Streamline Your Loan Management
Efficient, secure, and user-friendly platform for managing loans from lead to disbursement
What This Platform Does
Lead-to-Disbursement Workflow
Every loan lead moves through a tracked pipeline: new → assigned → in process → approved/rejected → disbursed, with a full audit trail at each step.
Role-Based Dashboards
Admin, Marketing, Calling, and Office each get a purpose-built dashboard and permission set, with teams controlling who can manage leads, upload, or verify documents.
Document Verification
Customers' documents get uploaded, reviewed, and approved or rejected with remarks - with reupload flows when something needs fixing.
Live From This Deployment
Leads in the System
Customers
Teams
Documents Uploaded
Explore the Demo
This is a live demo build with seeded sample data - nothing here is real customer information. Log in as any role below to see that dashboard's view of the same workflow.
| Role | Password | What to try | ||
|---|---|---|---|---|
| Admin | admin@demo.local |
Demo@1234 |
Full system view - manage leads, teams, users; approve/reject; commission oversight | |
| Marketing | marketing@demo.local |
Demo@1234 |
Create leads, view team performance | |
| Calling | calling@demo.local |
Demo@1234 |
Work assigned leads, upload/reupload customer documents | |
| Office | office@demo.local |
Demo@1234 |
Verify uploaded documents, manage customers |