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Welcome! 👋

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SecureFam Development Foundation — Staff Dashboard

🏢

Company Overview

Organization details

📋

Daily Task Planner

Plan your day

📝

Assessment Form

Client assessment

📞

Client Follow Up

Track interactions

💬

Daily Feedback

Submit feedback

🆕

New Registration

Register clients

💰

Advance Contribution

Plan selection

📥

Contribution Entry

Enter contributions

🎯

TRG Registration

Member & plan entry

📒

Day Book

Daily transaction log

🏦

Loan Management

Applications & receipts

🧮

Calculator

Loan & contribution calc

🔍

Loan Query

Query portal

🩺

Financial Health Check up

Client & family health check

📲

Payment via Scanner

Scan & pay

⏱️

Usage Log

Employee time tracking

🔄

Client Data Update

Employee & client portal

Client Data

📋 Daily Task Planner

📋

Daily Task Planner

Plan and track your daily tasks, set priorities and manage your work schedule efficiently.

Open Task Planner

📝 Assessment Form

📝

Assessment Form

Fill out the client assessment form with all required details and evaluation criteria.

Open Assessment Form

📞 Client Follow Up

📞

Client Follow Up Form

Log client interactions, follow-up notes, and track communication history.

Open Follow Up Form

💬 Daily Feedback Form

💬

Daily Feedback Form

Submit your daily work feedback, report challenges and share updates with the team.

Open Feedback Form

🆕 New Registration

🆕

Client Registration Form

Register new clients into the SecureFam system with all required personal and financial details.

Open Registration Form

📊 Registration Records

📊 Registration Data

Open in New Tab

💰 Advance Contribution

💰

Plan Selection Form

Select the advance contribution plan — AOTC, AMC, or ADC — and submit member details.

Open Plan Selection Form

📊 Contribution Records

📊 Advance Contribution Data

Open in New Tab

📥 Contribution Entry

📥

Contribution Entry Form

Record daily / monthly contribution payments received from members.

Open Entry Form

🏦 Cheque Clearance

🏦

Cheque Clearance Form

Submit cheque clearance details for member payments. Enter cheque number, bank details and clearance date.

Fill Form 📊 View Details

📊 Entry Records

📊 Contribution Entry Data

Open in New Tab

🎯 TRG – Registration

Member Registration, Plan Selection & Cash Receipt Entry

🎯 TRG Operations

Member Registration, Plan Selection aur Cash Receipt entry — sab ek jagah. Forms jaldi bharo aur spreadsheet mein entries track karo.

📋

Member Registration

Register new TRG members. Fill in member details, contact information and branch assignment.

✏️ Fill Form

📊

Plan Selection

Select and assign contribution plan for registered TRG members as per their preference.

✏️ Fill Form 📊 View Details

🧾

Cash Receipt Entry

Record cash receipt payments from TRG members. Enter amount, date and payment reference.

✏️ Fill Form 📊 View Details

📒

Day Book

View and update the daily transaction log for TRG operations. Track all daily entries and financial movements.

📒 Update Day Book

📒 Day Book

Daily transaction log — TRG Operations

📒 Day Book

Open in New Tab

🏦 Loan Management

Open the loan portal or read the loan process

Loan Portal

Open the loan portal for loan applications, records and tracking.

Applications
Records
Tracking

Open Loan Portal

Loan Process

Read the loan process and follow it at every step.

Google Drive

Read Loan Process

Both open in a new tab.

🩺 Financial Health Check up

Check the financial health of a client or family

🩺 Financial Health Check up

Click to open the Financial Health Check up tool

🩺 Open Health Check up

🧮 Calculator

Contribution & Loan EMI Calculator

Advance One-Time Contribution

🎁 Year-wise Gift Rate — Fixed

1 Year9%

2 Years9.5%

3 Years11%

Contribution Amount (₹)

Select Years

Gift Rate

Select year →Auto-filled

Advance Monthly Contribution

🎁 Year-wise Gift Rate — Fixed

1 Year9%

2 Years9.5%

3 Years11%

Monthly Amount (₹)

Select Years

Gift Rate

Select year →Auto-filled

Advance Daily Contribution

🎁 Gift Rate: 11.50% — Fixed

Daily Amount (₹)

Gift Rate

11.50% on Maturity 🔒 Fixed

Duration

365 Days — 12 Months 🔒 Fixed

Loan EMI Calculator

Flat Rate — Choose 20% or 24% Yearly | 5% Processing Fee

📋 Flat Interest Method

Loan Amount (₹)

Duration (Months)

Interest Rate

Processing Fee

5% on Loan Amount 🔒 Fixed

EMI Type

🔍 Loan Query

🔗 Loan Query Portal

Click to open the external loan query system

Open Loan Query Portal

📲 Payment via Scanner

Scan & Pay — SecureFam Development Foundation

💳 Scan & Pay

UPI ID:sdfhp@sbi

💳 Payment Details

SecureFam Development Foundation
Account Number: 44096906481
IFSC: SBIN0015145
Branch: Chail, Dist. Mandi

📷 You can also scan the QR code above for quick payment.

🔄 Client Data Update

Employee portal to update client records, and the client-facing portal

Employee Portal

Update client data — edit and manage client records as staff.

Update Data
Staff Access

Open Employee Portal

Client Portal

Client-facing view to check and submit details.

Client Access

Open Client Portal

Both open in a new tab.

⏱️ Usage Log

device/browser ka record

📊 Employee-wise Total Usage

🗑️ Clear Log

Employee	Sessions	Total Time Used	Last Active	Status

📒 Session History (latest first)

Employee	Login Time	Logout Time	Duration	Status