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Loan Management Software

Every application tracked.
Every collection on time.

GenieBox Loan Management Software helps finance teams manage applications, documents, approvals, disbursals, EMI schedules and collections from one secure operating system.

Loan Management Solutions

A controlled loan lifecycle from lead to closure

Digitize every step so branches, credit teams and collection agents work from the same truth.

Digital Applications

Capture applicant details, loan type, references and branch ownership quickly.

KYC & Documents

Track required documents, verification status and missing items at every stage.

Approval Workflows

Route files through credit checks, manager approvals and policy conditions.

Disbursement Tracking

Track sanctioned amount, repayment terms, disbursement dates and status.

EMI & Collections

Monitor due dates, paid EMIs, overdue cases and field collection follow-ups.

Portfolio Reports

See disbursals, collection efficiency, overdue buckets and branch performance.

WhatsAppEMI reminder sent
FlowApply - approve - collect
Alert3 overdue cases flagged
WhatsApp + Collection Automation

Borrowers get timely reminders, teams get clean follow-ups

Automate application updates, document requests, EMI reminders and collection alerts while agents see every conversation and promise-to-pay in the loan file.

  • EMI reminders, payment nudges and overdue alerts
  • Application status updates and document requests
  • Collection notes, follow-ups and field activity logs
See it live
100%
loan file visibility
Lending Features

Risk, approvals and collections in one system

  • Stage-wise application and document checklist
  • Credit approval workflows and maker-checker control
  • EMI schedules, promise-to-pay and collection tracking
  • Branch, product and portfolio dashboards
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How it works

Bring your lending workflow online, step by step

01

Discover

We map loan products, approval rules, documents and collection process.

02

Configure

Forms, workflows, EMI logic, roles and reports are set up for your team.

03

Onboard

We migrate active cases and train branch, credit and collections teams.

04

Scale

Add branches, products, payment integrations and advanced portfolio reports.

Pricing

Loan Management Software One-Time Payment, Own It Forever

No monthly subscription. No AMC. No user limits, priced to your requirement, deployed to your own server.

Starter Build

  • No user limits
  • Application & document tracking
  • Basic EMI schedules
  • Email support
Get started
Most popular

Growth Build

  • No user limits
  • Approval & collection workflows
  • WhatsApp EMI reminders
  • Portfolio analytics
  • Priority support
Book a demo

Enterprise Build

  • Unlimited users and branches
  • Custom lending modules
  • Dedicated success manager
  • SLAs & integrations
Talk to sales
0Businesses served
0Faster file movement
0Collection reminders
0Client retention
Book your loan software demo
FAQ

Loan management questions, answered

Can we customize the application workflow for our loan products?
Yes. We configure forms, approval levels, documents, status names and rules based on each loan product and your internal process.
Does it track KYC and missing documents?
Yes. Each file can have a document checklist, verification status, notes and automated reminders for missing items.
Can borrowers receive EMI reminders on WhatsApp?
Yes. EMI reminders, overdue alerts and application updates can be automated on WhatsApp with records saved against the loan file.
Can branches and field agents use it?
Yes. Roles and permissions can be configured for branch users, credit teams, managers and collection agents.
Can it integrate with payment or accounting systems?
Yes. We can connect payment gateways, accounting exports, CRM leads, reporting tools and custom APIs as part of implementation.