Customers and members
Add, import, search, export, edit, and manage customer or member records with contact, ID, employer, next-of-kin, and bank details.
Built for Botswana credit providers
Run your loan book with control.
SoftDayta Credit brings customers, loans, repayments, statements, arrears, contracts, contributions, and management reports into one clean cloud workspace.
NBFIRA-ready outputsCustomer portalExcel import support
P300per month full workspace
50%off first month
1place for the full loan cycle
Secure user accessPortfolio dashboardStatements and contractsPayments and bank refs
Why switch
Replace scattered spreadsheets with a lender operating system.
SoftDayta keeps the daily workflow practical: record the transaction once, then use it everywhere else in the workspace.
Before SoftDayta
- Loan balances rebuilt manually in Excel.
- Payment references scattered across bank statements and notebooks.
- Arrears follow-up depends on memory and separate lists.
- Reports take too long at month-end.
With SoftDayta Credit
- Live balances, repayments, and aging buckets update from recorded transactions.
- Customers, loans, contracts, and statements stay connected.
- Payment imports and split receipts support real bank workflows.
- Reports are export-ready when the records are clean.
Platform features
The core tools your lending team expects.
Designed for repeated daily use by finance administrators, collections teams, managers, and owners.
Loans and contracts
Create loans, preview schedules, apply customer approval, send contract links, and track signed uploads from one contract workspace.
Payments and allocation
Record repayments, interest receipts, contributions, bank references, and split payments. Overpayments are tracked automatically.
Dashboards and arrears
Monitor portfolio value, collection rate, overdue loans, critical arrears, pending interest, and month-to-date cash collected.
Product experience
Built around the actual loan office workflow.
From customer onboarding through disbursement, repayment, reminders, reporting, and renewals, SoftDayta keeps operational detail visible without making the interface feel heavy.
- Customer and member portal access with one-time codes and secure links.
- Statements, reminders, and contract documents generated from live records.
- Company profile settings for currency, interest method, banking details, and terms.
Reports and compliance
Turn your loan data into usable reports.
Reports depend on the active package and the quality of the records, but the goal is simple: less manual reconstruction at reporting time.
Transaction history
Export disbursements, instalments, bank references, customer names, client numbers, and interest received over a custom period.
Monthly summaries
Review principal disbursed, principal received, interest earned, and interest received across the financial period.
NBFIRA-ready reports
Prepare Form 7, monthly salient, aging, and compliance outputs from the platform where package access allows.
Community finance reports
Track members, savings, contributions, society statements, bank movements, and annual community finance review PDFs.
Simple pricing
One full lending workspace. No confusing feature tiers.
SoftDayta Credit
Full lending suite for finance companies, micro lenders, and pawnshops.
P300/ month
First month 50% off: P150
Included in the workspace
- Unlimited customers and users while subscription is active.
- Loans, payments, statements, contracts, reminders, and dashboard monitoring.
- Excel import templates and migration support.
- NBFIRA-ready reports and transaction exports.
- Customer portal and secure loan approval links.
Try the public loan calculator.
Preview loan amount, rate, term, repayment schedule, and estimated instalment before creating a live record.
Book a demo
See the workflow with your team before subscribing.
Use the form to request a guided walkthrough. We can focus on loan setup, payment imports, statements, aging reports, customer portal, contracts, or NBFIRA-ready outputs.
Optional add-on
Accounting advisory for credit providers.
Specialist finance support alongside the platform for lenders that want stronger bookkeeping, reconciliations, and compliance support.
Specialist accounting support for lenders
Bookkeeping, loan book reconciliations, monthly management accounts, financial statements, tax support, NBFIRA returns, and audit preparation.
From P3,000per engagementView services
FAQ
Common questions
P300 per month for full suite access. The first month is 50% off at P150.
No. You can book a free demo first and see the workflow before committing. You can also download the user guide.
Yes. SoftDayta Credit generates NBFIRA-ready reports and summaries from your live loan data. Your institution remains responsible for licensing and submission obligations.
Yes. You can create multiple user accounts with roles and permissions so staff can work from the same controlled workspace.
Yes. The app includes import templates for customers, loans, and payments, and migration support is included with the subscription.
Yes. It supports finance companies, micro lenders, pawnshops, and community finance groups, with package-specific features for lending and contributions.