ULTIMATE LOAN CRM




DEVELOPED SPECIALLY FOR THE MICROFINANCE INDUSTRY

Ultimate Loan CRM is an online loam management system that allows lending businesses to manage their borrowers, loans, repayments, and collections with ease while being affordable at the same time.




KeyFEATURES


BORROWERS

Only First Name and Last Name required to create borrower
Upload picture and files if any
Add details such as DOB, Email, Mobile, and Address
Send SMS and Email directly to Borrower
Auto Send SMS and Email
Add Loans
Unlimited Borrowers can be added



ADD LOAN

To add loans, you first need to add a Loan Product which is where you set interest rates and other fields.

Add Loan Products
Choose from Flat Interest, Reducing Balance - Equal Installments, Reducing Balance - Equal Principal, Interest-Only loans
Released Date, Amount, Interest %, Duration, and Repayment Cycle
Set Grace Period
Set Penalties for late repayment and after maturity date
Set a different Interest Start Date
First Repayment Date and First Repayment Amount can be manually set in Add Loan
Add Loan Fees
Add Loan Agreement files
Unlimited Loans



Social Media Content Creation

We provide a range of Social media writing and posting services to help you directly or indirectly marketing your offering through online social media.



Social Media Strategy Development

We can provide a range of high-value social media consultancy services through which we can help you achieve tangible results from their social media activities.



Social Media Advertising Management

It is proven that our Social media advertising services will accelerate growth. By advertising through social media, 100% of our clients have seen results.



Social Media Content Creation

We provide a range of Social media writing and posting services to help you directly or indirectly marketing your offering through online social media.



Social Media Strategy Development

We can provide a range of high-value social media consultancy services through which we can help you achieve tangible results from their social media activities.



Social Media Advertising Management

It is proven that our Social media advertising services will accelerate growth. By advertising through social media, 100% of our clients have seen results.



Social Media Content Creation

We provide a range of Social media writing and posting services to help you directly or indirectly marketing your offering through online social media.



Social Media Strategy Development

We can provide a range of high-value social media consultancy services through which we can help you achieve tangible results from their social media activities.



Social Media Advertising Management

It is proven that our Social media advertising services will accelerate growth. By advertising through social media, 100% of our clients have seen results.



Social Media Content Creation

We provide a range of Social media writing and posting services to help you directly or indirectly marketing your offering through online social media.






 

BORROWERS

  • Only First Name and Last Name required to create borrower
  • Upload picture and files if any
  • Add details such as DOB, Email, Mobile, and Address
  • Send SMS and Email directly to Borrower
  • Auto Send SMS and Email
  • Add Loans
  • Unlimited Borrowers can be added

ADD LOAN

To add loans, you first need to add a Loan Product which is where you set interest rates and other fields.

  • Add Loan Products
  • Choose from Flat Interest, Reducing Balance – Equal Installments, Reducing Balance – Equal Principal, Interest-Only loans
  • Released Date, Amount, Interest %, Duration, and Repayment Cycle
  • Set Grace Period
  • Set Penalties for late repayment and after maturity date
  • Set a different Interest Start Date
  • First Repayment Date and First Repayment Amount can be manually set in Add Loan
  • Add Loan Fees
  • Add Loan Agreement files
  • Unlimited Loans

MANAGE LOAN

  • View and print Loan Statement and Collection Schedule
  • Add Repayment
  • View Loan Terms and Files
  • Add Comments
  • Edit Collection Sheet
  • Override Loan Due Amount
  • Filter Loans
  • Send bulk SMS to borrowers on the Daily Collection Sheet or the Overdue Loans Sheets.

COLLATERAL REGISTER

  • Add Collateral
  • Manage all Collateral in a Register

EXPENSES

  • Add Expense
  • Set Expense Type
  • Upload Invoices and Receipts
  • Set Recurring Expenses
  • View and filter Expenses based on Expense Type

PAYROLL

  • Add Payroll for your Staff
  • Automatically Generate Payslips
  • Choose Payroll Templates
  • Edit Template Fields
  • Set Recurring Payroll
  • View and filter Payroll based on Staff name

OTHER INCOME

  • Add Other Income
  • Set Other Income Type
  • Upload Files
  • Download Receipts
  • Set Recurring Other Income
  • View and filter Other Income based on Other Income Type

CHARTS

  • Loan Released Chart
  • Loan Collections Chart
  • Balance Sheet, Net Profit, Gross Profit, Expenses, and Payroll Charts

REPORTS

  • Collection Report and Chart
  • Cash Flow and Detailed Cash Flow
  • Profit Loss Statement
  • Balance Sheet

USERS

  • Add Staff and upload picture and files
  • Set Staff Roles for each staff such as Cashier, Teller, Operations Manager, Collector, and Branch Manager
  • Set permissions for each staff role and control what pages they can see

CUSTOM FIELDS

  • Add your own form fields to borrowers, loans, expenses, other income,collateral

CRON JOBS

  • Configure the system to automatically send reports, remind borrowers or set penalties

How can we help you?

We are a sociable team and our new business comes primarily from recommendations and referrals from clients and friends who knows well how we work. We do not believe in the ideology that a salesman should do all the talking for us, instead we focus to directly approach our clients to make better understanding who we are and what we do.

Our social media pricing is completely bespoke and is based on your current situation and your objectives.

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Things we have Done

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