LOAN WORKFLOW
Application pipeline
AUTOMATED
Lead
Documents
Underwriter
EMI
Applications248
Pending review32
Approval rate78%
SALESFORCE
System Modules
- Loan Applications
- Document Verification
- Approval & Notifications
- EMI Repayment Tracking
- Customer 360° Profile
● API + Payment Gateway Ready
Total Portfolio₹8.42 Cr+14.8% this
quarter
Active Loans1,28496 new this
month
Pending Approval86Needs
attention
Collections₹74.6L92.4%
collected
PORTFOLIO
Loan disbursement trend
LAST 8 MONTHS
RECENT
Applications
LOAN APPLICATIONS
Applications
Review new and in-progress loan requests.
ApplicantProductAmountStatus
DOCUMENT VERIFICATION
Verification Queue
Check identity, income and supporting documents.
UNDERWRITING
Approval Center
Assess risk and approve eligible applications.
DISBURSEMENT
Disbursement Tracker
Monitor approved loans through payout.
EMI MANAGEMENT
Repayment Tracking
Monitor collections, upcoming EMIs and overdue accounts.
Collected₹74.6L92.4% of due
amount
Due This Week₹8.2L312
installments
Overdue₹1.7LNeeds
follow-up