This document proposes a lending suite solution powered by SopraBanking software to provide a single solution for various non-banking financial services activities. It describes key features like loan origination, servicing, insurance and collection services, and a financial general ledger for daily reporting. The solution would integrate customer information, agents, point-of-sale systems, and core banking systems. It allows for customizing workflows and reports. The document provides examples of how the lending suite could handle loan origination and servicing, insurance, collections, and financial reporting.

1. Click Finance Lending Suite
To Be Powered By

2. SopraBanking
Project
Hello, this is Nabil a FinTech Solution Manager at one of leading
Financial Services companies in Egypt.
I am offering the idea & the proper implementation
management experience as well as UI & UX designing of
providing one Lending Suite solution for different
business models of non-banking Financial Services.
Mo. Nabil
Innovator

3. What is the problem ?
We believe that most of the available Banking software not
providing a single solution for all Non-Banking Financial Services
activities, So we are offering idea & experience of UIUX designing
& implementing a fully integrated Lending Suite and Financial GL
system to fulfill different Non-Banking Financial Services, with daily
EOD integration & Hand-off consolidation reports will be the
capture of daily Financials standpoint.

4. Our Magic Solution
Will interact with Customer Information Folio (Corporate / Individual)
with integrated Customer & Agent communication channels (POS)
Loan Origination
Managing Super &Specific Products
(Leasing – Mortgage – Factoring – Securitization – Real Estate business)
Loan Servicing
Handling different types of Insurance (Life – Fire - Bad Debt - Vehicle)
and Collection Services (Delinquency status – Portfolio performance –
Pool Allocation – Productivity MIS reports - Agent follow up)
Insurance & Collection Services
General Ledger contains a complete record of financial transactions
over the life of company
Financial GL Management
System Maintenance & Configurable work-flow with Jasper reporting
technology to customize business needs
Flexible System Administrator

5. How it works
Let us have a look into some farther details
Loan Origination
- CRM to be integrated with (E-Mail / SMS / Mobile App.) for Customer
experience and Agent support
- Notifications & Campaigns Management - Sales Channels with POS
interface - Loan Calculator with goal seek options - Pricing & Proposal -
Credit Risk scoring with investigation processing details
- Customer's liabilities interface through Central Banks - Asset &
Collateral Management - Legal advice control - Archiving Documents
Management.

6. Loan Servicing
- Loan Simulation & Facility Management to define profitability & help
decision makers - Loan query view options - Booking & Contract Management
- Purchase orderWork order initiation - Disbursement and availability to
schedule through tranches - Credit Risk monitoring during Limit utilization
- Precious Payment Plan parameter options & templates - OTC & PDC
Management - Operation Events (Invoice paymentReverse - PartialEarly
Settlement - Excess Adjustment - Payout - Reschedule - Roll Back - Top up)
- Loan Maintenance to be able to change parameters for each Loan or
Contract
How it works

7. Insurance & Collection
Services
- Life insurance Policies with required parameters for age/rate segmentation
- Fire insurance certificates initiation & renewal options
- Bad Debt insurance
- Vehicles insurance
- Collection Agency services (Delinquency status – Portfolio Performance –
Pool Allocation – Productivity MIS reports - Agent Calendar for follow up
activities)
How it works

8. Financial GL Management
- Multiple chart of accounts and reporting structures
- Simultaneous accounting for multiple reporting requirements
- Availability to initiate different procedures for EOD / EOQ / EOY processing
and income recognition
- Spreadsheet integration for journals, budgets, cash flow reporting, and
currency rates
How it works

9. Flexible System
Administrator
System Configuration & Maintenance - Product Simulation & Parameterization
- Administrator Tools - UserRole & Access control management
- Jasper Reporting management
- Master & Workflow controls
* System could be able to integrate with Core Banking Systems and easily
consolidate to present Daily Financials
How it works

10. Non-Core Banking Software
Business Analysis
Software Project Management
97%
90%
88%
Professional Skills:
Financial Technology
95%
Mohamed Nabil
FinTech Solution Manager
Senior Application Consultant with more than 10 years of experience in managing Non-Core Banking
Software Projects with Multinational Banking software provider
* Professional on Financial analysis, Technical support, Business analysis, and Client services for
business software solutions.
*With in-depth knowledge of Application architecture, Software development life-cycle and Business
Intelligence.
*Providing client-focused technology support for Mortgage, Leasing, Factoring/Securitization, Real
Estate, Insurance and Payment Services.
*Successfully analyzing and resolving IT software & hardware issues in a timely and accurate fashion.
*Providing expert Techno-Functional consulting services, IT Governance strategies & Localization
management.
*Having the ability to maintain a high level of customer satisfaction for multicultural business
support(CRM, POS, Loan Origination/Servicing, Asset management, PO, Accounting, Cash Flow,
Product Management/Parameterization..Etc.) with possessing strong analytical and documentation
skills.
*Installing, configuring and monitoring Computing Systems.
*Keen to succeed in an environment of growth and excellence to earn a career path with acting as a
valuable asset to organization which provides satisfaction, self-development, help me to achieve
organizational goal, and to work in a challenging environment that provides generous opportunities for
investment on business software solutions.
Our Team
User Interface & Experience
94%

11. ANY
QUESTION?