Financer Agent

Financer Suite Technologies

About this app

Financer Agent is an application designed to support microcredit management and field collection processes. It is geared towards financial agents who need to manage clients, record payments, and track loan applications from mobile devices.

The application allows agents to manage their client portfolio, record field activities, and access relevant information for loan tracking.

Key Features:

Loan Management
View loan information, including balances, payments made, and outstanding payments.

Route Management
Access assigned routes with a list of clients or scheduled stops for visits or collections. Routes help organize daily visits and prioritize field activities.

Payment Recording
Capture payments made during visits and record the information directly from the application.

Client Management
Manage basic client information, including contact details, address, and associated documentation.

Application Tracking
Check the status of loan applications and their progress through the evaluation process.

Security and Control
The application includes access controls through user accounts and activity logging within the system.

Financer Agent is designed to facilitate the work of field agents, allowing them to quickly and securely record information and access data.

Note: Financer Agent is an internal tool for organizations using the Financer platform. Access requires credentials provided by an organization registered in the system.

What’s new

• Mejoramos la experiencia visual en el perfil del cliente, ajustes de formularios, correccion de errores en el registro de telefonos.
• Rediseño del formulario de registro de solicitudes, basado en el asistente de credito.
• Corregimos problemas de diseño en dispositivos android con menus flotantes.
• Mejoras en los documentos de simulacion, estados de cuenta y recibos.
• Refinamiento de la UI en las tabs de clientes, carteras y rutas, mejoras de experiencia de usuario y filtros.