Sage CRMLoan Pre-Approval

Case Collections

WebBrowser

Client

LIMS

GENERAL LEDGERSage X3

Accpac ERPOther

Sage CRM

Manage Loan Pre-Approval• Customer Application Forms and Templates• Means Test• Credit Check (ITC / Experian / Other)• Credit Approval Work-flowsManage Customer Interaction• Telephonic Balance Enquiries• Change in Demographic Information or Contact Details• Marketing Opportunities• Email / SMS

Manage Customer Collections• Overdue Accounts Work-flow Collection Processes• Outbound Call Cycles Email / SMS• Tracking, PTP Management Pre-Legal Notices

Manage Loans• Single Debtor, Multiple Open Item Accounts • Import Debtors, Banking Details, Accounts, Transactions • Interest Fixed or Linked with Prime Rate Offset• Interest Bearing or Non Interest Bearing Payment Priority• Interest Bearing & Non-Interest Bearing Transactions• Single & Batch Transaction Entry• Account Payment Dashboard• Statements and Returns• Settlements Restructures Write-Offs

LIMS

Manage Payments• Payments – Debit order, Cash Receipt• Debit Order Processing• Bank Statement Import – Multi-format• Multiple Allocation References• Multiple Account Allocation “Split” Management

LIMS

Reporting & Information• Excel / PDF reporting• Account Dashboard • Statements, Age Analysis• NCA / NCR Returns • ODBC Compliant for External Reporting Tools

GENERAL LEDGER Sage X3 Accpac ERP Other

Manage Accounting• Interface• Periodic Uploads – On User Request• Interim Bank Statement Reconciliation

Application

Custom Configuration• LIMS Interface for your Payments from Bank Statement Download• CRM Interface for your Credit Check Service Provider• CRM Work-flows for Pre-Approval and Case Collections• CRM Optional fields • ERP General Ledger Interface

Example Application Process

Example Collection Process

LIMS

FBA Software Partners

Carrington Steyl• NTD Analytical Chemistry• 25 Years Development Experience• Developed NSFAS Debtors System R8Bn Loan Book / 1M Debtors • Software Apps in SA, Middle East, French North Africa and Europe

David Bryant• B Com, B Compt (Hons) C.A.(S.A.)• Broad Financial & Commercial Experience• Former CFO Fruit & Veg City• Executive Member Astraia Technology