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