Key Objectives
- Automate debt tracking and reminders
- UMaintain borrower profiles.
- Monitor overdue accounts and generate reports
- Ensure transparency and compliance.
System Features
- Dashboard Overview
- Client Management
- Loan Tracking
- Payment Scheduling & Reminders
- Aging Report & Collections Tracker
- User Roles & Permissions
Dashboard Highlights
- Real-time overview of total debts
- Summary: Paid, Pending, Overdue amounts
- Filter by customer, date, or status.
- Alerts for critical overdue accounts.
Workflow Diagram
- New client registration
- Debt entry and loan terms
- Scheduled payments & reminders
- Payment collection and ledger updates
- Reporting & audit
Reporting & Analytics
- Daily, weekly, and monthly reports
- Export options (Excel, PDF)
- Visual analytics (charts/graphs)
- Custom filters for in-depth analysis
Security & Access Control
- Role-based access
- Audit trail for all updates
- Data encryption and backups
