Product Overview

The product aims to provide a portfolio review of members' existing base and monitor existing customers for enhancing cross-sell, up-sell, collections and more.
Product features:
a. All loans availed from other MFIs
b. Current status of all loans
c. Address, DoB, State, Pincode and related PII (Personally Identifiable Information) fields
d. Sanctioned amount
e. Latest Outstanding Balance
f. Repayment behavior for 24 months
g. Summary details on total loan accounts, open accounts, closed accounts, past due accounts, written off accounts, outstanding balance, disbursement, installment, overdue amount, written-off amount divided on and off-member
h. Loan level details – account number, lender name, sanctioned, current balance, Key person and name, IDs, open date, reported data, Loan category, loan cycle id, branch

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