Loan-specific workflows
Configure stages, document requirements, and questions by loan type. Home loans and auto loans can follow different journeys.
Know where a file is.
And what comes next.
Manage each case through the stages, papers, and questions that fit its loan type. See who owns the work and where progress needs attention.
Loan cases & documentsILLUSTRATIVE WORKFLOW
01File login
02Documents
03Lender & review stages
04Disbursement
05Post-disbursement & completion
A CLOSER LOOKPractical details.
Practical details.
Connected work.
List and board visibility
See the current stage, lender, amount, assigned owner, and branch. Search and filter the case workspace when you need to focus.
Document and approval review
Uploaded documents, payment or checklist entries, and disbursements can wait for review in the Approvals workspace.
Find delays earlier
See time in stage and files stuck over seven days. Review loan ageing in Reports and direct your next follow-up to the right file.
Built for the next step.
Request only the missing papers
Missing papers are pre-ticked. Share a secure, expiring upload link and the paper names on WhatsApp.
One PDF for the bank
Combine uploaded papers into a single PDF to send to the lender.
Move files with context
Must-have missing papers trigger a warning before a file moves forward. Send a customer update after a stage change.
14 loan types, adaptable to your company
Includes Project / MSME Term Loan. Each company selects its products; stages, papers, checklists, and questions vary by applicant type. A Gujarat state pack adds local papers.
Less chasing.
More disbursing.
Enquiry se disbursement tak — poora DSA office, ek software mein.
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