I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need:
Overview
Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals.
Features
- Contact Loans
- View All Contact Loans
- Add New Loan
- Bulk Repayments
- Bulk Import Loans
- Calculator
- Settings
- Reports
Reports:
- Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field
- Repayments: This report shows the repayment made between the start date and end date
- Arrears: This report lists all loans in arrears
- Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information
- Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period
- Awaiting Disbursement: This report lists loans with awaiting disbursement status
- Pending Approval: This report lists loans with pending approval status
- Rescheduled Contact Loans: This report lists loans with rescheduled status
- Written off Contact Loans: This report lists loans with written-off status
Ideal Skills:
- Experience with Perfex CRM.
- Strong in PHP development,
- Excellent understanding of CRM systems.
Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
