01
Borrower & account records
- Borrower contact and document checklist
- Account terms entered by authorised staff
- Approval references and document access rules
Finance
Loan Administration
End-to-end loan origination and Loan Management System (LMS) designed for NBFCs, micro-finance institutions, and peer lending operations. Automates borrower credit checks, Aadhaar/PAN KYC validation, loan disbursement schedules, and diminishing interest EMI calculators. Enforces timely recovery with automated NACH e-mandates, WhatsApp payment reminders, and field collection tracking.
100% CUSTOMIZABLE SYSTEM
Private Workspace + Custom Website
🔒 This preview represents your internal operational workspace (backend): The options below are solely for your team's day-to-day operations, billing, and inventory.
✨ How will your customer-facing website look? Your public website layout, branding, and customer features will be custom-crafted through direct consultation to stand out uniquely.
⚙️ Full control in your hands: Any module or field in this workspace can be added, customized, or removed as needed.
Business websiteManagement workspaceCustomer & team access
A connected system for your website, your team and your everyday work.
Explore solution preview ↗Request a business visit ↗YOUR PRIVATE MANAGEMENT WORKSPACE
Loan Administration: Internal Management Workspace
Backend Workspace
This preview represents your internal operational workspace (backend).
The options below are for your staff's daily billing, inventory, and operations. Your customer-facing public website will be custom-crafted with your brand aesthetic and layout.
💡 Any module or field in this workspace can be added, customized, or removed as needed.
Active Client Tasks
48 Open Tasks
Completed Engagements
142 Completed This Month
SLA Adherence Rate
98.4% On-Time
Client Satisfaction Score
4.9 / 5.0 Rating
Professional User Operations & Task Console
Live Workspace Demo| Task Reference ID | User Name & Organization | Project Scope & Deliverable | Assigned Specialist | Current Status & Milestone |
|---|---|---|---|---|
| #TSK-8401 | Horizon Ventures Pvt Ltd | Q3 Financial Review & Compliance Audit | Senior Financial Analyst | ✅ Audit Report Finalized; Signed by Partner |
| #TSK-8402 | Starlight Media Network | Contract Negotiation & Rights Drafting | Corporate Legal Counsel | 🟡 Draft reviewed with user; awaiting execution |
| #TSK-8403 | Pinnacle Supply Chain LLP | Enterprise ERP Workflow Setup & Training | Lead Systems Architect | ⏱️ Phase 2 User Training scheduled tomorrow 10 AM |
| #TSK-8404 | Quantum Retail Group | Tax Strategy & International Invoicing | Managing Associate | ✅ Verified & filed on statutory portal; ARN generated |
No matching sample records.
Website + operational workspace
Customer-facing pages, team access and business workflows, planned together.
Active lon phaIls
38 Loan Files in Process
mnthali lon phaIl & lyum
Home & LAP
baink peAaUt Platform Fee (DSA)
Avg 0.8%
siBill rijekshan Rate
kam: 750+ CIBIL & ale ofs prayoriti
Borrower CIBIL & Bank Submissions
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| phaIl ID | boroAr Name & City | lon Type & chahi gaEe Amount | siBill skor & Inakam | baink & lag-In Status |
|---|---|---|---|---|
| #LN-801 | pramod Kumar (Karnal) | hom lon (₹45,00,000) | CIBIL: 785 (ITR ₹8.5L) | HDFC Bank lag-In / ligal riport Oof ✅ |
| #LN-802 | Rajesh bnsal (Panipat) | lon Agenst praatti (LAP ₹80,00,000) | CIBIL: 742 (GSTR ₹1.8 Cr) | ICICI Bank & ailyuEshan & izit Aaj 🏦 |
| #LN-803 | sunil Yadav (Gurugram) | bijanes lon (₹25,00,000) | CIBIL: 720 (Bank Statement) | Axis Bank in sainkshan letar Ishyu ✅ |
| #LN-804 | Deepak Sharma (kurukshetr) | atsanal lon (₹8,00,000) | CIBIL: 760 (Salary ₹75k) | Bajaj Finserv (disabarsaint redi) ✅ |
No matching sample records.
Key Module Capabilities
- Borrower contact and document checklist
- Account terms entered by authorised staff
- Approval references and document access rules
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Is mah sainkshan phaIls
₹2.85 Crores
disabars huAa kul lon
₹2.10 Crores
bainkon from risi & d Platform Fee
₹1,68,000 Received in Bank
sab-diEsaE Infromnti & bnta
₹58,000 Paid to Connectors
Sanctions & DSA Payout Ledger
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| sainkshan nn. | boroAr & baink Name | disabarsd Amount | DSA peAaUt % & Platform Fee | Platform Fee prapti Status |
|---|---|---|---|---|
| #SNC-101 | HDFC Bank | ₹45,00,000 (Home Loan) | 0.65% peAaUt = ₹29,250 | baink from Platform Fee kredited ✅ |
| #SNC-102 | ICICI Bank | ₹80,00,000 (LAP File) | 0.90% peAaUt = ₹72,000 | disabarsaint Completed / peAaUt 15 ko ⏳ |
| #SNC-103 | Axis Bank | ₹25,00,000 (Business Loan) | 1.50% peAaUt = ₹37,500 | Platform Fee kredited Along & ith TDS ✅ |
| #SNC-104 | Bajaj Finserv | ₹8,00,000 (PL File) | 1.80% peAaUt = ₹14,400 | Platform Fee kredited ✅ |
No matching sample records.
Key Module Capabilities
- Instalment dates and agreed amounts
- Receipt allocation and outstanding balances
- Reschedule requests and approval history
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
mnthali lag-In phaIls
₹4.80 Crores (38 phaIls)
sainkshan huAa lon & lyum
₹3.40 Crores (70% kan & rted)
O & radyu EMI phalo-Ap
3 ofs (sapht rimaIndar Delivered)
DSA peAaUt Platform Fee prapt
₹2,85,000 Direct Bank Credit
EMI Follow-up & Bank DSA MIS
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| phaIl repharens | boroAr Name & lon Type | baink Name & sainkshan Amount | DSA peAaUt % & Platform Fee | rika & ri / phalo-Ap Status |
|---|---|---|---|---|
| #DSA-8401 | Home Loan | HDFC Bank (₹45,00,000) | 0.65% peAaUt = ₹29,250 | disabarsd / Platform Fee prapt ✅ |
| #DSA-8402 | LAP Commercial | ICICI Bank (₹80,00,000) | 0.90% peAaUt = ₹72,000 | disabarsaint redi (ligal Oof) ✅ |
| #DSA-8403 | Business Loan | Axis Bank (₹25,00,000) | 1.50% peAaUt = ₹37,500 | Platform Fee kredited ✅ |
| #DSA-8404 | Personal Loan | Bajaj Finserv (₹8,00,000) | 1.80% peAaUt = ₹14,400 | EMI taIm at chalu (Regular) ✅ |
No matching sample records.
Key Module Capabilities
- Due lists and responsible staff
- Contact notes and payment commitments
- Disputes and service-request tracking
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
mnthali lag-In phaIls
₹4.80 Crores (38 phaIls)
sainkshan huAa lon & lyum
₹3.40 Crores (70% kan & rted)
O & radyu EMI phalo-Ap
3 ofs (sapht rimaIndar Delivered)
DSA peAaUt Platform Fee prapt
₹2,85,000 Direct Bank Credit
EMI Follow-up & Bank DSA MIS
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| phaIl repharens | boroAr Name & lon Type | baink Name & sainkshan Amount | DSA peAaUt % & Platform Fee | rika & ri / phalo-Ap Status |
|---|---|---|---|---|
| #DSA-8401 | Home Loan | HDFC Bank (₹45,00,000) | 0.65% peAaUt = ₹29,250 | disabarsd / Platform Fee prapt ✅ |
| #DSA-8402 | LAP Commercial | ICICI Bank (₹80,00,000) | 0.90% peAaUt = ₹72,000 | disabarsaint redi (ligal Oof) ✅ |
| #DSA-8403 | Business Loan | Axis Bank (₹25,00,000) | 1.50% peAaUt = ₹37,500 | Platform Fee kredited ✅ |
| #DSA-8404 | Personal Loan | Bajaj Finserv (₹8,00,000) | 1.80% peAaUt = ₹14,400 | EMI taIm at chalu (Regular) ✅ |
No matching sample records.
Key Module Capabilities
- Account statements and ageing summaries
- Collection reconciliation and exception review
- Access controls and approved corrections
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Web Visits Today
482 Visitors
Direct WhatsApp Inquiries
18 Direct WhatsApp Clicks
Qualified Web Leads
8 Qualified Inquiries
Average Response Time
3 Minutes Avg
Website Inquiries, SEO Content & WhatsApp Leads
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Lead ID & Timestamp | Customer Name & City | Contact Number | Requested Service / Product | Lead Status & Action |
|---|---|---|---|---|
| #LD-8401 (10:15 AM) | Amit Bansal (Hisar) | +91-98120-XXXXX | Service quotation & product brochure download | Call Completed / Quotation Sent ✅ |
| #LD-8402 (11:30 AM) | Sunita Rani (Panipat) | +91-99921-XXXXX | Pricing inquiry via WhatsApp Web | Catalog & pricing shared on WhatsApp ✅ |
| #LD-8403 (12:45 PM) | Rajesh Verma (Karnal) | +91-94160-XXXXX | In-person consultation appointment request | Meeting Scheduled for Tomorrow 11:00 AM 🗓️ |
| #LD-8404 (01:20 PM) | Deepak Goyal (Rohtak) | +91-98962-XXXXX | Bulk order institutional discount query | Assigned to Enterprise Sales Manager 📞 |
No matching sample records.
Key Module Capabilities
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Active System Users
8 Staff Members
Owner / Admin Access
2 Owners (Full Administrative Control)
Manager & Accountant Roles
3 Accounts / Billing Managers
Front-Desk & Counter Staff
3 Restricted POS Operators
User Roles, Access Controls & Approval Permissions
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| User Name & Designation | Login Mobile / Email | Assigned Role & Permissions | Discount / Credit Approval Limit | Last Login Activity |
|---|---|---|---|---|
| Naresh Gupta (Managing Director) | [email protected] | Super Administrator (Full Rights & Audit Logs) | Unlimited (Full Approval Authority) | Currently Active 🟢 |
| Amit Sharma (General Manager) | [email protected] | Branch Manager (View, Edit & Approvals) | Up to ₹50,000 Discount / Credit Approved | Today 8:45 AM |
| Swati Jain (Senior Accountant) | [email protected] | Billing & Financial Ledger Master | Invoicing, Challans & Tax Compliance Reports | Today 9:00 AM |
| Rahul Kumar (Counter Cashier) | [email protected] | Cash POS & Sales Order Punching | POS Terminal Only (Back-date & Deletion Locked) | Today 9:15 AM |
No matching sample records.
Key Module Capabilities
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Daily Sales / Turnover
₹1,84,500
Estimated Gross Profit Margin
18.4% Gross Margin
Bank & Cash Collections Today
₹1,42,000
30+ Days Outstanding Receivables
₹3.80 Lakhs (Controlled)
Executive Dashboard, Profitability MIS & Business Reports
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Financial Metric / KPI | Today's Performance | Month-to-Date (MTD) | Previous Year Same Month (YoY) | Trend & Health Status |
|---|---|---|---|---|
| Total Gross Revenue & Billing | ₹1,84,500 | ₹38,40,000 | ₹31,20,000 (+23% YoY Growth) | Strong Growth Trend 📈 |
| Cash Counter & UPI Instant Settlements | ₹92,500 | ₹22,10,000 | ₹16,40,000 | Cash Flow Positive ✅ |
| Bank RTGS & Cheque Realizations | ₹49,500 | ₹12,40,000 | ₹11,10,000 | Timely Clearance Verified ✅ |
| Operating Overheads (Salaries, Fuel, Utilities) | ₹8,200 | ₹4,10,000 | ₹3,90,000 | Strictly Within Budget 🎯 |
No matching sample records.
Key Module Capabilities
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Tally / Excel Data Import
100% Complete (4,200 Masters)
Staff Training Sessions
3 Sessions Completed (Hands-on training)
Daily Auto Cloud Backup
Active (Encrypted nightly at 2:00 AM)
Dedicated WhatsApp Support
Assigned (10 AM - 8 PM Live Support)
Setup, Tally Migration & Ongoing Care
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Milestone / Setup Task | Scope & Deliverables | Technical Lead | Completion Date | Sign-Off Status |
|---|---|---|---|---|
| Legacy Ledger & Party Masters Import | 850 Accounts imported from Tally Prime XML | Senior Data Engineer | Completed Day 01 | Client Verified ✅ |
| Item Master & Barcode Mapping | 3,400 Products with GST rates & MRP cataloged | Data Migration Specialist | Completed Day 02 | Inventory Reconciled ✅ |
| Billing Counter & Mobile App Training | Hands-on training for cashiers & sales staff | On-Site Training Lead | Completed Day 03 | Staff Tested & Certified ✅ |
| Receipt Printer & Barcode Scanner Setup | Sync with TVS / Epson thermal printers & scanners | Hardware Systems Engineer | Completed Day 03 | Sub-second Print Verified ✅ |
No matching sample records.
Key Module Capabilities
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
A proposed solution walkthrough, not a running user system. Final modules, integrations and delivery are confirmed in your written scope. Payment, SMS, WhatsApp, courier and other third-party services require their own provider access and charges.
🔥 THE REALITY OF SELLING ONLINE
Selling on Instagram or WhatsApp? — Why You Need Your Own Website & System:
Instagram reels generate curiosity, but real scale and repeat orders happen on a trusted, branded e-commerce storefront.
🚀
What Happens When a Reel Goes Viral? Process 500+ Orders
When a viral video triggers 500 orders overnight, manual WhatsApp messaging collapses. A website captures addresses and payments automatically.
🛡️
10x Trust Over Anonymous QR Codes & Bank Transfers
Shoppers hesitate to scan unknown QR codes in DMs. A secure, professional checkout builds immense brand trust.
🔄
Unified Inventory: Counter Shop & Online Store in Sync
Sold the last piece at your physical counter? The online store instantly marks it out of stock, preventing embarrassing order cancellations.
📦
Automated Courier Tracking & Instant WhatsApp Updates
Connect Shiprocket/Delhivery with auto-generated labels, live parcel tracking, and proactive WhatsApp delivery updates.
Want a custom-crafted system for your business operations?
We consult directly with your team to map your exact workflow. Zero Advance Policy — pay only after reviewing working software!
Prefer to talk online? Google Meet is available in every location, even where a partner is present. Book an appointment; our team will confirm online or offline arrangements with you.
FROM YOUR WEBSITE TO YOUR DAILY WORK
Explore every module.
02
Repayment schedules
- Instalment dates and agreed amounts
- Receipt allocation and outstanding balances
- Reschedule requests and approval history
03
Collection follow-ups
- Due lists and responsible staff
- Contact notes and payment commitments
- Disputes and service-request tracking
04
Administrative reports
- Account statements and ageing summaries
- Collection reconciliation and exception review
- Access controls and approved corrections
05
Website, content & enquiry forms
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
06
Accounts, roles & approvals
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
07
Owner reports & business visibility
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
08
Setup, training & ongoing care
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
A connected solution, scoped for your business.
We agree which website, management, user and team modules you need, map your current work, then plan configuration, training and support. These are proposed capabilities, not a claim that every imported project already contains them.
Your core workflows
Borrower Loan Application, CIBIL Scoring & Document KYC DeskUnderwriting Review, Collateral Valuation & Loan Sanction LetterDisbursement Workflow & Diminishing / Flat EMI Schedule GenerationAutomated NACH / e-Mandate EMI Presentation & Bounce Penalty LoggingDelinquency Bucket Tracking (SMA 0/1/2, NPA) & Field Recovery Allocation
UNDERSTAND BEFORE WE BUILD
A conversation about
your everyday work.
How do you track delinquent loan accounts and manage escalating recovery stages (SMA-0 to NPA)?
Are your EMI schedules, late fee penalties, and NACH bounce charges calculated automatically?
Can your field collection agents record door-to-door loan collections with instant digital receipts on mobile?
From discovery to a working system
- Request a preferred visit date and share your business address.
- Our team confirms partner availability and the appointment.
- Your partner maps the current workflow and your priorities.
- We agree on scope, build the solution and coordinate training and support.
A request is not a confirmed visit. Availability, scope and timelines are agreed with you first. No local office is implied.
Let's plan your solution ↗