CLIENT MANAGEMENT SYSTEM (CMS)

Managing data on profile of members, customers, vendors and other related-parties who have dealings with the company.

PRODUCT DETAILS:

⦿ Member Data/Profile
– Personal Data of a Member

⦿ Loan Modules
– Loan Application Form
– Loan Amortization schedule
– Loan Disclosure Statement
– Loan Reports
– Loans Receivable Ledgers
– Loan Master with Loan ruling Definition
– Interest Computation
– Auto-entry to Accounting (AIMS)

⦿ Member On-line System
– Self-service On-line Loan Application
– Inquiry of Loanable Amount
– Approval of Loan application
– Viewing of Member account/s
(via Cloud –based Server)