of the loan.

  • Each block has permission
    The blocks are sorted by functionality and permissions which can be added or revoked by administrators.

  • Editable user data
    User data like name, personal ID or email can be edited from the client’s card in the administration panel.

  • Similar client filter
    Option to filter users similar to surname, email and other criteria to detect potential fraud or analyse user family member total loan sum.

  • Scoring system
    Option to compare the incomning loan request with already gathered data. The system will score the probability of loan return based on age, loan amount, days to return the loan etc.

  • Private notes
    Option to put down notes for specific loans or clients. The notes can be written on any subject in plain text.

  • User attached notes
    View notes regarding a specific client.

  • Loan attached notes
    View notes regarding a specific loan.

  • Reminders
    Option to create a reminder (for example, remind that the client promised to repay the loan in 5 days).

  • Proxy score
    Option to detect potential fraud by people using proxy servers to mask their identity.

  • IP location service
    Option to determine an approximate location of the user by their IP address.

 

  • Adjustable APIs
    Various 3rd party API’s for data exchange can be implemented.

  • Data archive
    Documents and notifications sent to clients are being stored in an archive for every user.

  • Emails
    Emails sent to users are stored in an archive for later review.

  • SMS
    SMS messages sent to users are stored in an archive for later review.

  • Agreements
    All the system generated agreements are being stored and can be accessed in users profile.

  • Invoices
    Invoices that are generated and sent to users can be reviewed in users profile.

  • Uploaded files
    Any files that are uploaded on the server by client or operator can be reviewed.

  • File uploading
    You can attach files to a users profile (for example, scanned documents or photos)

  • Logging
    Actions performed by users and administrators are being logged in a technical log (regarding processes taking place on the server), and action log (a more semantic approach – this log lists the actual actions of users and administrators, like approving a loan).

  • Action Logs
    Action logs contain information about the client and the loan. For example, this log would tell that a certain customer applied for a loan, and the loan was successfully issued.

  • Technical logs
    Technical logs contain information regarding the inner processes of the system – which parameters were changed.

 

  • IP logs
    Every time a user authorizes, the IP address and time of login is logged.

  • Manual loan request
    It’s possible to make a loan request form within the administration panel manually.

  • Income registration
    Option to register incoming payments for a specific loan. It is also possible to filter types of loan extensions and other data regarding loans.

  • Selectable payment order
    Option to arrange priorities of the loan payments.

  • Loan period extension
    Option to extend loan period.

  • Penalty discount
    Option to decrease the amount of penalty payments with a discount.

  • All payment archive
    All the incoming and outgoing transactions can be reviewed with ease.

  • Full loan history
    Review a full history of all the loans issued or denied and the resulting actions for a specific user.

  • Scheduled payments
    Option to create a repayment schedule for a client which is then taken in account by the system.

  • Signing in clients profile
    Option to simulate a login to the public sites clients profile, while keeping his credentials and passwords private.

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