Ultimate Loan Manager
Developed specially for the Microfinance industry
Thank you for purchasing my software. If you have any questions that are beyond the scope of this help file,
please feel free to email via my user page contact form here. Thanks so much!
Installation
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Unzip the downloaded files
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You will see 2 folders in the extracted file.Copy the files inside folder : "Ultimate Loan Manager"
into your server
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Make sure PHP version >= 5.5.9
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Make sure .env to be writtable
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Make sure PDO is enabled in your server
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Make sure CURL is enabled in your server
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Set your domain to point to public_path/public
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Navigate to yourdomain.com/install or just yourdomain.com. Follow the Installer Wizard
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That's it!
Default login details, email:admin@webstudio.co.zw,password:admin123
Key Features
Borrowers
- Only First Name and Last Name required to create borrower
- Upload picture and files if any
- Add details such as DOB, Email, Mobile, and Address
- Send SMS and Email directly to Borrower
- Auto Send SMS and Email
- Add Loans
- Unlimited Borrowers can be added
Add Loan
To add loans, you first need to add a Loan Product which is where you set interest rates and other
fields.
- Add Loan Products
- Choose from Flat Interest, Reducing Balance - Equal Installments, Reducing
Balance - Equal Principal, Interest-Only loans
- Released Date, Amount, Interest %, Duration, and Repayment Cycle
- Set Grace Period
- Set Penalties for late repayment and after maturity date
- Set a different Interest Start Date
- First Repayment Date and First Repayment Amount can be manually set in Add
Loan
- Add Loan Fees
- Add Loan Agreement files
- Unlimited Loans
Manage Loan
- View and print Loan Statement and Collection Schedule
- Add Repayment
- View Loan Terms and Files
- Add Comments
- Edit Collection Sheet
- Override Loan Due Amount
- Filter Loans
- Send bulk SMS to borrowers on the Daily Collection Sheet or the Overdue
Loans Sheets.
Collateral Register
- Add Collateral
- Manage all Collateral in a Register
Expenses
- Add Expense
- Set Expense Type
- Upload Invoices and Receipts
- Set Recurring Expenses
- View and filter Expenses based on Expense Type
Payroll
- Add Payroll for your Staff
- Automatically Generate Payslips
- Choose Payroll Templates
- Edit Template Fields
- Set Recurring Payroll
- View and filter Payroll based on Staff name
Other Income
- Add Other Income
- Set Other Income Type
- Upload Files
- Download Receipts
- Set Recurring Other Income
- View and filter Other Income based on Other Income Type
Charts
- Loan Released Chart
- Loan Collections Chart
- Balance Sheet, Net Profit, Gross Profit, Expenses, and Payroll Charts
Reports
- Collection Report and Chart
- Cash Flow and Detailed Cash Flow
- Profit Loss Statement
Users
- Add Staff and upload picture and files
- Set Staff Roles for each staff such as Cashier, Teller, Operations Manager,
Collector, and Branch Manager
- Set permissions for each staff role and control what pages they can see
Custom Fields
- Add your own form fields to borrowers, loans, expenses, other income,collateral
Cron Jobs
- Configure the system to automatically send reports, remind borrowers or set penalties
The application has other features which you will see when you start using the system
Language
You can translate the system into your language by creating a new language file found in resources/lang/
Total system is made responsive. So you can manage your application anywhere on the go from any mobile
device.
Source & Credits
The system is built on Laravel Framewrok using AdminLTE theme
Once again, thank you so much for purchasing this software. As I said at the beginning, I'd be glad to
help you if you have any questions relating to this theme. No guarantees, but I'll do my best to assist.
If you have a more general question relating to the softwares on CodeCanyon, you might consider visiting the
forums and asking your question in the "Item Discussion" section.
Webstudio