E-Files is a complete loan process and eligibility loan amount finder.
This app is very useful for banking officer, Loan Agent and Chartered Accountants(CA).
E-Files have following features :
+ It can store all the information about your customers who want to take a loan.
+ Loan agent can check customer file status. [Processing,Sanction,Disbursement,Cheque Printing,Closed]
+ Each filing status have its own task to do. Once all tasks finished for one file status then only it moves to the new status. He can also send SMS or call to a customer for remaining tasks.
+ It also maintains assessment year financial detail e.g all possible incomes and loss
+ You can find eligible loan amount with specific interest rate and months.
+ Loan agents, Accountants and (Charted accountant)CA can also give access to his employee to use this app who can update all his customers information and data.
+ You can also add a file with some reference name. Here you can manage reference person list too.
+ If the loan agent has multiple employees then he/she can add any number of employees and allow them to access his all customers. So his employee can manage files and tasks too.
For information contact us on [email protected]