Operating system: Windows, Android, macOS
Group of programs: Business automation
Program for clients of a credit institution
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What do you want to do now?
If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.
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How to buy the program?
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Instruction manual
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Who is the developer?
Program screenshot
A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.
If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!
Credit institutions are striving for full automation in order to reduce non-production costs. This task can be handled by the modern program of clients control in credit institutions, which is developed taking into account all the recommendations of this industry. The program for clients of a credit institution serves primarily to form a client database and a history of services rendered. It also helps to generate the required documentation. The credit institution's client control program helps to identify the demand for certain services, as well as to consider the level of debt repayment. Thus, the company determines the responsibility of the borrower and his or her discipline. Client identification is very important, as it helps to quickly trace the credit history and even free from providing some papers. The electronic database quickly generate card of an individual or legal entity in a matter of minutes - you only need a passport. Production, construction, transport and credit institutions are allowed to work in the USU-Soft program of clients’ management in credit institutions. It includes many special reference books that are necessary in the preparation of accounting records. The built-in loan calculator calculates the interest rate and the final loan amount in real time. You can also create an application online.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-22
Video of the program for clients of a credit institution
A credit institution is a specialized firm that is capable of issuing loans and borrowings for various purposes. The repayment status is of great importance in identifying the borrower. Not all companies issue a loan. It is necessary to soberly assess the chances of debt repayment. When the country's economy is unstable, one should hedge and try to minimize risks. In the electronic program of clients’ management in credit institutions, each employee is identified using a login and password. Thus, the management of the institutions can determine the performance of each period of time. This is important when distributing premiums. If there is piecework wages, then the number of clients directly affects the amount of wages. Automation of calculations helps to avoid gaps and arrears, so you can guarantee the accuracy and reliability of values. The program of a credit institution control generates records for each client and transfers them to the consolidated statement. At the end of the shift, a total is summed up, where it is indicated how many individuals and legal entities have come. This is how management determines the level of demand for their services. With the correct organization of activities, the main resources are directed to the demanded operations. Before choosing an activity, it is worth monitoring the market in order to form a segment to which the company will focus. Only after that, distribute employees between departments and give a planned assignment.
Download demo version
When starting the program, you can select the language.
You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
Instruction manual
The USU-Soft is used to identify electronic documents on-line. Using a special barcode, you can enter a document without manual water. This helps employees to reduce the amount of paperwork. Programs of clients’ management in credit institutions have a special place in optimizing work. You are able to find a user using a search engine. You enter the client's name or phone number into the search engine context field, and the program of clients’ management in credit institutions is able to carry out the rest of the actions. The search engine will find the information you are looking for quickly and accurately. You are able to sell any goods and services if you install the program of loan payments accounting. Our program of clients’ management in credit institutions is distributed on favorable terms and you don’t have to pay subscription fees for use. Moreover, we do not practice the release of critical updates. You do not have to fear that one day the software will stop working correctly and you will have to pay money again for an updated version of the application. We do not practice such activities and provide you with a full choice of whether you want to update the already purchased program of credit institutions control at the moment.
Order the program for clients of a credit institution
To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.
How to buy the program?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
Buy a ready-made program
Also you can order custom software development
If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!
Program for clients of a credit institution
If the current rate deviates from the specified one, the client is automatically notified of the recalculation made and the change in the payment amount. If any delay in payment changes the status of the loan in the database occurs, the program of credit institutions accounting automatically calculates penalties according to the officially approved formula and according to the terms of the loan provided. Communication with customers is supported by electronic communication in the format of a voice call, Viber, e-mail, SMS. Messages go directly from the CRM to the customer contacts specified in it. The CRM section stores not only personal data and contacts, but also the history of relationships, loans, mailings, copies of documents, photographs of clients, etc. To promote services, the program supports the organization of mailings in any format - mass, personal, target groups; a set of text templates has been prepared for this task. The program regularly prepares reports assessing the effectiveness of marketing platforms used to promote services, taking into account the costs of each and the profit received. When organizing a mailing list, the program independently generates a list of subscribers according to the criteria that were specified for selecting an audience, and excludes those who refused it. Regular analysis of the institution’s activities, presented at the end of the reporting period, improves the quality of services, efficiency and profitability, and optimizes financial accounting.
The software product is so versatile that it can be used in any organization dealing with finance. This can be a pawnshop, a small private bank, any microfinance organization, and so on. The software allows you to control the attendance of employees. If the employee brought a certificate from the hospital, it will be possible to take this into account not as absenteeism without pay, but as a legal sick leave.