Quick Actions
Monthly Applications
Loan Type Split
Recent Applications
| Applicant | Loan Type | Amount | Status |
|---|---|---|---|
RK Rajesh Kumar rajesh@email.com |
Home Loan | ₹45,00,000 | In Progress |
PS Priya Sharma priya@email.com |
Personal Loan | ₹8,00,000 | Doc Pending |
AP Amit Patel amit@email.com |
Business Loan | ₹25,00,000 | Approved |
SV Sneha Verma sneha@email.com |
Education Loan | ₹12,00,000 | Disbursed |
VG Vikram Gupta vikram@email.com |
Vehicle Loan | ₹6,50,000 | Under Review |
Recent Activity
Loan Disbursed - Sneha Verma
₹12,00,000 Education Loan via Axis Bank
New Application - Vikram Gupta
Vehicle Loan ₹6,50,000
Documents Uploaded - Priya Sharma
3 documents for Personal Loan
Submitted to Bank - Amit Patel
Business Loan ICICI Bank
Document Expired - Rahul Singh
Salary slip expired, needs resubmission
| Application ID | Applicant | Loan Type | Amount | Bank | Executive | Status | Progress | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| LMP-00847 | RK Rajesh Kumar +91 98765 43210 |
Home Loan | ₹45,00,000 | SBI | Ravi K. | In Progress |
60%
|
|
|
| LMP-00846 | PS Priya Sharma +91 87654 32109 |
Personal Loan | ₹8,00,000 | HDFC | Neha S. | Doc Pending |
35%
|
|
|
| LMP-00845 | AP Amit Patel +91 76543 21098 |
Business Loan | ₹25,00,000 | ICICI | Ajay M. | Approved |
90%
|
|
|
| LMP-00844 | SV Sneha Verma +91 65432 10987 |
Education Loan | ₹12,00,000 | Axis | Ravi K. | Disbursed |
100%
|
|
|
| LMP-00843 | VG Vikram Gupta +91 54321 09876 |
Vehicle Loan | ₹6,50,000 | Kotak | Neha S. | Under Review |
55%
|
|
Meera Joshi
Home Loan • SBI
Arjun Reddy
Personal Loan • HDFC
Rajesh Kumar
Home Loan • SBI
Priya Sharma
Personal Loan • HDFC
Vikram Gupta
Vehicle Loan • Kotak
Kavita Nair
Home Loan • ICICI
Amit Patel
Business Loan • ICICI
Sneha Verma
Education Loan • Axis
Rahul Singh
Home Loan • SBI
| Client | Contact | Loan Type | Assigned To | Applications | Status | Last Contact | Actions |
|---|---|---|---|---|---|---|---|
RK Rajesh Kumar PAN: ABCDE1234F |
+91 98765 43210 rajesh@email.com |
Home Loan | Ravi Kumar | 2 | Active | Today | |
PS Priya Sharma PAN: FGHIJ5678K |
+91 87654 32109 priya@email.com |
Personal Loan | Neha Singh | 1 | Follow-up | Yesterday | |
AP Amit Patel PAN: KLMNO9012P |
+91 76543 21098 amit@email.com |
Business Loan | Ajay Mehta | 3 | Approved | 2 days ago |
LMP-00847 - Rajesh Kumar (Home Loan - SBI)
PAN Card
Uploaded 2 days ago • pan_front.pdf (245 KB)
Aadhaar Card
Uploaded 2 days ago • aadhaar.pdf (512 KB)
Salary Slips (3 months)
Uploaded 1 day ago • salary_slips.pdf (1.2 MB)
Bank Statements (6 months)
Uploaded today • bank_stmt.pdf (2.1 MB)
Property Documents
Not yet uploaded • Required for Home Loan
ITR (2 years)
Rejected: Page 3 is blurred • itr_2024.pdf
Document Timeline
Bank Statements uploaded
by Rajesh Kumar via portal
Today, 2:30 PMITR rejected - Page 3 blurred
Reviewed by Ravi Kumar
Today, 11:00 AMSalary Slips verified
All 3 months verified successfully
Yesterday, 4:15 PMAadhaar and PAN verified
Identity documents verified
Yesterday, 10:00 AMState Bank of India
Submission: Online Portal
HDFC Bank
Submission: Email + Portal
ICICI Bank
Submission: Online Portal
Axis Bank
Submission: Email
Kotak Mahindra Bank
Submission: Portal
Punjab National Bank
Submission: Physical
Active Errors
Income Mismatch - LMP-00847 (Rajesh Kumar)
Bank statement shows ₹55,000/month but ITR shows ₹6,00,000/year. Salary slip income doesn't match either.
Document Expired - LMP-00842 (Rahul Singh)
Salary slip (March 2026) has expired. Bank requires salary slips not older than 2 months.
Partial Bank Statement - LMP-00846 (Priya Sharma)
Only 3 months of bank statements provided. HDFC requires 6 months for personal loan processing.
Photo Background Mismatch - LMP-00850 (Meera Joshi)
Passport photo has a colored background. Bank requires white background passport photos.
Bank Performance Comparison
| Bank | Submitted | Approved | Approval % | Avg. Days |
|---|---|---|---|---|
| SBI | 45 | 37 | 82% | 14 |
| HDFC | 38 | 33 | 87% | 10 |
| ICICI | 32 | 25 | 79% | 12 |
| Axis | 28 | 21 | 75% | 16 |
| Kotak | 18 | 15 | 84% | 11 |
Executive Performance
| Executive | Handled | Converted | Rate | Revenue |
|---|---|---|---|---|
| Ravi Kumar | 52 | 39 | 75% | ₹6.2L |
| Neha Singh | 48 | 35 | 73% | ₹5.8L |
| Ajay Mehta | 38 | 27 | 71% | ₹4.5L |
| Divya Rao | 18 | 13 | 72% | ₹1.7L |
Monthly Summary
Applications, conversions, revenue overview
Bank Analysis
Bank-wise approval rates & processing time
Team Performance
Executive-wise productivity & metrics
Document Efficiency
Collection time, rejection rates, common issues
Revenue Report
Commission tracking, monthly/quarterly summaries
Error Analysis
Recurring errors, resolution time, patterns
| User | Role | Team | Status | Last Active | Actions | |
|---|---|---|---|---|---|---|
AK Anil Kapoor |
anil@lamploans.in | Super Admin | Management | Active | Just now | |
RK Ravi Kumar |
ravi@lamploans.in | Senior Executive | Team A | Active | 10 min ago | |
NS Neha Singh |
neha@lamploans.in | Executive | Team A | Active | 30 min ago | |
AM Ajay Mehta |
ajay@lamploans.in | Executive | Team B | Active | 1 hr ago | |
DR Divya Rao |
divya@lamploans.in | Viewer | Team B | Away | 3 hrs ago |
Loan Disbursed - Sneha Verma
₹12,00,000 Education Loan via Axis Bank has been disbursed successfully. Commission: ₹24,000.
New Application Received
Vikram Gupta applied for Vehicle Loan ₹6,50,000. Assign an executive.
Follow-up Reminder - Priya Sharma
Scheduled follow-up call is due. Documents pending for 3 days.
Document Expired - Rahul Singh
Salary slip has expired. SMS sent to client for resubmission.
Bank Response - ICICI
Amit Patel's Business Loan is approved. Sanction letter received.
Company Information
Update your company details and branding
System Preferences
Configure system-wide settings
Round-robin assignment for new leads
Notify when documents are about to expire
Enable SLA timers for application stages
Auto-detect duplicate leads by phone/email/PAN
Notification Preferences
Configure how you receive notifications
Receive email for important events
SMS for critical events only
Real-time in-dashboard notifications
Auto-send daily/weekly summary reports
Security Settings
Manage your account security
Add an extra layer of security to your account
Communication Templates
Manage notification and email templates
Sent to client when application is submitted
Request missing documents from client
Notify client of application status changes
Congratulatory message on loan approval