Specification

Integration with layout (developed by our team or by customer).

Allows to confirm access of the potential borrower to the entered communication sources (phone number, email).

FIAS Integration.

Functionality represents saving applications passed the first stage and were not completed; such applications are transferred into section "Customers" in the manager account and receive tag "Incomplete Application".

Automatic formation of client documents (consents and agreements): agreement on joining the consumer credit cooperative, a deposit treaty, a partial withdrawal and more

Client can view and edit personal information thorugh personal account

View information on current and latest loans, submitted applications and payments and signed documents.

Open and close of the deposit through the integrated payment systems in personal account.

Early and partial withdrawal without limitations

Allows to apply for a repeated deposit (without completing personal data) through personal account.

Allows to prolong a deposit through personal account, as well as to sign an offer.

Automatic SMS notification on certain activity. Client can receive messages after performing any business-action

Automatic Email notification. Client can receive messages after performing any business-action

The Applications section represents a functional system block in which employee of the consumer credit cooperative can work with different types of client applications (application for entry, application for closing a deposit, application for partial withdrawal and so on)

The Clients section represents a functional system block which stores data on the clients who have ever been registered in the system. There is a function of storing incomplete applications in the system for processing them manually. Automatic formation, sending and signing of the necessary documents (application for entry, deposit treaty and more). Formation and storage of payment documents in the system (cash receipt note and cash payment note)

The Investors section represents a functional system block, which stores investors data who have ever had a deposit in the system. The manager can perform a range of the following actions: editing data, editing the terms of the deposit, performing partial repayment, closing the deposit and more

The Deposits section represents a functional system block, which stores deposits data. The manager can perform a range of the following actions: editing data, editing the terms of the deposit, performing partial repayment, closing the deposit and more

The Payments section represents a functional system block, which stores payments data performed in the system

The Reports section represents a functional system block, in which reports formation is performed. There are two reporting types: report on the investors and report on the deposits.

System Settings allows you to edit business processes in the system, from the SMS sending configuration to the roles assignment and more

Integration with 1C due to the company requirements, including development for company accounting software

Data transferring for reporting to the regulatory authorities with the accounting system.