Profile
Your account details, preferences and activity
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Last login: —
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Account age: —
About
Documents
Good Morning, Admin 👋
Here's what's happening with your loan portfolio today.
System Online
Total Applications
0
Disbursed
0
In Process
0
● Needs attention
Rejected
0
Application Pipeline
Recent Activity
Monthly Disbursals
FY 2025–26
Applications
Disbursed
Loan Type Mix
EFIN4261234
Personal Loan — Rahul Sharma
📋 Overview
👤 Personal Details
🏠 Address
💼 Employment
🤝 References
📁 Documents
🏦 Lender Details
🔵 Timeline
📊 Reports
🏦 Bank Details
⚡ InCred
View mode
| Bank | Temporary Application Number | Application Number | Approved Loan Amount | Remarks |
|---|
📊 CIBIL Report
🏦 Perfios Report
🏦 Bank Eligibility
ℹ️ Other Info
💰 Initial Offer
📊
CIBIL Credit Report
Click below to fetch the credit report for this applicant.
New Loan Application
A guided process — takes about 5 minutes to complete
Contact & Assignment
Fields marked with * are required to proceed.
— Select Location —
▼
— Select Sales Person —
▼
KYC Verification
Upload Aadhaar and PAN card. Details will be automatically extracted and pre-filled into the application. All extracted fields remain editable.
PAN Card Required
Permanent Account Number · JPG / PNG / PDF
Aadhaar Card
UIDAI Identity Document · Front & Back required
Front Side *
Back Side *
AI-powered OCR • Works with images & PDFs
Personal Details
First name, last name, and date of birth are required.
Address
Select State
▼
Permanent Address
Employment Details
Employment type and monthly income are required.
Select Designation
▼
Initial Offer
🧮
Loan Eligibility Intelligence (CAM)
Enter the applicant's salary above to compute the eligible loan amount, tenure range, and interest rate using the CAM format matrix.
References
🤝 Reference 1
🤝 Reference 2
Documents
Loan Analytics
Based on the applicant's profile, the system identifies eligible lending banks. Select up to 2 banks for this application.
Roles & Access Rules
Security groups and record-level access rules
Security Groups
Access Rules
| Rule Name | Applied To | Domain Filter | Groups |
|---|
🏦 Lender Configuration
Select a loan product to manage its bank eligibility settings
Choose a Loan Product
Personal Loan
Unsecured · Quick disbursal
Full Config ✦
Business Loan
Self-employed · MSME
Full Config ✦
LAP
Loan Against Property
Full Config ✦
Home Loan
Purchase · Construction
Full Config ✦
Education Loan
Domestic · Abroad study
Full Config ✦
New Car Loan
New vehicle finance
Full Config ✦
Used Car Loan
Pre-owned vehicle
Full Config ✦
Overdraft / Cash Credit
Business cash credit · OD / CC
Full Config ✦
Insurance
Life · General · Health
Full Config ✦
Banks & NBFCs
Manage lending partners
| Bank Name | IFSC | Emp Code | Location | RM Name | RM Mobile | Remarks | Actions |
|---|
InCred Integration
API-driven loan processing
API Status
Connected
https://api.incred.com/v3
Pending Offers
0
Offers This Month
0
InCred Applications
| App ID | Applicant | InCred App ID | Loan Amount | Offer Status | Actions |
|---|
EMI Calculator
Advanced loan EMI calculator with amortisation, prepayment simulation, and scenario comparison.
Interest Method
₹50K₹1Cr
5%36%
Years
Months
6 mo30 yr
Reports & Analytics
All applications · Live data
Filter:
Date range:
→
📅 Monthly Targets & Achievements
—
Month-over-Month Performance
⏱ TAT Detail — Monthly Avg Days
🔽 Pipeline Stage Funnel
⏱️ Active Time by User & Group (Hours)
Disbursals by Loan Type
Top Banks by Volume
👤 User Performance
Click column header to sort
| # | Name | Applications | Disbursed ▼ | Volume | Conversion | Rejection | Avg TAT | Trend |
|---|
⏱ User Active Time
Total time across all of a user's cases (in hours). Click a row to expand per-case.
| # | User | Cases | Active Cases | Total Active Time | Avg / Case | Longest Case |
|---|
📡 Lead Source Mix
📊 CIBIL Score Distribution
🏙 Top Cities by Applications
👔 Employment Type Breakdown
💰 Loan Amount Buckets
Helpdesk Tickets
Support tickets linked to applications
| Ticket ID | Subject | Linked Loan | Customer | Priority | Status | Created | Actions |
|---|
Tasks
Tasks assigned to you or created by you — linked to your applications
My Tasks
Created by Me
Assigned to Me
Policies & Roles
Role-based permission groups —
team_workflow module
Logged in as:
—
💰 Payout
Track your commission claims, disbursements and payment receipts
Total Disbursed
₹0
0 claims
💰 Total Payout
₹0
Approved + Paid
✓ Approval Rate
0%
Based on submitted claims
⏳ Pending
0
Awaiting review
✓ Approved
0
₹0
💳 Paid
0
₹0 received
✕ Rejected
0
Claims declined
📅 This Month
0
₹0 claimed
Team Overview
Workflow summary — teams, locations, tickets and webhooks at a glance
Sales Teams
3
Active teams
Login / Op Teams
2
Operation teams
Locations
5
Active locations
Open Tickets
2
Pending resolution
Recent Tickets
| Ticket | Team | Assigned | Status |
|---|
Recent Webhooks
| App ID | Event | Status | Time |
|---|
Sales Teams
Manage sales departments, leaders and team members
| Sales Team | Team Leader | Location | Members | Status | Actions |
|---|
Login / Operation Teams
Manage operation and login departments
| Login Team | Operation Leader | Location | Members | Status | Actions |
|---|
Locations
Branch / city locations for loan operations
| # | Location Name | Sales Teams | Login Teams | Users | Actions |
|---|
Users
User accounts, roles, locations and team assignments
| Name | User ID | Email / Login | Role | Status | Locations | Sales Team(s) | Operation Team(s) | Actions |
|---|