Loan Applications

Manage and track loan files

App ID	Applicant	Loan Type	Amount	Assigned To	Revenue	Payment	Status	Query & Remark	Sanction	Actions

1. Loan Details

Loan Type *

Loan Amount (₹) *

Tenure (months)

Purpose

Interest Type

Status * (select up to 4)

Query & Remark If filled, it appears on the dashboard as View Query & Remark

Sanction If filled, it appears under Sanction on the dashboard as View Sanction

2. Applicant Details

Full Name *

Date of Birth

Gender

Marital Status

PAN

Aadhaar

Phone *

Email

Nationality

3. Address

Current Address

City

State

Pincode

Years at current address

Permanent address same as current

Permanent Address

City

State

Pincode

4. Co-Applicant Has co-applicant

5. Employment & Income

Employment Type

Employer / Business Name

Designation

Years in current job/business

Total work experience (years)

Income Verified

Income Sources (add all applicable)

Gross Monthly Income (₹)

Net Monthly Income (₹)

TVR Upload

Telephone Verification Report — free storage (no paid Firebase Storage). Max about 1.5 MB per file (compress large PDFs/photos). Works on all office PCs after Save.

Select TVR file(s)

7. Internal Notes & Assignment

Assigned Loan Officer (Staff) *

Agent All agents in the system appear when you click this field

Branch / Location

Priority

Internal Comments / Underwriting Notes

8. Revenue & Payment (Only Admin can edit)

Agent Revenue / Commission (₹)

Payment Status

Amount Paid (₹)

Amount Due (₹)

Payment Date

Paid Via

Payment Notes

Add New Member

Full Name *

Username *

Password *

Role *

Department

Designation

Reporting Manager Who this member reports to (e.g. Branch Manager)

Default rights for this member

Only Admin grants these. You can also change rights later. Per-file share rights still apply on each loan file.

Custom roles

Add roles used when creating members. Built-in roles stay: Staff, Agent, Manager, Admin.

New role name

Full Name	Username	Role	Department	Designation	Reports To	Rights	Actions

Loan Applications

New Loan Application

Income Sources (add all applicable)

Manage Users

Loan Applications

New Loan Application

Income Sources (add all applicable)

Manage Users

Application Details

Change Password

Query & Remark

Sanctions

Edit Rights