Welcome to Loan Management Software

Secure, flexible, and role-based access for your loan management needs.

Login Roles & Access Matrix

Super Admin
  • Full system access & settings
  • Loan disbursement & adjustments
  • Credit bureau exports
  • All document templates & agreements
  • Full accounting
  • User management (Create/Edit/Delete)
Admin
  • Loan management (Create/Edit/Disburse/Close)
  • EMI collection approval
  • Lead assignment & reports
  • Accounting access
  • Employee monitoring
  • KYC & eNACH handling
Sub Admin
  • Branch-wise control
  • Employee creation (branch)
  • EMI collection view
  • Loan approval processing
  • Reports & lead allocation
  • Credit bureau export (allowed)
Branch Login
  • Branch employees view
  • Loan data entry & collection tracking
  • Branch-level loan & EMI reports
  • Wallet request & cash approval
  • Branch dashboard
Sub Branch Admin
  • Assigned branch-wise access
  • Employee handling (sub-branch)
  • Reports & approvals (branch)
  • Lead & collection tracking (sub-branch)
Region Head
  • Access to assigned branches
  • Branch & employee reporting
  • Collection & performance summary
  • No data edit access
Team Manager (Telecaller Team)
  • View all leads assigned to team
  • Track team follow-ups
  • Daily call performance & lead outcome
  • Status update only, no edit
Telecaller
  • View assigned leads
  • Add follow-up notes
  • EMI reminder & collection call updates
  • KYC approve/reject request to Admin
  • Daily task summary
Accountant
  • Voucher & ledger entries
  • Cash Book, Bank Book, Trial Balance, P&L
  • EMI payment vs deposit reconciliation
  • No loan data edit access
Employee
  • Create leads (manual/bulk)
  • Upload documents
  • Add loan approval suggestion
  • Track own leads & status
  • Wallet request for deposit
Customer
  • Loan apply & eKYC (Selfie only)
  • View loan status & EMI calendar
  • EMI payment & foreclosure request
  • eSign documents & pre-approved offers
  • Request info update