Register your brokers, clients and the rules for applying for new loans or refinancing.
Make a record of all loans and refinancing carried out by your company, detailing the customer, the amount of installments, interest and amounts charged.
For each loan, check monthly if the amounts are being received correctly or if there is any level of default.
For each registered customer, verify that they are eligible (according to the rules) to receive a new loan or refinance the debt they owe to your business.
According to the data registered for a loan, automatically print a proposal to physically present it to your client and to have a record.
View monthly (for the year you choose) the amount of loans made, the amount of money handled and what has been received so far.
See two control panels with the main indicators and graphs related to loans made and the receipt of installments by your customers.
We want to make sure that you have a good experience trying our templates
Please, if you have any problems or questions, don’t hesitate to contact us through:
Freedom to test and share it with your team
Templates that you make more productive in any task
You can stop your subscription at any time. No questions asked.