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Customer Service & Relationship Management Toolkit (Premium / Pro)

3,500.00
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Finance & Management Reporting Toolkit

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Credit & Loan Support Toolkit

5,000.00

Premium Excel toolkit for banks to track loan applications, deal pipelines, repayments, credit risk, and officer performance with built-in formulas, automated alerts, and a management dashboard.

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Description

The Credit & Loan Support Toolkit (Premium) is a complete Excel-based solution for banks, microfinance institutions, and financial service teams to efficiently manage credit operations without touching core banking systems. This premium toolkit allows credit officers, loan processing teams, and managers to track loan applications, monitor deal pipelines, manage repayments, assess credit risk, and oversee officer performance — all in one workbook.

Built with built-in formulas, dropdown menus, conditional formatting, and a dynamic management dashboard, it automatically calculates repayment variances, overdue alerts, weighted risk scores, and officer productivity KPIs. Additional modules include collateral tracking, interest and fee calculations, loan restructuring monitoring, and default/delinquency oversight.

Ideal for institutions seeking decision-support, audit-ready records, workflow visibility, and executive reporting directly from Excel, this toolkit turns complex loan management tasks into structured, actionable, and visual insights.

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