Customer My Account

• Dashboard
• My Profile
• Add Leads
• Leads History
• Payment Recon

My Dashboard

Product Product

Date From

Date To

Loan	Pre-Login	Logins	WIP	Documents Pending	Approved	Re-Look	Rejected	Disbursed	ABND	Not Interested
	3	5	6	100	40	20	10	2	100	2

Credit Card	Leads	Data Punch	AIP Rejected	KYC Done	WIP	Verification	Card Out
	3	5	6	100	40	20	10

Insurance	Leads	Data Punch	Policy Approved	Payment Pending	Payment Done	Policy Issued
	3	5	6	100	40	20

My Profile

Name

Email

Phone

Gender Male Female

DOB

Marital Status Status

Address

PAN No

Send Us Your Enquiry

Add Leads

Loan Type Select Personal Loan Business Loan Prof Loan Credit Card

Product Selection Select

Channel Code

Cust Name

Cust Location (PIN)

Cust Contact Number

Loan Required

Net Salary

Company Name

Preferred Lender Selection

Document Name

Document Upload

+ Add Document

Save

My Enquiry

Search

PERSONAL	OTHER INFO	PRODUCT	LOAN INFO	ACTIONS
Customer Name Customer Location Customer Contact No.	Company Name Net Salary	Product Selection Channel Code	Personal Loan Loan Required
Customer Name Customer Location Customer Contact No.	Company Name Net Salary	Product Selection Channel Code	Personal Loan Loan Required
Customer Name Customer Location Customer Contact No.	Company Name Net Salary	Product Selection Channel Code	Personal Loan Loan Required
Customer Name Customer Location Customer Contact No.	Company Name Net Salary	Product Selection Channel Code	Personal Loan Loan Required

MTD Earning

100000

Previous Month Earning

5000 8%

Quarterly Earning

95000 15%

YTD Earning

18000 10%

LTD Earning

113000 25%