Cartera Digital

Digital wallet is the only mobile platform specialized credit management for microfinance.
With five different management modules, Digital Portfolio allows efficiency, goals management and supervision of field staff of any MFI.

Digital portfolio is designed to be actively used in the field and works directly integrated with transactional banking software and cores.
micro Financial
cooperatives
Savings and Credit Societies
Collection agencies


- Portfolio Management -
By Digital Portfolio you can keep records and records management field as:
• Recoveries / Billing / Payment Agreements / Receiving Payments
• Lift Applications / Prequalification
• Credit Inquiries to Circles
• Renovations / Expansions
• Reactivations
• Follow
• Campaigns targeted
• Management Routes
• Customer Geolocation
• Individual and group methodologies


- POSITIONING MODULE -
DIGITAL PORTFOLIO manages through visits and handles approvals or discards active credit applications
customers by managing different profiles in the placement process as:
1. Profile of Prospectador
2. Receipt and review Profile Information
3. Profile Supervisor
4. Profiles of Approval and Rejection VSC

- WEB BUSINESS INTELLIGENCE MODULE -
Real-time generation of management or closure reports with intelligent and graphics areas, agencies and users tables. Reports Portfolio Management, Credit Applications, Workspaces, customer profiles and Efficiency and daily activities.
More than 24 business intelligence reports in total.


Available throughout Latin America
Mexico - El Salvador - Honduras - Guatemala - Colombia - Dominican Republic - Peru - Paraguay - Ecuador - Nicaragua and Panama

Inquiries to: info@cartera-digital.com
WWW.CARTERA-DIGITAL.COM
All rights reserved
2018 Android App