In general the software should have the following features are available:
Membership and Customer Details
Loan and Share Management.
Front Office Customer Service
Some versions have Fixed Deposits, Standing Orders and Teller Services
Member Specific Reporting and Standard Reporting
Data Imports and Exports from Microsoft Excel or text files.
Un-Limited User Customizaion.
The system should be a real time integrated system which means that loans, shares, statements, income and expenses and all accounting are updated immediately. You should get your results immediately not at any period end. It is easy to use and very customizable such that all your requirements will be met.
Members and Customers
Captures all legal and statistical details.
Captures next of kin details.
Captures all other references e.g. property documents, title deeds with no limit to what you would require the customer to represent.
Captures passport photos and signatures.
Allows you to include advisory, instructions or any notes to a member or customer.
Can block,black list or restrict members and customers.
Products - Loans, Shares and Savings
Gives standard controls and parameters to define products.
Allows you to create your own controls.
Allows you to define unlimited product types.
Allows you to design products the way you want including interest rates, maximum and minimum amounts, standard insurances and other commissions and charges.
Remittances can be exported and imported through Microsoft Excel or Text Files
Automates regular charges, standing orders, loan penalties and any other user required automation.
Easy in data entry and allows storage of recurrent and repetitive transactions so that they are used again without re-keying. This saves time and ensures accuracy.
Has all standard reports including those requested by regulatory bodies.
Can Import and export data to Microsoft Excel, Word, Internet, Acrobat and universal rich text format.
Unlimited number of standard and customizable reports.
No Limit in number of users, members, customers, accounts, or transactions.
Has immense audit control on all records including creation date, modifying date, by who and when.
Does not limit you in the amount of data, both current and historical that you can store.
Produces statements for members and customers that can be printed or saved as word excel web pages and acrobat files to be sent via e-mail.
Allows you online inquiries on balances, history and statements.
Gives loan loan/share statements that can have your logos implemented.
Allows special reports to print slips on special printers like the 60 0r 80 mm roll printers.
17 freelancers are bidding on average $1152 for this job
Hello, We are Experienced Professionals with similar skills required and having 7 years of web based and mobile based Development expertise. Please see PMB. Thanks
Thanks for inviting us to bid on this project. We have a team of highly qualified and creative professionals. Give us a chance to show our talents and we assure you quality.
We are freelance software developers. If you contact us, we can give a quote for your project and we can discuss the details further. w w w.so l v e r .i o
WorkXpress is a US based custom web software development firm. We are interested in talking with you about the details of this project. Please check your PM for more information.
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