Dafi Collection Management is the mobile application designed to optimize and facilitate the management of collection processes. With this tool, managers can efficiently handle all aspects related to loan and service collections.
MAIN FEATURES:
• Member Management: Access complete information on members and debtors, including personal data, addresses, account statements, and collection classifications. Advanced search with filters by trust, neighborhood, and collection status.
• Collection Actions: Create and record collection actions with detailed tracking. Record results, next steps, and maintain a complete history of all interactions with each member.
• Account Statements: View detailed account statements in real time. See balances, payments made, interest, and any transactions related to each member's loans.
• Loan Management: Access complete information on active loans, including loan numbers, amounts, terms, start and end dates, as well as collection classifications. View details of total debt, balances, and installments.
• Settlements: Manage loan settlement processes, including liquidations, restructurings, and current status updates. Manage bonuses and balance adjustments.
• Bonuses: Manage and apply bonuses to members, facilitating the management of discounts and special benefits.
• Charge Categories and Concepts: Manage charge categories and concepts, allowing for detailed administration of the different types of applicable charges and concepts.
• Loan Simulator: Use the integrated simulator to calculate different loan scenarios, helping members better understand their financial options.
• Calendar and Appointments: Schedule and manage appointments with members, maintaining an organized calendar of all scheduled meetings and visits.
• Geolocation: Use geolocation to find nearby members and optimize visit routes, improving field efficiency.
• Push Notifications: Receive important notifications about status updates, payments received, and reminders of pending tasks.
• Security: Secure access with biometric authentication and encrypted storage of sensitive data.
• Real-Time Synchronization: All data is synchronized in real time, ensuring you always have the most up-to-date information.
• Intuitive Interface: Modern and user-friendly design that allows for quick navigation between different features.
The application is specifically designed for collection professionals who need a comprehensive and efficient mobile tool to manage their daily activities, improving productivity and tracking of collection processes.