the inclusive financing sector!
leverages the opportunities in the financial inclusion market.
Features
An end-to-end Loan Origination Software with a built-in analytical model for client onboarding, documentation and integrated e-KYC solution which could be used right away or tailor-made to fit your loan portfolio.
e-KYC
An integrated e-KYC solution which simplifies the entire onboarding process and completes the verification process in a matter of minutes. With CloudBankIN you could save your customers and agents from the hassles of paperwork and provide a smooth onboarding experience.
Client Creation
CloudBankIN helps your representatives the flexibility to create a new loan account for active clients or active groups instantaneously. The whole onboarding process is completely automated and digitized to offer your customers a secure, efficient and paperless boarding.
Documentation
Our built-in documentation module is a database-driven commercial loan origination software which dynamically stores and segregates commercial loan documents over the cloud for automating your workflow and decision-making process.
A web-based centralized architecture solution for automating your back office operations from loan product creation to organization management. With our system integration feature, you could manage every activity involved in Loan Management right from loan disbursement till its closure.
Loan Product creation
Our most comprehensive NBFC software has an extensive list of built-in loan servicing products that could be easily customized to meet your complex loan requirements.
Organisation Management
Our robust loan management system could also be used to consolidate your entire organization’s data on our centrally accessible cloud platform. Everything from Holidays to employee data could be fed into the system for seamless functionality.
System Integration
Our flexible cloud banking software could be easily customized on the backend using the system configuration page. Admins have the authority to add and edit data tables, rules, codes, and reports. They could also set and limit account permissions for other users based on their role.
Loan disbursement
Our product automates the entire document flow right from the application upload to loan approval. This cost effective data-capture method is not only beneficial but also provides staff more control over the process thus simplifying the loan approval and disbursement process.
An user-centric collection application which permits the Admin user to define and automate their collection strategies, organize their collection sheets, track repayments, trace delinquent loans, and configure a notification structure across SMS and email channels helping you subdue your technical, operational and collection costs.
Collection sheet
Our sleek and simple collection sheets simplify the field collection process which improves the efficiency of your collection agent and helps you methodically interpret the loan collection data while keeping an eye on the productivity of your loan officers.
Track Repayment Process
Tracking the repayment made by customers would become an easy process with our intuitive interface which uses powerful auto decision capabilities to highlight missed payments and shed light on any irregular account activities.
SMS and Email Notification
Configuring email or SMS notification would no longer be a nightmare. You can configure SMS or email campaigns through our external service plugin with just a click and broadcast your message in a moment.
Our best-in-class business banking software could transform your financial management process entirely and simplify the overall process of managing your chart of accounts, making journal entries, setting accounting rules and mapping your financial activity a breeze.
Chart of Accounts
Creating and mapping your chart of accounts is the core of any accounting system. It is easy to configure your COA(Chart of Accounts) on CloudBankIN under five main categories: Assets, Liabilities, Income, Expenditure, and Equity which could be easily accessed in two views: List or Tree.
Journal Entry
Our streamlined microfinance software would replace your default accounting software with its user-centric design and ease-of-use which simplifies tedious tasks adding, closing or searching of journal entries.
Migrate opening Balances
Ease the process of migration of the opening balances from the legacy system data using our cutting edge commercial lending software. Facilitate the super users to set and update office-level opening balances using the backend functionalities.
Financial activity mapping
All vital financial activities could be mapped to specific accounts based on an assorted list of predefined commands which dictate list of procedures to be carried out on a system generated accounting transaction.
Our extensive collection of reports which are ideal for any banking or microfinance institutions could transform your data into stunning reports within a matter of minutes. The responsive reporting structure coupled with highly interactive dashboard makes our product a pioneer in the line of microfinance loan softwares.
Module wise report generation
Our module wise reporting structure would offer you a complete visibility of your data and help you drive actionable insights with minimal staffing. With our mini bank software, you can directly connect to relevant databases, mash-up multiple insights & visualize them as easily interpretable reports.
Dashboard
Our interactive dashboard feature provides a comprehensive outlook of the entire operational process like overall loan management, client trends for all or specific location, a visual interpretation of daily activity giving you an indepth insight to manage the complexities you encounter in your day-to-day operations.
Quick access navigation bar
The quick access toolbar located on the left navigation panel is configured to redirect you instantly to a few most commonly used operations like creating a new client, viewing the chart of accounts, accessing the collection sheets etc.
Powered by integrated modules that can be deployed separately, our mobile app solution helps financial institutions on-board customers faster, deliver better service to customers and simplify collection processes for agents.
Complete mobility solutions
Automation through mobile banking empowers collection agents to function efficiently and improve their productivity by eliminating the reliance on cumbersome collection sheets and deficient systems.
Online and Offline
Our mobile app comes with an offline enabled feature, it enables collection agents to access the application and enter data even from remote areas with no connectivity. The app is designed so as to sync with the database whenever a network connection is present.
Path Tracker
The inbuilt tracker embedded in our mobile app would turn your collection agent’s mobile phone to a real-time GPS tracking tool which would help you monitor and follow their location online.
An end-to-end Loan Origination Software with a built-in analytical model for client onboarding, documentation and integrated e-KYC solution which could be used right away or tailor-made to fit your loan portfolio.
e-KYC
An integrated e-KYC solution which simplifies the entire onboarding process and completes the verification process in a matter of minutes. With CloudBankIN you could save your customers and agents from the hassles of paperwork and provide a smooth onboarding experience.
Client Creation
CloudBankIN helps your representatives the flexibility to create a new loan account for active clients or active groups instantaneously. The whole onboarding process is completely automated and digitized to offer your customers a secure, efficient and paperless boarding.
Documentation
Our built-in documentation module is a database-driven commercial loan origination software which dynamically stores and segregates commercial loan documents over the cloud for automating your workflow and decision-making process.
A web-based centralized architecture solution for automating your back office operations from loan product creation to organization management. With our system integration feature, you could manage every activity involved in Loan Management right from loan disbursement till its closure.
Loan Product creation
Our most comprehensive NBFC software has an extensive list of built-in loan servicing products that could be easily customized to meet your complex loan requirements.
Organisation Management
Our robust Loan Management System could also be used to consolidate your entire organization’s data on our centrally accessible cloud platform. Everything from Holidays to employee data could be fed into the system for seamless functionality.
System Integration
Our flexible cloud banking software could be easily customized on the backend using the system configuration page. Admins have the authority to add and edit data tables, rules, codes, and reports. They could also set and limit account permissions for other users based on their role.
Loan disbursement
Our product automates the entire document flow right from the application upload to loan approval. This cost effective data-capture method is not only beneficial but also provides staff more control over the process thus simplifying the loan approval and disbursement process.
An user-centric collection application which permits the Admin user to define and automate their collection strategies, organize their collection sheets, track repayments, trace delinquent loans, and configure a notification structure across SMS and email channels helping you subdue your technical, operational and collection costs.
Collection sheet
Our sleek and simple collection sheets simplify the field collection process which improves the efficiency of your collection agent and helps you methodically interpret the loan collection data while keeping an eye on the productivity of your loan officers.
Track Repayment Process
Tracking the repayment made by customers would become an easy process with our intuitive interface which uses powerful auto decision capabilities to highlight missed payments and shed light on any irregular account activities.
SMS and Email Notification
Configuring email or SMS notification would no longer be a nightmare. You can configure SMS or email campaigns through our external service plugin with just a click and broadcast your message in a moment.
Our best-in-class business banking software could transform your financial management process entirely and simplify the overall process of managing your chart of accounts, making journal entries, setting accounting rules and mapping your financial activity a breeze.
Chart of Accounts
Creating and mapping your chart of accounts is the core of any accounting system. It is easy to configure your COA(Chart of Accounts) on CloudBankIN under five main categories: Assets, Liabilities, Income, Expenditure, and Equity which could be easily accessed in two views: List or Tree.
Journal Entry
Our streamlined microfinance software would replace your default accounting software with its user-centric design and ease-of-use which simplifies tedious tasks adding, closing or searching of journal entries.
Migrate opening Balances
Ease the process of migration of the opening balances from the legacy system data using our cutting edge commercial lending software. Facilitate the super users to set and update office-level opening balances using the backend functionalities.
Financial activity mapping
All vital financial activities could be mapped to specific accounts based on an assorted list of predefined commands which dictate list of procedures to be carried out on a system generated accounting transaction.
Our extensive collection of reports which are ideal for any banking or microfinance institutions could transform your data into stunning reports within a matter of minutes. The responsive reporting structure coupled with highly interactive dashboard makes our product a pioneer in the line of microfinance loan softwares.
Module wise report generation
Our module wise reporting structure would offer you a complete visibility of your data and help you drive actionable insights with minimal staffing. With our mini bank software, you can directly connect to relevant databases, mash-up multiple insights & visualize them as easily interpretable reports.
Dashboard
Our interactive dashboard feature provides a comprehensive outlook of the entire operational process like overall loan management, client trends for all or specific location, a visual interpretation of daily activity giving you an indepth insight to manage the complexities you encounter in your day-to-day operations.
Quick access navigation bar
The quick access toolbar located on the left navigation panel is configured to redirect you instantly to a few most commonly used operations like creating a new client, viewing the chart of accounts, accessing the collection sheets etc.
Powered by integrated modules that can be deployed separately, our mobile app solution helps financial institutions on-board customers faster, deliver better service to customers and simplify collection processes for agents.
Complete mobility solutions
Automation through mobile banking empowers collection agents to function efficiently and improve their productivity by eliminating the reliance on cumbersome collection sheets and deficient systems.
Online and Offline
Our mobile app comes with an offline enabled feature, it enables collection agents to access the application and enter data even from remote areas with no connectivity. The app is designed so as to sync with the database whenever a network connection is present.
Path Tracker
The inbuilt tracker embedded in our mobile app would turn your collection agent’s mobile phone to a real-time GPS tracking tool which would help you monitor and follow their location online.
Key Benefits
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End-to-End Commercial Lending Software -
Robust Document Management -
State-of-Art Server Technology -
Highly Flexible and Scalable Software -
Dynamic Workflow Management -
Seamless Integration
Loan Product Catering To Domain-Specific To Yours
Recent Blogs
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How Loan Origination is done through Digital Onboarding
April 20, 2022 -
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