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New SALE features for loans, credit sales, and collections

SALE now goes beyond daily collections. Clients can request loans, you manage sales with voiding and renewals, collect biweekly, register extra charges, and review profits with clear reports.

Client portal and loan requests

Your clients check balances and request loans from a portal. You get the request, see it on the map by proximity, accept it, and contact them right away.

  • Client Portal for inquiries and loan requests
  • Loan-request notifications by proximity and map range
  • Accept requests and contact the client directly

Sale card, voiding, and renewals

Edit each sale in one place: date, installments, amounts, and voiding. Approve renewals and void sales from previous openings or cash sessions.

  • New, clearer sale card
  • Voiding plus date, installment, and amount edits in one place
  • Approval flow for sale renewals
  • Voiding extended to previous openings and cash sessions

Co-signers, configurable menu, and clients

Add co-signers and extra information to each client. The menu is dynamic and configurable for how your business works.

  • Co-signers and extra client information
  • Dynamic, configurable menu by user or role

Biweekly payments, extra collections, and profits

Collect every 14 days, register extra charges by type, and attach receipts. The profits menu shows metrics and reports for each portfolio.

  • New biweekly payment period for credits and sales
  • Extra collections module by charge type
  • Receipts attached to registered movements
  • Profits menu with detailed metrics and reports
  • Manual sale sorting to organize your lists
  • Faster inquiries module to search clients and balances

Customization, map, languages, and team

Customize colors, use Spanish, English, or Portuguese, and view the map in dark mode. Assign sellers and supervisors faster and search insurance more easily.

  • New color options to personalize the app
  • Languages: Spanish, English, and Portuguese
  • Dark mode on the map view
  • Faster insurance search and listing
  • Faster assignment of sellers and supervisors
  • Clearer, more stable login experience
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