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  5. Program for clients of a credit institution
Rating: 4.9. Number of organizations: 250
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: USU Software
Purpose: Business automation

Program for clients of a credit institution

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Program for clients of a credit institution - Program screenshot

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.

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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.


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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.

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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.