Dashboard
Loan portfolio · sanction · disbursement · collections
Finance portfolio at a glance
Applications, sanctioned finance, collections and risk — in one place.
Collection Queue
Due and overdue instalments
Quick Actions
Customers
Finance Applications
Loans
Repayment Schedule
Collections
Arrears & Overdue
Collection follow-up queue
Government & Financial KYC Verification
Only returned provider results or documented admin review can change a verification state.
Aadhaar / Identity
Authorised Aadhaar/identity verification route with customer consent.
PAN Verification
Income Tax PAN verification through an authorised verification provider.
DigiLocker
Authorised requester flow with customer consent and issuer-authenticated documents.
Bank Account
Account validation and name/IFSC match through an authorised provider.
Customer KYC Queue
Identity, PAN, bank, documents and consent verification status
| Customer | ID | Checks | Overall | Match | Action |
|---|---|---|---|---|---|
| No customers yet. | |||||
Customer KYC Details
Review submitted information and document references
Documents & KYC Files
Customer KYC files, agreements and finance documents — Admin can upload, review and verify.
Guarantors / Co-borrowers
Keep guarantor obligations separate from ordinary family references
Disbursement
Only approved/ready loans should be released
Loan Statement
Schedule + complete payment history
Daily Collection
Receipt-level daily report
Full Payment History
Every payment received from every customer
Full Loan History
All customers, loans, amounts and outstanding
All Members + Loan Details
One PDF with every customer, every loan, EMI schedule and payment history
Outstanding Portfolio
Active loan exposure
Legal Loan Documents
Agreement, KFS, disbursement, prepayment and closure NOC
Backup
Standalone JSON backup
Finance Product Settings
Admin defaults for new finance accounts. Existing loans keep their saved values.
This seal is automatically added as a low-opacity watermark to every PDF page. You can also upload your own seal below.
Business details are global: Enter Licence Number, Contact Number and Address here only once. New Finance screens will show them automatically; every receipt and PDF will use the saved values.
Signature & seal: Upload the Admin authorized signature once. A computer-generated SS FINANCE seal is included automatically and is printed as a subtle watermark on every PDF page. An optional custom seal can replace it.
Document / processing charge rule: The amount is saved to the individual loan, disclosed before disbursement, collected separately and never added to principal/EMI/outstanding. It must be legally applicable and correctly classified under the pricing disclosure requirements. Changing the default later does not change existing loans.