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RD Agent Software offers a comprehensive suite of features designed to simplify operations for agents.
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Create multiple lots (Cash, DOP Cheque) within seconds and download or share them in PDF and Excel formats.
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Payslip downloads are available for lots.
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AI-powered auto captcha filling ensures seamless login and form submission.
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The accounts short code feature enables filtering by opening date and searching using shortcode, account number, or name.
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View full account details, payment history, and maturity details.
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Set WhatsApp reminders for due payments.
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Provides family ID and CIF reports for tracking investments.
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Supports offline lot preparation, allowing submission once online.
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Agents can download their commission details and monthly business turnover as PDFs.
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A dashboard offers an overview of business details.
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Account views are categorized into the first and second halves of the month.
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Monthly and yearly growth charts for new accounts are available.
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Collections overview differentiates transactions using colors.
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Postal scheme presentations help agents track maturity values and dates for RD, SAS, TD, MIS, KVP, and NSC.
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Bulk Aslass number uploads and DOP portal password updates enhance usability.
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Customer account statements can be downloaded in PDF format.
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Renewal reminders can be set directly on the home screen.
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Supports adding family ID and CIF to RD and SAS accounts.
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All features are accessible on both mobile and desktop platforms.
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Data security is prioritized with restricted access.
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The desktop software supports multiple DOP ID logins.
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Simple UI with a large font makes management easier.
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Regular software updates ensure smooth operation.
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Users can view postal holidays within the app.
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Upcoming features include KYC document management and bulk SMS reminders, further enhancing the softwareâs capabilities.
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