customer loan origination system - part 2 (web)
TRANSCRIPT
CUSTOMER LOAN ORIGINATION SYSTEM
PART 2 (WEB MODULE)
HUNTERLead Generation
High/Medium/Low leads
HUNTERLAF filling
KYC docs/SoA/DGHPersonal Ref Check
GATHERERFinancial Appraisal
Factory 1 & Factory 2 visit(mandatory if the business place is
rented)
BM/ABM100% Business validation & Personal
InterviewHouse-hold Visit
Buyer/Supplier Ref Check
BM/ABMCheck LAF/Ensure Zero
ErrorsAttach ChecklistCourier to OPS
If file has errors the same will be pushed back to branch as a
Branch Rework Case
SANCTION DISBURSEMENTLUC
Within 45 days of loan disbursement
LVRWith in 30 days 1st Qtr
Once every Qtr
Sales Process - Comprehensive
Branch
Loan Advisors
Gatherer
TAT
Files Funnel
Month Logins Credit Sanctioned Rejected cancelled Disbursed
Month: 2016 5 7 9 6 3 8
Month: 2016 4 8 2 3 1 5
Month: 2016 12 5 1 11 4 7
Month: 2016 6 7 0 1 4 8
Month: 2016 4 8 2 3 1 5
Month: 2016 12 5 1 11 4 7
Month: 2016 6 7 0 1 4 1
Month: 2016 4 8 2 3 1 0
Month: 2016 12 5 1 11 4 2
Month: 2016 6 7 0 1 4 1
Web Application: Branch Manager
PERFORMANCE TASKS APPLICATIONS
All Time: Dec 2014 – July 2015
0
5
10
15
20
Ops 2Credit 3
Sanction 5
Rejected 15Cancelled 17
Disbursed 5
Cancelled
Option to sort in Ascending/Descending order
By default the graph will show the monthly data. Though it can be customized in formats:• Today• Last Week• Last Month• Custom: -Last x days -From Date, To Date• All Time
Branch
Loan Advisors
Gatherer
TAT
Files Funnel
PERFORMANCE TASKS APPLICATIONS
LA 1 LA 2 LA 3 LA 4 LA 5 LA 6 LA 7 LA 80
5
10
15
20
25
At Gatherer Logins Delined by branch Sanctioned Rework RejectedDisbursed Cancelled
LoginsSanctionedRejectedDisbursedCancelled
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Option to sort in Ascending/Descending order
LA Name Qualified Leads
At Gatherer Logins Declined
by Branch Sanctioned Rework Rejected Disbursed Cancelled
Lorem ipsum 2 8 5 9 7 9 9 6 3
Lorem ipsum 1 5 4 2 8 2 2 3 1
Lorem ipsum 0 7 12 1 5 8 1 11 4
Lorem ipsum 2 8 6 0 7 2 0 1 4
Lorem ipsum 2 8 4 2 8 1 2 3 1
Lorem ipsum 1 5 12 1 5 0 1 11 4
Lorem ipsum 0 7 6 0 7 5 2 1 4
Lorem ipsum 11 8 4 2 8 7 2 3 1
Lorem ipsum 1 5 12 1 5 1 1 11 4
Lorem ipsum 3 7 6 0 7 0 0 1 4
Branch
Loan Advisors
Gatherer
TAT
Files Funnel
PERFORMANCE TASKS APPLICATIONS
Gatherer 1 Gatherer 202468
10121416
At Gatherer Logins Delined by branch Sanctioned Rework RejectedDisbursed Cancelled
LoginsSanctionedRejectedDisbursedCancelled
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Gatherer LAF Originated
At Branch manager
Declined by Branch Sanctioned Rework Rejected Disbursed Cancelled
Gatherer 1 2 8 9 7 9 9 6 3
Gatherer 2 1 5 2 8 2 2 3 1
Branch
Loan Advisors
Gatherer
TAT
Files Funnel
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Application ID Hunter Gatherer Branch CreditEnd to
End Sanction
Disbursement Overall
Month: 2016 5 7 9 6 3 8 8
Month: 2016 4 8 2 3 1 5 5
Month: 2016 12 5 1 11 4 7 7
Month: 2016 6 7 0 1 4 8 8
Month: 2016 4 8 2 3 1 5 3
Month: 2016 12 5 1 11 4 7 11
Month: 2016 6 7 0 1 4 1 1
Month: 2016 4 8 2 3 1 0 3
Month: 2016 12 5 1 11 4 2 11
Month: 2016 6 7 0 1 4 1 25
Branch
Loan Advisors
Gatherer
TAT
Files Funnel
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Files Originated Files Gathered Branch Decline Credit Decline Cancelled
5 5 7 9 6
7 4 8 2 3
8 12 5 1 11
5 6 7 0 1
7 4 8 2 3
2 12 5 1 11
1 6 7 0 1
0 4 8 2 3
2 12 5 1 11
1 6 7 0 1
Originated Gathered Branch Decline
Credit Decline
Cancelled ( post Sanc)
Disbursed0
2000
4000
6000
8000
10000
12000Branch Customer Files Funnel
By Loan Advisor By Gatherer
Application Id LA Name Customer Name Sent to Status
1099889990 Lorem ipsum Dolor Sit Amet Hunter, Gatherer Hunter, Gatherer
1099889991 Lorem ipsum Dolor Sit Amet Hunter BM re-entry
1099889992 Lorem ipsum Dolor Sit Amet Gatherer BM re-entry
1099889993 Lorem ipsum Dolor Sit Amet Hunter Hunter
1099889994 Lorem ipsum Dolor Sit Amet Gatherer Gatherer
1099889995 Lorem ipsum Dolor Sit Amet BM Branch Rework
1099889996 Lorem ipsum Dolor Sit Amet BM Branch Rework
1099889997 Lorem ipsum Dolor Sit Amet BM Branch Rework
1099889999 Lorem ipsum Dolor Sit Amet BM Branch Rework
1099890000 Lorem ipsum Dolor Sit Amet BM Branch Rework
Rework
LUC/LRV
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Filter:HunterGathererBM
Filter:HunterGathererBMBM re-entry
REWORK0123456
Received/Outstanding Resolved
Also can we show here cases awaiting deviation & waiver signoffs
Rework
LUC/LRV
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
Application ID Disbursed Date LUC Status LRV Status
1099889990 dd/mm/yyyy dd/mm/yyyy dd/mm/yyyy
1099889991 dd/mm/yyyy Completed dd/mm/yyyy
1099889992 dd/mm/yyyy Overdue x Days Completed
1099889993 dd/mm/yyyy Overdue y Days Overdue x Days
1099889994 dd/mm/yyyy Completed Overdue y Days
1099889995 dd/mm/yyyy Completed Completed
1099889996 dd/mm/yyyy Completed Completed
1099889997 dd/mm/yyyy dd/mm/yyyy Completed
1099889998 dd/mm/yyyy dd/mm/yyyy dd/mm/yyyy
1099889999 dd/mm/yyyy dd/mm/yyyy dd/mm/yyyy
LUC LRV02468
10121416
To be happened Happened
Filter:CompletedOverdue 0 – 30 daysOverdue over 30 days
All
Received
Sanctioned
Disbursed
Application Id LA Name Customer Name Stage Product Loan Amount
1099889990 Lorem ipsum Dolor Sit Amet Hunter Hypothecation #######.##
1099889991 Lorem ipsum Dolor Sit Amet Gatherer Mortgage #######.##
1099889992 Lorem ipsum Dolor Sit Amet Credit Quazi Mortgage #######.##
1099889993 Lorem ipsum Dolor Sit Amet Branch Rework Add On #######.##
1099889994 Lorem ipsum Dolor Sit Amet D1 #######.##
1099889995 Lorem ipsum Dolor Sit Amet D2 #######.##
1099889996 Lorem ipsum Dolor Sit Amet D3 #######.##
1099889997 Lorem ipsum Dolor Sit Amet D4 #######.##
1099889999 Lorem ipsum Dolor Sit Amet #######.##
1099890000 Lorem ipsum Dolor Sit Amet #######.##
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
0
5
10
15
20
25
30
Filter:HunterGathererOperationsBranch ManagerCreditD1D2D3D4Branch Rework
Clicking on Application Id nos. navigates to particular Application Details Section
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Filter:MortgageQuazi MortgageHypothecationAddon
Home > Applications > All
Application id Search
Application Id Customer Name Product Nature D Level Loan Amount
1099889990 Dolor Sit Amet Hypothecation Normal Normal #######.##
1099889991 Dolor Sit Amet Mortgage Waivers Rec. Waivers Rec. #######.##
1099889992 Dolor Sit Amet Quazi Mortgage Waivers Out. Waivers Out. #######.##
1099889993 Dolor Sit Amet Add On Has Deviation Has Deviation #######.##
1099889994 Dolor Sit Amet #######.##
1099889995 Dolor Sit Amet #######.##
1099889996 Dolor Sit Amet #######.##
1099889997 Dolor Sit Amet #######.##
1099889999 Dolor Sit Amet #######.##
1099890000 Dolor Sit Amet #######.##
All
Received
Sanctioned
Disbursed
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
0
5
10
15
20
25
30
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Filter:NormalWaivers Rec.Waivers Out.Has Deviation
Home > Applications > Received > Waivers Received
Application id Search
Filter:Branch ManagerCredit Level 2Credit Level 1Product Manager
Filter:MortgageQuazi MortgageHypothecationAddon
Application Id LA Name Customer Name Sanction Amount Sanction Date Prepare/Status
1099889990 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Prepare Sn. Letter
1099889991 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Prepare Disb. Kit
1099889992 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Customer signed
1099889993 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Sn. conditions met
1099889994 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Disbursed
1099889995 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy Collateral docs sent to ops
1099889996 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy
1099889997 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy
1099889999 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy
1099890000 Lorem ipsum Dolor Sit Amet #######.## dd/mm/yyyy
All
Received
Sanctioned
Disbursed
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
0
5
10
15
20
25
30
First Page, 5, 6, 7, 8, 9, 10, 11…… Last PageSystem would generate and print pdf document for Sanction Letter and Disbursement Kit.Both Sanction Letter and Disbursement Kit are preformatted documents (with some blank fields which would be called up from Application Details and would be unique for each Applications) integrated already into the system.
Application id Search
Application Id LA Name Customer Name Disbursement Date TAT (days) Docs Status
1099889990 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 12 Collateral Docs Recovered
1099889991 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 22 Docs sent to ops
1099889992 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 36
1099889993 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 40
1099889994 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 11
1099889995 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 19
1099889996 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 16
1099889997 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 35
1099889999 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 26
1099890000 Lorem ipsum Dolor Sit Amet dd/mm/yyyy 31
All
Received
Sanctioned
Disbursed
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
All Time: Dec 2014 – July 2015
0
5
10
15
20
25
30
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Category Field Error/Query Description
Category 1 Error Error Lorem Ipsum dolor sit amet
Category 2 Query Query Lorem Ipsum dolor sit amet
Category 3 Error Error Lorem Ipsum dolor sit amet
PERSONAL INFORMATIONName : LOREM IPSUM Alias : LOREM
Gender : MALE/FEMALE Marital Status : SINGLE/MARRIED
DOB : DD/MM/YYYY Age : ##
Insurance (Y/N) : YES/NO (GCPP/GTL) Standard Age Proof :
Father's name : LOREM IPSUM DOLOR Spouse name : LOREM IPSUM
Education : JALFLAJLFJASFD Category : SC/ST/GEN/OBC
Children : 3 other Dependents: 2
Mobile 1 : 98263565655 Mobile 2 : 98263565655
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Profile > Applicant > Personal Information || Address || KYC/Docs
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
To add a note:
Parameters Input Format
CATEGORY Dropdown list of categories to choose from
FIELD Dropdown list of all the fields in the page
TYPE Dropdown to select from: Error/Query
DESCRIPTION Input box accepting characters.
The notepad will be present at the bottom of each screen to add notes
PERSONAL INFORMATIONName : LOREM IPSUM Alias : LOREM
Gender : MALE/FEMALE Marital Status : SINGLE/MARRIED
DOB : DD/MM/YYYY Age : ##
Insurance (Y/N) : YES/NO (GCPP/GTL) Standard Age Proof :
Father's name : LOREM IPSUM DOLOR Spouse name : LOREM IPSUM
Education : JALFLAJLFJASFD Category : SC/ST/GEN/OBC
Children : 3 other Dependents: 2
Mobile 1 : 98263565655 Mobile 2 : 98263565655
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With WaiversDays since customer signed: ##Days in current Stage: ##Days in current Level: ##
1099889990 > Profile > Applicant > Personal Information || Address || KYC/Docs
Applicant
Co-Applicant
Personal Information
Address
KYC/Docs
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
ADDRESSCURRENT ADDRESS
Current Address :
City : Lorem Ipsum State : Dolor Sit
Pin code : 000000 Residence Type : (Owned/Ancestral)
Market Value : ########
Relationship with Applicant : (Self/Mother/Father)
PERMANENT ADDRESS(Same as Above; wherever applicable) otherwise…Address :
City : Lorem Ipsum State : Dolor Sit
Pin Code : 000000 Year of Stay : ##
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
1099889990 > Profile > Applicant > Address || Personal Information || KYC/Docs
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Applicant
Co-Applicant
Personal Information
Address
KYC/Docs
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
ADDRESSCURRENT ADDRESS
Current Address :
City : Lorem Ipsum State : Dolor Sit
Pin code : 000000 Residence Type : (Rented)
Market Value : ########
Landlord’s Name : Lorem Ipsum Dolor Landlord’s Number : Lorem Ipsum
Click for Rent Agreement
PERMANENT ADDRESS (Same as Above; wherever applicable) otherwise…Address :
City : Lorem Ipsum State : Dolor Sit
Pin Code : 000000 Year of Stay : ##
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
1099889990 > Profile > Applicant > Address || Personal Information || KYC/Docs
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
1099889990 > Profile > Applicant > KYC/Docs || Personal Information || Address
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
KYC/Docs
PAN : ALYPV1883D Click to view the snapshot of PAN Card
VID : 313131313131 Click to view the snapshot of VOTER ID CARD
UID : 654765896524125 Click to view the snapshot of AADHAR CARD
Driving License : 6546765456ASFAF65465464 Click to view the snapshot of DRIVING LICENSE
Ration Card : AJJFSLADF4555A4S5AS5DF Click to view the snapshot of RATION CARD
Passport : ASFDASDF88686SF86686 Click to view the snapshot of PASSPORT
Others : (SFLSJF) LSJLKSADJ23233434 Click to view the snapshot
Click here to view Docs Library
Applicant
Co-Applicant
Personal Information
Address
KYC/Docs
Active LoansLoan Type Lender Name Sanctioned Amount EMI Balance (OSP) Debt Consolidation
Vehicle Lorem ipsum ##### ##### ##### Yes/No
Personal Lorem ipsum ##### ##### ##### Yes/No
Business, etc. Lorem ipsum ##### ##### ##### Yes/No
Credit Bureau Summary - Applicant/Co-ApplicantEntity Availability Action
Applicant :Retail Y/N
Dropdown to select from: HIT (+ve)HIT (-ve)HIT (Error)NO-HIT (No-Match)NO-HIT (Error)
Web Report/ PDF
MFI Y/N Web Report/ PDF
Co-applicant 1 :Retail Y/N Web Report/ PDF
MFI Y/N Web Report/ PDF
Co-applicant 2 :Retail Y/N Web Report/ PDF
MFI Y/N Web Report/ PDF
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Credit Bureau
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Parameters Input Format1. LENDER NAME Input box accepting characters
2. LOAN TYPE Dropdown to select from:
3. MONTHLY INSTALLMENT
Input box accepting numbers4. SANCTIONED AMOUNT
5. BALANCE (OSP)
6. DEBT CONSOLIDATION Dropdown: Yes/No
References DetailsPersonal
Questions Response1. NAME OF CONTACT PERSON
2. TEL/MOBILE NO.
3. ADDRESS
5. RELATIONSHIP WITH THE CLIENT
6. ANY BIZ RELATIONSHIP WITH CLIENT
7. TYPE OF BUSINESS IS THE CLIENT INVOLVED IN
8. HOW LONG THE APPLICANT BEEN IN BIZ.
9. HAVE YOU EVER VISITED THE BUSINESS PLACE OF THE APPLICANT
10. COULD YOU PLEASE CONFIRM THE LOCATION
11. IS THE BUSINES PREMISE OWNED OR RENTED BY THE CLIENT
12. ARE YOU AWARE OF ANY LOANS TAKEN BY THE APPLICANT FOR THEIR BUSINESS
13. ACCORDING TO YOU, HOW IS THE BUSINESS PERFORMING
14. ANY OTHER COMMENT
Buyer
References SummaryReference Type Availability Assessment Personal Yes/No (VG/ G/ A/ P )Buyer Yes/No (VG/ G/ A/ P )Supplier Yes/No (VG/ G/ A/ P )Factory - 1 Yes/No (VG/ G/ A/ P )Factory - 2 Yes/No (VG/ G/ A/ P )
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > References
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
References Details Continued…Personal Buyer
Questions Response1. NAME OF CONTACT PERSON Editable by BM
2. TEL/MOBILE NO. Editable by BM
3. BUSINESS ADDRESS Editable by BM
4. INDUSTRY Editable by BM
5. RELATIONSHIP WITH THE CLIENT Editable by BM
6. PRODUCT/SERVICE DO YOU PROVIDE TO CLIENT Editable by BM
7. HOW LONG HAVE YOU BEEN PROVIDING THESE PRODUCTS/SERVICES TO CLIENT Editable by BM
8. HOW MUCH AMT. PER MONTH Editable by BM
9. HOW DOES CLIENT PAY Editable by BM
10. IF GIVEN CREDIT, HOW OFTEN DOES CLIENT PAY on time Editable by BM
11. IF NOT GIVEN CREDIT, WHAT IS THE REASON Editable by BM
12. IF THE CLIENT ASKED YOU TO LEND HIM MONEY, WOULD YOU DO SO Editable by BM
13. ACCORDING TO YOU, HOW IS THE BUSINESS PERFORMING Editable by BM
SupplierFactory – 1Factory – 2 Property Visit Report
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > References
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Will be available only in BM under Buyer, Supplier and Property visit report section.And is there to save the data entered by BM.
Property Visit Report
Questions Response1. NAME OF CONTACT PERSON Editable by BM
2. TEL/MOBILE NO. Editable by BM
3. BUSINESS ADDRESS Editable by BM
4. INDUSTRY Editable by BM
5. RELATIONSHIP WITH THE CLIENT Editable by BM
6. PRODUCT/SERVICE DO YOU PROVIDE TO CLIENT Editable by BM
7. HOW LONG HAVE YOU BEEN PROVIDING THESE PRODUCTS/SERVICES TO CLIENT Editable by BM
8. HOW MUCH AMT. PER MONTH Editable by BM
9. HOW DOES CLIENT PAY Editable by BM
10. IF GIVEN CREDIT, HOW OFTEN DOES CLIENT PAY on time Editable by BM
11. IF NOT GIVEN CREDIT, WHAT IS THE REASON Editable by BM
12. IF THE CLIENT ASKED YOU TO LEND HIM MONEY, WOULD YOU DO SO Editable by BM
13. ACCORDING TO YOU, HOW IS THE BUSINESS PERFORMING Editable by BM
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > References
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
CO - APPLICANTBank - 1
Account Age : ## years Account Type : SA/CA
Bank Name : Lorem Ipsum Branch Name : Lorem Ipsum
IFSC Code : ########### Disbursement Account : Yes/No
Account Holder’s Name : Lorem Ipsum Dolor Account Number : ###########
Click for Bank Statement
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Banking
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
APPLICANTBank - 1
Account Age : ## years Account Type : SA/CA
Bank Name : Lorem Ipsum Branch Name : Lorem Ipsum
IFSC Code : ########### Disbursement Account : Yes/No
Account Holder’s Name : Lorem Ipsum Dolor Account Number : ###########
Fee Cheque Number : ###### Cheque clearing status : clear/1st bounce/2nd bounce
Click for Bank StatementIdentifies that the application fee cheque if of this account
CO - APPLICANTBank - 1
Account Age : ## years Account Type : SA/CA
Bank Name : Lorem Ipsum Branch Name : Lorem Ipsum
IFSC Code : ########### Disbursement Account : Yes/No
Account Holder’s Name : Lorem Ipsum Dolor Account Number : ###########
Click for Bank Statement
Whatever status the Operations department set, will be displayed here.
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Business > Profile || Financial Data || Financial Statement
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
PROFILEName of the firm : Lorem ipsum Type of business : Dolor Sit
No. of employees : ## Stay at current biz premise : Dolor Sit
Employees present at appraisal : ## Size of biz premise : #### Sq.Ft.
ADDRESSCurrent Address :
City : Lorem Ipsum State : Dolor Sit
Pin code : 000000 Residence Type : (Owned/Ancestral)
Market Value : ######## Residence Type : (Rented)
Relationship with Applicant : (Self/Mother/Father)
Landlord’s Name : Lorem Ipsum Dolor Landlord’s Number : Lorem Ipsum
Click for Rent Agreement
Profile
Financial Data
Financial Statements
BUSINESS INFORMATION
Industry Type : Lorem Ipsum Industry Name : Dolor Sit
Constitution : 000000 No. of Employees : (Owned/Ancestral)
Started by : ######## Business Experiennce : (Rented)
ITR filed :
Business Registration Details:
MSME No. : Lorem Ipsum Sales Tax No. :
Service Tax No. : VAT No. :
Business PAN Card No. : Other:
13 WEEK DATASales/Purchase/Wages (Units) Sales/Purchase/Wage (Amount)
Week 1 ######## ########
Week 2 ######## ########
Week 3 ######## ########
Day 15 ######## ########
Day 16 ######## ########
Day 17 ######## ########
Day 18 ######## ########
Day 19 ######## ########
Day 20 ######## ########
Day 21 ######## ########
Week 4 ######## ########
Week 5 ######## ########
SEASONALITYJan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Good
Regular
Bad
Income EstimationMethod 1 Method 2 ITR
Sales : ITR
Purchase : ITR
Gross Income : Profit
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Business > Financial Data || Profile || Financial Statements
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Profile
Financial Data
Financial Statements
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Business > Financial Data || Profile || Financial Statements
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
13 WEEK DATA CONTINUED…Sales/Purchase/Wages (Units) Sales/Purchase/Wage (Amount)
Week 6 ######## ########
Week 7 ######## ########
Week 8 ######## ########
Week 9 ######## ########
Week 10 ######## ########
Week 11 ######## ########
Week 12 ######## ########
Week 13 ######## ########
Total ######## ########Period ##
Monthly Sales Total/Period Total/Period
RATIOSIDIR (INSTALMENT TO DISPOSABLE INCOME RATIO) ######IIR (INSTALMENT TO INCOME RATIO) ######FOIR (INSTALMENT TO INCOME & OBLIGATIONS RATIO) [(22+24)/(18A+19)] ######INVENTORY TURNOVER (IN NO. OF DAYS) ######INVENTORY TURNOVER (WITH MULTIPLIER) ######DEBT TO EQUITY OR DE RATIO (B/S) PRIOR TO PROPOSED LOAN ######INDEBTEDNESS DEBT TO EQUITY WITH PROPOSED LOAN ######CURRENT RATIO ######GROSS MARGIN % ######NET MARGIN % ######EXPENSE TO SALES RATIO ######RETURN ON BUSINESS ASSET (ROA) ######RETURN ON BUSINESS ASSET (ROA) (WITH MULTIPLIER) ######
FINANCIAL SUMMARYINCOME & EXPENSE STATEMENT NETWORTH STATEMENT
GROSS INCOME ###### TOTAL CURRENT ASSETS ######
TOTAL OPERATING EXPENSES ###### TOTAL FIXED ASSETS ######
TOTAL BUSINESS INCOME ###### TOTAL BUSINESS ASSETS ######
TOTAL HOUSEHOLD INCOME ###### TOTAL LIABILITIES ######
TOTAL HOUSEHOLD EXPENSES ###### TOTAL BUSINESS EQUITY ######
NET INCOME ###### NET HOUSEHOLD ASSETS ######
TOTAL FIXED OBLIGATIONS ###### TOTAL PERSONAL LOANS ######
NET DISPOSABLE INCOME ###### NET HOUSEHOLD WORTH ######
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Business > Financial Statements || Financial Data || Profile
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Profile
Financial Data
Financial Statements
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
FINANCIAL SUMMARY (EXPANDED ACCORDIONS VIEW)INCOME & EXPENSE STATEMENT NETWORTH STATEMENT
GROSS INCOME ###### TOTAL CURRENT ASSETS ######TOTAL OPERATING EXPENSES ###### TOTAL LIQUID ASSETS ######
SALARIES ###### CASH ######RENT ###### CASH IN HAND ######ELECTRICITY & WATER ###### CASH IN BANK ######STAFF WELFARE ###### SAVINGS OR CHITS ######TRANSPORT ###### CHITS 1 ######MISC EXPENSES ###### CHITS 1 ######
TOTAL BUSINESS INCOME ###### DEPOSITS ######TOTAL HOUSEHOLD INCOME ###### DEPOSIT 1 ######
SALARY - SPOUSE ###### DEPOSIT 2 ######SALARY - CHILDREN ######
SALARY - OTHER ###### RECEIVABLES ######
RENTAL INCOME ###### BUYER 1 ######OTHER HOUSEHOLD INCOME ###### BUYER 2 ######
TOTAL HOUSEHOLD EXPENSE ###### PAYMENT MADE IN ADVANCE ######FOOD ###### INVENTORY ######RENT ###### RAW MATERIAL ######WATER/ELECTRICITY ###### SEMI FINISHED GOODS ######TELEPHONE ###### FINISHED GOODS ######TRANSPORT ###### FIXED ASSETS ######EDUCATION ###### LAND & BUILDING ######MEDICAL EXPENSES ###### MACHINERY & EQUIPMENTS ######ASSISTANCE TO FAMILY MEMBERS ###### VEHICLES ######ENTERTAINMENT ###### FURNITURE & FIXTURES ######MISC/OTHER ###### TOTAL BUSINESS ASSETS ######
NET INCOME ###### TOTAL LIABILITIES ######TOTAL FIXED OBLIGATIONS ###### TOTAL ACCOUNT PAYABLES ######
PAYMENTS OF DEBTS ###### SUPPLIER 1 ######SAVINGS/COMMITEES/CHITS ###### SUPPLIER 2 ######INSURANCE PREMIUMS AMT. ###### TOTAL BUSINESS DEBTS ######
NET DISPOSABLE INCOME ###### DEBT 1 ######DEBT 2 ######
TOTAL ADVANCE TAKEN ######TOTAL BUSINESS EQUITY ######TOTAL BUSINESS EQUITY ######NET HOUSEHOLD ASSETS ######TOTAL PERSONAL LOANS ######NET HOUSEHOLD WORTH ######
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Parameters Input Format
NAME Input box accepting characters
VALUE Input box accepting numbers
HISTORY
TIMELINEDate Field
##/##/### Hunter -> Gatherer
##/##/### Gatherer -> BM
##/##/### BM -> OPS
TAT by StageStage Time
Hunter #### Days ##:## Hours
Gatherer #### Days ##:## Hours
Branch manager #### Days ##:## Hours
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > History
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
HUNTER GATHERER BRANCH MGR. OPERATIONS L4 L3 L2 L1
Date 1 (00:00 am) Initiation
Date 2 (00:00 am) Hunter level done Entry at Gatherer
Date 3 (00:00 am) Issue at hunter level Issue noticed at hunter
Date 4 (00:00 am) Hunter Issue Solved Re-entry at Gatherer
Date 5 (00:00 am) Financial Done Entry at BM
Date 5 (00:00 am) Issue at hunter level Issue at Hunter
Date 6 (00:00 am) Issue at Gatherer Level Issue at Gatherer
Date 7 (00:00 am) Hunter issue resolved Gatherer issue resolved Re-entry at BM
Date 8 (00:00 am) ED level Deviation Deviation
Date 9 (00:00 am) AVP level Deviation Deviation
Date 10 (00:00 am) Re-entry at BM Waiver Given Waiver Given
Date 11 (00:00 am) BM work done Entry at Ops
Date 12 (00:00 am) Branch Rework Branch Rework
Date 13 (00:00 am) Rework Resolved Re-entry at Ops
Date 14 (00:00 am) Ops work done Entry at CO
Date 15 (00:00 am) Issue at Hunter level Issue at Gatherer Level Branch Rework Issue noticed
Date 16 (00:00 am) Hunter issue resolved Gatherer issue resolved Rework Resolved Re-entry at CO
Date 17 (00:00 am) Hunter issue resolved Gatherer issue resolved Rework Resolved CO work done Entry at L3 Entry at L2 Entry at L1
Date 18 (00:00 am) Issue noticed in file
Date 19 (00:00 am) Re-entry at L3 Re-entry at L2 Re-entry at L2
Date 20 (00:00 am) Sanctioned Sanctioned Sanctioned Sanctioned
Date 21 (00:00 am) Sn. Letter Signed Cancelled Rejected Rejected Rejected
Date 21 (00:00 am) Disbursed
Web Application: Branch Manager
Sr. No Level Category Description Status Action
1 BM KYC PAN not available
• Outstanding• Approved• Rejected
• Approve• Reject
2 BM Loan Amt. H; I:Eatery; LA:50000
3 BM App. Fee Application fee through cash
4 BM KYC Only ration card available
5 L2 Loan Amt.
6 L2 KYC PAN+VID not available
7 L1 Loan Amt. H; I:Eatery; LA:75000
8 L1 Financial Data Less than 13 weeks
9 L1 Debt Consolidation No debt consolidation case
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Deviations
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Submit ForwardFor Credit For Branch Manager
Category Field Error/Query Description Send to
Personal Info Field Error Lorem Ipsum dolor sit amet
Dropdown to select from:• Branch• Credit L2• Credit L3• Credit L4
Personal Info DOB Query Lorem Ipsum dolor sit amet
Personal Info Gender Error Lorem Ipsum dolor sit amet
Address City Error Lorem Ipsum dolor sit amet
KYC VID Query Lorem Ipsum dolor sit amet
KYC UID Query Lorem Ipsum dolor sit amet
References Personal Error Lorem Ipsum dolor sit amet
References Factory-2 Query Lorem Ipsum dolor sit amet
Category 9 Query Query Lorem Ipsum dolor sit amet
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Notes
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Parameters Input Format
CATEGORY Dropdown list of categories to choose from
FIELD Dropdown list of all the fields in the page
TYPE Dropdown to select from: Error/Query
DESCRIPTION Input box accepting characters.
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Summary
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
ESTIMATION METHODS
COMBINATIONS GROSS INCOME
1 Sales by : Bills, Obs, UPP, Seasonality Purchase by: Bills,UPP ######
2 Production Estimate Unit Product Pricing ######
INCOME 1 INCOME 2FINANCIAL RATIOSIDIR (INSTALMENT TO DISPOSABLE INCOME RATIO)IIR (INSTALMENT TO INCOME RATIO)FOIR (INSTALMENT TO INCOME & OBLIGATIONS RATIO)INVENTORY TURNOVER (IN NO. OF DAYS)INVENTORY TURNOVER (WITH MULTIPLIER)DEBT TO EQUITY OR DE RATIO (B/S) PRIOR TO PROPOSED LOANINDEBTEDNESS DEBT TO EQUITY WITH PROPOSED LOANCURRENT RATIOGROSS MARGIN %NET MARGIN %EXPENSE TO SALES RATIORETURN ON BUSINESS ASSET (ROA)RETURN ON BUSINESS ASSET (ROA) (WITH MULTIPLIER)ACTIVITY RATIOSSALES TO EMPLOYEE
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Summary
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Security Banking References Verifications
APPLICANT PERSONAL
CO-APPLICANT - 1 BUYER
CO-APPLICANT – 2 SUPPLIER
BUSINESS FACTORY – 1
FACTORY - 2
Credit BureauApplicant Profile Hit - No matchCo-Applicant Profile Hit - +v matchFull Name : Lorem Ipsum DolorGender : M/FDOB : DD/MM/YY (Age)Marital Status : Single/Married/OtherCategory : SC/ST/OBC/GeneralLife Insurance: Yes/NoBusiness Profile
DEVIATIONSSr. No Level Category Description Status
1 BM KYC PAN not available Waiver outstanding
2 BM Loan Amt. H; I:Eatery; LA:50000 Approved
3 BM App. Fee Application fee through cash Rejected
NOTESCategory Field Error/Query Description
Personal Info Field Error Lorem Ipsum dolor sit amet
Personal Info DOB Query Lorem Ipsum dolor sit amet
Personal Info Gender Error Lorem Ipsum dolor sit amet
DEVIATIONSSr. No Level Category Description Status
1 BM KYC PAN not available Waiver outstanding
2 BM Loan Amt. H; I:Eatery; LA:50000 Approved
3 BM App. Fee Application fee through cash Rejected
LOAN DECISIONDecision Date User Designation Amount Term Freq Purpose Comments
Approved ##/##/#### Lorem Hunter ###### ## Monthly Lorem Ipsum Lorem Ipsum
Approved ##/##/#### Lorem Gatherer ###### ## Monthly Lorem Ipsum Lorem Ipsum
Approved ##/##/#### Lorem BM ###### ## Monthly Lorem Ipsum Lorem Ipsum
Sanctioned ##/##/#### Lorem Credit L1/L2/L3 ###### ## Monthly Lorem Ipsum Lorem Ipsum
Applicant Name Industry Type Industry Name Requested Amount Proposed Amount Loan Type Purpose
Lorem Ipsum Man-Forming Shoe 1,50,000 75,000 Mortgage Working Capital
Profile
Credit Bureau
References
Property
Banking
Business
History
Deviations
Notes
Summary
Decisioning
PERFORMANCE TASKS APPLICATIONS
Web Application: Branch Manager
Home > Applications > Received > With Waivers
1099889990 > Decisioning
Days since customer signed: ##Days in current Stage: ##Days in current Level: ##
Will be called from the system automatically Upon clicking the add, list will be appended by a blank row of editable fields for user to type its decision in.
Submit to next level Send Back
Sanction
Reject
Dropdown to select which level the file is to go.
Application Id LA Name Customer Name Product Loan Amount Status
1099889990 Lorem ipsum Dolor Sit Amet Hypothecation #######.## Rejected
1099889991 Lorem ipsum Dolor Sit Amet Mortgage #######.## Sanctioned
1099889992 Lorem ipsum Dolor Sit Amet Quazi Mortgage #######.## WIP
All
Mine
PERFORMANCE APPLICATIONS
Web Application: Credit
Month Sanctioned Work in Progress Cancelled Branch Rework Rejected
Month: 2016 5 7 9 6 3
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
All Time: Dec 2014 – July 2015
Application id SearchCategory
Search result
020406080
100120140 WIP 125
Branch Rework 54
Sanctioned 98
Cancelled 15 Rejected 10
Cancelled
All
Mine
PERFORMANCE APPLICATIONS
Web Application: Credit
Month Sanctioned Work in Progress Cancelled Branch Rework Rejected
Month: 2016 5 7 9 6 3
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
Month: 2016 4 8 2 3 1
Month: 2016 12 5 1 11 4
Month: 2016 6 7 0 1 4
All Time: Dec 2014 – July 2015
Application id SearchCategory
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Application Id LA Name Customer Name Product Loan Amount Status
1099889990 Lorem ipsum Dolor Sit Amet Hypothecation #######.## Rejected
1099889991 Lorem ipsum Dolor Sit Amet Mortgage #######.## Sanctioned
1099889992 Lorem ipsum Dolor Sit Amet Quazi Mortgage #######.## WIP
Search result
05
1015202530
WIP 15
Branch Rework 5
Sanctioned 25
Cancelled 4Rejected 2
Cancelled
All
Received
Sanctioned
PERFORMANCE APPLICATIONS
Web Application: Credit
0
5
10
15
20
25
30
All Time: Dec 2014 – July 2015
Application Id
Customer type
Customer Name
Customer Name Product Stage Rewor
Incidences TAT Loan Amount
1099889990 New Dolor Sit
AmetDolor Sit
AmetHypotheca
tionBranch Rework 1 X days #######.
##
1099889991 Repeat Dolor Sit
AmetDolor Sit
Amet Mortgage L1 2 X days #######.##
1099889992 New Dolor Sit
Amet dolor sit Quazi Mortgage L2 3 X days #######.
##
1099889993 Repeat dolor sit dolor sit Add On L3 4 X days #######.
##
1099889994 Repeat dolor sit dolor sit Purpose L4 5 X days #######.
##
1099889995 New dolor sit dolor sit Renovatio
nBranch Rework 6 X days #######.
##
1099889996 Repeat dolor sit dolor sit Expansion L1 7 X days #######.
##
1099889997 Repeat dolor sit dolor sit Machinery L2 8 X days #######.
##
1099889999 New dolor sit dolor sit Working
Cap. L3 9 X days #######.##
1099890000 Repeat dolor sit Dolor Sit
AmetDebt
Consoli L4 11 X days #######.##
All
Pipeline
Sanctioned
PERFORMANCE APPLICATIONS
Web Application: Credit
0
5
10
15
20
25
30
All Time: Dec 2014 – July 2015
Application Id LA Name Customer Name Product Purpose Loan Amount Status
1099889990 Lorem ipsum Dolor Sit Amet Hypothecation Renovation #######.## WIP
1099889991 Lorem ipsum Dolor Sit Amet Mortgage Expansion #######.## Has Deviation
1099889992 Lorem ipsum Dolor Sit Amet Quazi Mortgage Machinery #######.## Credit Rework
1099889993 Lorem ipsum Dolor Sit Amet Add On Working Cap. #######.## Branch Rework
1099889994 Lorem ipsum Dolor Sit Amet Purpose Debt Consoli #######.##
1099889995 Lorem ipsum Dolor Sit Amet Renovation #######.##
1099889996 Lorem ipsum Dolor Sit Amet Expansion #######.##
1099889997 Lorem ipsum Dolor Sit Amet Machinery #######.##
1099889999 Lorem ipsum Dolor Sit Amet Working Cap. #######.##
1099890000 Lorem ipsum Dolor Sit Amet Debt Consoli #######.##
Filter:WIPWith DeviationsCredit Rework IncomingCredit Rework OutgoingBranch Rework
Application Id Sanction Amt. Sanction Date Cheque Status Sanction condi. Action
1099889990 #######.## dd/mm/yyyy Clear Met Grant Sn.
1099889991 #######.## dd/mm/yyyy 1st Bounce Awaited Grant Disb.
1099889992 #######.## dd/mm/yyyy 2nd Bounce Met
1099889993 #######.## dd/mm/yyyy Clear Met
1099889994 #######.## dd/mm/yyyy 1st Bounce Awaited
1099889995 #######.## dd/mm/yyyy 2nd Bounce Met
1099889996 #######.## dd/mm/yyyy Clear Met
1099889997 #######.## dd/mm/yyyy 1st Bounce Awaited
1099889999 #######.## dd/mm/yyyy 2nd Bounce Met
1099890000 #######.## dd/mm/yyyy Clear Met
All
Received
Sanctioned
PERFORMANCE APPLICATIONS
Web Application: Credit
0
5
10
15
20
25
30
All Time: Dec 2014 – July 2015
Application id Search
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Button to authorize Branch Manager to Generate Sanction Letter or Disbursement Kit.The file will be moved to sanction section of Branch Manager as soon as Credit Grants Sanction.And accordingly will authorize BM to generate Disbursement Kit when
All
APPLICATIONS
Web Application: Operations
0
5
10
15
20
25
30
All Time: Dec 2014 – July 2015
Application id Search
First Page, 5, 6, 7, 8, 9, 10, 11…… Last Page
Application Id Cheque Pre. Date Cheque Status/Action Edit
1099889990 dd/mm/yyyy Clear Edit
1099889991 dd/mm/yyyy 1st bounce Edit
1099889992 dd/mm/yyyy 2nd bounce Edit
1099889993 dd/mm/yyyy 3rd bounce Edit
1099889994 dd/mm/yyyy Clear Edit
1099889995 dd/mm/yyyy 1st bounce Edit
1099889996 dd/mm/yyyy Clear Edit
1099889997 dd/mm/yyyy 1st bounce Edit
1099889999 dd/mm/yyyy 2nd bounce Edit
1099890000 dd/mm/yyyy 3rd bounce Edit
Button to active edit mode