Loan Management System

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

More About

Challenges / Business Problems

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.

User Overview

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