Dashboard
Applications0View Records
Pending Application0View Records
Approved0View Records
Payment Request0View Records
Disbursed0View Records
Active Loans0
Upcoming EMI0
Closed Loans0
Outstanding₹0
Recent Activity
Application Status Records
Online Enquiries
Workflow: New → Contacted → Follow-up → Interested / Not Interested → Review → Reject / Converted → Closed. Interested goes to the next Review. When the Loan Application is successfully submitted, the enquiry becomes Converted and the same NBCL case number is used for the application / loan.
| Enquiry No. | Date & Time | Customer | Mobile | Product / Requirement | Loan Amount | City | Source | Status | Action |
|---|
Application Register
Complete Saved Application Register: हर saved application यहाँ रहेगी। View / Review से पूरा saved application data, KYC, guarantor, vehicle, loan, charges, briefing और workflow details देख सकते हैं।
| Application No. | Date | Customer Name | Customer Code | Mobile No. | Product | Created By | Last Update | Status |
|---|
Customer Profile
| Customer Code | Name | Mobile | City | Profile | Salaried Type | YOM | RC No. | Aadhaar | PAN | Vehicle |
|---|
Loans
Active / Live loans. Account closure is manual and requires final outstanding to be ₹0.
NOC & Release
Workflow: Closed Loan + Final Outstanding ₹0 → NOC Pending → NOC Generated → NOC Issued → Vehicle Release. NOC is managed separately from Payments / Closure.
Closed loans eligible for NOC.
| Loan Account No. | Customer | Vehicle / RC | Closure Date | NOC No. | NOC Status | Release Status | Action |
|---|
Portfolio
Total Finance₹0
Collected₹0
Outstanding₹0
Overdue EMI0
Loan Status
New Loan Application
Loan Application: Step-by-step application flow. हर step save होने के बाद अगला step automatically open होगा.
Applicant / Customer Details — New Customer
Guarantor — Optional
Search existing guarantor.
New Make / Model / Variant required? Email Admin / Authorized Person
Loan No. search करने पर vehicle/financer details auto-fill होंगी.
Registration No. enter करें — automatic finance history check होगा.
1. Loan Requirement
2. Finance Charges
| # | Charge | Amount | Recovery Method | Info |
|---|---|---|---|---|
| 1 | Processing Fee | |||
| 2 | Documentation Charges | |||
| 3 | RC / Hypothecation Charges | |||
| 4 | Valuation Charges | |||
| 5 | Motor Insurance | |||
| 6 | Other Charges |
Paid by Customer₹0
Deducted from Loan₹0
Total Charges₹0
Net Disbursement₹0
Reference Details — Optional
Maximum 2 references. Reference details are saved with this application only.
Reference 1
Reference 2 — Optional
Example: Applicant is a farmer for the last 10 years and owns 5 bighas of agricultural land. Applicant also has 5 buffaloes and earns additional income through milk supply.
Application Ready? सभी required steps complete करके application approval के लिए submit करें.
Collection
Search/select one Loan Account → verify customer/vehicle → record payment → issue receipt. Recent transactions are limited to the selected loan only.
Recent Payment Transactions
| Payment Date | Payment Type | EMI | Amount | Mode | Receipt No. | Action |
|---|
Loan Account
Repayment Schedule: fixed schedule created with the loan. It does not change because of payments.
Reports
Follow-ups
Login, PDD, Payment and Collection follow-ups are maintained separately and linked to the finance case.
Notifications
Settings & Workflow
Locked Loan Application Workflow: STEP 1 — Customer / Applicant → STEP 2 — Vehicle Details → STEP 3 — Loan & Finance Details → STEP 4 — Customer Briefing → Submit for Approval. This workflow is kept separate from Master Data and user/role settings.
Master Data → Vehicle Master
Product → Make → Model → Variant. New / Used is a vehicle condition in the Loan Application, not a separate Product.
Make / Manufacturer
Model
Variant
Product Master
Teams
Employees
Application Workflow Control
Admin-only controls for applications already submitted and under process. Revoke returns the same application number to Step 1. Disbursed applications are permanently locked.