LMS is used by the LOAN CONSULTANTS to Track the Enquiries, Loan Applications, Loan Sanctions, Loan Disbursements. Automated status emails to the customers. Multi-Branches / Multi-user access rights based application.

Solution Overview 

• LMS is used by the Loan Consultants. 
• Track the Enquiries, Applications, Sanctions & Disbursements
• Track day-to-day loan application status
• Track Masters – Loan Types, Loan Sub-types, Financial Institutions, Interest Rates. 
• Dashboard to quickly get the entire status of all the Loan Applications along with detailed information about who is handling, what is the status and much more. 
• Automated status emails to the customers & post disbursement services like EMI reminders. 
• Multi-user access rights based application.
• Multi-branches application 

Challenges / Business Problem

Build product with features like: 

• Ability to track Loan Applications 
• Ability to assign a stage to the team members (Enquiry / Application / Sanction / Disbursement). And the application should automatically move to the next stage when the previous stage is mark as DONE.
• Facility to easily record the day-to-day communication / status on all the loan application.
• Loan consultant should be able to know who is working on how many applications and what is the status of each application.
• Customers should receive the status automatically on a progress of the application.
• Loan Consultant should be able to get the reports to be suggest a switch to another bank as per the interest rates.

Overview 

Client & Users

Region: India
Industry: Finance – Loans 

Project Overview
Schedule: 6 months
Team Size: 7


Technology
Dev Tools  

• MS Visual Studio 2019 
• Dot Net (MVC)
• JavaScript
• jQuery 
• Angular JS
• MS SQL Server 2019