Porta is a robust Software as a Service (SaaS) platform meticulously built for financial institutions, including credit unions and microfinance organizations, that rely on a network of agents for daily collections. It addresses the common challenges of manual tracking, lack of real-time visibility, and performance assessment in agent-driven collection processes. At its core, Porta provides a dedicated system for managing agent portfolios. Authorized users can efficiently assign specific clients to each agent, clearly defining the daily collection targets for every client. This clarity empowers agents by providing them with precise daily objectives and a tool to accurately record collected amounts on the go.

For management and administrators, Porta offers a powerful, intuitive dashboard. This centralized hub provides real-time visibility into individual agent statistics, overall collection progress, success rates, and historical data. Secure, role-based access ensures that sensitive collection data and agent performance metrics are accessible only to authorized personnel. With its comprehensive suite of functionalities, Porta helps financial organizations to significantly streamline their daily collection workflows, improve agent accountability, enhance data accuracy, and make informed decisions based on live performance analytics. It's designed to transform a complex operational task into an efficient, transparent, and data-driven process.