NBFC ERP Features From Onboarding to Collections
From the first KYC to the last receipt, here are the features that make an ERP worth running for a financial services business, on Odoo, ERPNext or SAP.
One system, from onboarding to the ledger
Onboarding and KYC in one flow
Borrower onboarding, documents and approvals run in one flow, so files are not re-keyed across tools and a loan moves faster from enquiry to disbursement.
- Borrower and document capture.
- Approval workflow by role.
- Disbursement that posts to the ledger.
Collections that lower cost
Due lists, reminders and field collection run in one system, so dues are followed up on time and collection cost comes down.
- Due and overdue lists by branch and officer.
- Reminders and field collection.
- Receipts posted to the ledger.
Portfolio and NPA in real time
Portfolio, ageing and NPA build from one ledger, so the numbers a regulator or board asks for are a report, not a week of work.
- Live portfolio and ageing.
- NPA and provisioning views.
- Reports for board and regulator.
Everything a financial operation needs
Branch operations
All branches on one system with shared accounting, cash management and day-end.
Accounting and finance
Disbursement, receipts, interest and charges post to one ledger for clean books.
Compliance and audit
Access controls and audit trails that keep records ready for returns and audits.
Loan system integration
Connect your core loan management system for accounting and reporting.
HR and payroll
Staff records, branch attendance and payroll on the same platform.
Dashboards
Live disbursement, collection, overdue and cost across every branch on one screen.
See These Features on Your Business
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