Welcome to the FinancePe documentation
Find everything you need to set up, customize, and master your FinancePe platform.
Documentation sections (main categories)
Getting started
- Platform Onboarding: Initial Setup for Retailers and Distributors
- System Requirements: Compatibility Check for the Web Portal and Device App
- Creating a Contract: End-to-End EMI Device Setup Workflow
- Dashboard Overview: Monitoring Active Loans and Device Status
- First Steps After Signup: Completing Your Profile and Initial Setup
- System Requirements: Compatibility Check for the Web Portal and Device App
Device Management & Security Features
- Understanding Device Lock States: Soft Lock, Hard Lock, and Offline Mode
- Managing EMI Reminders: Setting Up Automated Customer Notifications
- Remote Management Guide: Locking and Unlocking a Device (Step-by-Step)
- SIM Protection Setup: Activating the SIM Lock/Alarm Feature
- USB & PC Connection Lock: How to Enforce Data Transfer Restrictions
- Tracking Lost Devices: Using the Real-time GPS Location Feature
User & Customer Management
Billing & Collections (Focus on EMI)
Reporting and analytics
Gain insights and grow with detailed reports.
- Delinquency & Risk Reports: Tracking Overdue Payments and High-Risk Loans
- Device Status Analytics: Monitoring Active, Locked, and Paid-Off Devices
- Sales Performance Reports: Analyzing Loan Volume by Retailer or Staff Member
- KPIs for Mobile Finance: Understanding Activation Rate and Collection Efficiency
Troubleshooting & FAQs
Solutions for common issues and frequent questions.