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 |
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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 |