Loan Information Management SystemPresentation

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Having experienced frustration while implementating available third party loan management information systems, FBA Software recognised a need to develop a fast and efficient loan information management system LIMS that could be intergrated with existing industry recognised ERP and CRM systems.

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Loan Information Management SystemPresentation

  1. 1. Sage CRM Loan Pre-Approval Case Collections Web Browser Client LIMS GENERAL LEDGER Sage X3 Accpac ERP Other
  2. 2. Sage CRM Manage Loan Pre-Approval • Customer Application Forms and Templates • Means Test • Credit Check (ITC / Experian / Other) • Credit Approval Work-flows Manage Customer Interaction • Telephonic Balance Enquiries • Change in Demographic Information or Contact Details • Marketing Opportunities • Email / SMS Manage Customer Collections • Overdue Accounts Work-flow Collection Processes • Outbound Call Cycles Email / SMS • Tracking, PTP Management Pre-Legal Notices
  3. 3. Manage Loans • Single Debtor, Multiple Open Item Accounts • Import Debtors, Banking Details, Accounts, Transactions • Interest Fixed or Linked with Prime Rate Offset • Interest Bearing or Non Interest Bearing Payment Priority • Interest Bearing & Non-Interest Bearing Transactions • Single & Batch Transaction Entry • Account Payment Dashboard • Statements and Returns • Settlements Restructures Write-Offs LIMS
  4. 4. Manage Payments • Payments – Debit order, Cash Receipt • Debit Order Processing • Bank Statement Import – Multi-format • Multiple Allocation References • Multiple Account Allocation “Split” Management LIMS Reporting & Information • Excel / PDF reporting • Account Dashboard • Statements, Age Analysis • NCA / NCR Returns • ODBC Compliant for External Reporting Tools
  5. 5. GENERAL LEDGER Sage X3 Accpac ERP Other Manage Accounting • Interface • Periodic Uploads – On User Request • Interim Bank Statement Reconciliation
  6. 6. Application Custom Configuration • LIMS Interface for your Payments from Bank Statement Download • CRM Interface for your Credit Check Service Provider • CRM Work-flows for Pre-Approval and Case Collections • CRM Optional fields • ERP General Ledger Interface
  7. 7. Example Application Process
  8. 8. Example Collection Process
  9. 9. LIMS
  10. 10. FBA Software Partners Carrington Steyl • NTD Analytical Chemistry • 25 Years Development Experience • Developed NSFAS Debtors System R8Bn Loan Book / 1M Debtors • Software Apps in SA, Middle East, French North Africa and Europe David Bryant • B Com, B Compt (Hons) C.A.(S.A.) • Broad Financial & Commercial Experience • Former CFO Fruit & Veg City • Executive Member Astraia Technology

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