Case Studies

Case Study – Loan Management System

Solution Overview

• The solution is SAAS (Solution as a service) based.
• It is an application for Loan Consultant Companies or DSAs (Direct Selling Agents) of Banks & NBFCs.
• It enables to a DSA to monitor & Track loan applications.
• It enables a movement of an application on a pre-defined workflow.
• Automatic notification to customers on the progress of an application.
• Post disbursement Services
• Manage Document list
• Manage Banks Legal Report
• Generate a professional PDF

Challenges / Business Problem

Build product with features like:

• Predefined workflow Enquiry -> Bank Login -> Sanction -> Disbursement
• Assignment of an application and a stage to the team members.
• Multi Branch Multi User Facility.
• Daily follow-up of every case.
• Seamless movement of cases from one stage to another.
• Reduce Communication Gap between the team members.
• Plot various demographic data on the map for various visualization and analysis purpose.
• Monitor TAT of an application stage-wise.