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Total Portfolio
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Active Loans
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EMI Due This Month
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Overdue Accounts
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Total Customers
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Collection Rate
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Recent Loans
| Loan ID | Customer | Amount | EMI | Next Due | Status |
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Quick Actions
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Create Customer
Register new borrower
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Create Loan
New loan application
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Record Repayment
Capture EMI payment
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Part Payment
Partial prepayment
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EMI Schedule
View amortization
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Pre-Closure
Early settlement
Create Customer
Register a new borrower â step by step
1
Personal
2
KYC & Docs
3
Financial
4
Review
Personal Information
Basic borrower details
Customers
All registered borrowers
| Customer ID | Name | Mobile | CIBIL | Employment | Active Loans | Total Exposure | Actions |
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Create Loan
Link loan to an existing customer
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Loan Info
2
Collateral
3
Charges
4
Review
Loan Details
Core loan parameters
đ Live EMI Calculator
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Monthly EMI
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Total Interest
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Total Payable
All Loans
Complete loan portfolio
| Loan ID | Customer | Product | Amount | Outstanding | Rate | EMI | Next Due | Status | Actions |
|---|
Repayment
Record regular EMI payment from borrower
Select Loan
Search by loan ID or customer name
Part Payment
Partial prepayment to reduce outstanding principal
Select Loan
Choose loan for part payment
Pay Charges
Pay outstanding charges on a loan
Select Loan
Add Charge
Add a new charge to an existing loan
Charge Details
Define charge type, amount and applicability
â ī¸ Added charges will appear in the loan's outstanding charges and must be collected before loan closure.
EMI Schedule
Amortization schedule for any loan
Transaction History
All payments and charges across loans
| Txn ID | Date | Loan ID | Customer | Type | Amount | Principal | Interest | Penalty | Mode | Status |
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Pre-Closure
Early loan settlement before tenure end
Select Loan for Pre-Closure
Foreclosure
Forced loan closure â NPA / Legal Action
â ī¸ Foreclosure is a legal process. Ensure all notices have been served and escalation process is followed before proceeding.