FinOS Agent Banking System
By digitisation and automation of processes and operations.
Client Origination and Collection Management
- Create center new groups & centers
- Improved navigation & advanced search
- Open, approve, and disburse new loan & savings accounts
- Attach documents to loan & savings accounts.
- Offline Data Collection & Synchronization
- Synchronize clients and groups for offline data entry
- Enter repayments, deposits, and withdrawals while offline
- Create new clients, loans & savings accounts while offline
- GIS Features – Pinpoint client GPS location, Track route of field officer
Location Mapping & Offline Sync
- Search of Clients, Client Details Viewing
- Savings Accounts and Loan Accounts Viewing
- Savings Account Transactions (Withdrawal & Deposit)
- Loan Accounts (Approval, Disbursal, Repayments etc.)
- Identifiers and Documents (Creation, Upload, Download and View)
- Collection Sheet Access (Online), Datatables (View, Add/Remove Entries).