Welcome to the Loan Management Portal
Efficient, Secure, and Smart Loan Tracking
Our Loan Management Web App is built to streamline and simplify the way you manage, track, and follow up on loans that you are doing particularly.All the tools you need to stay organized, proactive, and compliant.
🔍 What You Can Do Here
📝 Create & Manage Loan Accounts
Easily enter new loan records using our smart loan form. Each loan entry includes:
- Borrower details (name, phone, address)
- Loan type (Agri, Retail, MSME)
- Scheme code, sanction & disbursement dates
- EMI amount and EMI due date
- Insurance, CERSAI, and renewal due dates
You can also add linked persons, security details, and track checklists such as documentation, MOD, CGTMSE, insurance, and more — ensuring every loan is processed thoroughly.
📆 Track Due Dates Automatically
The system automatically tracks due dates like:
- EMI due
- Insurance due
- Loan renewal
- CERSAI filing
You no longer need to manually check calendars or spreadsheets — the app does the work for you and flags upcoming and overdue items clearly in the dashboard.
📲 Get Telegram Notifications
You will receive instant alerts via Telegram whenever:
- A due date is reached or missed
- A loan checklist is incomplete
- A new loan is added under your account
No more missed deadlines or delayed reminders — you’re always in the loop, even on mobile.
📊 Dashboard Overview
Each user gets a personalized dashboard that includes:
- Total active loans
- Upcoming due items
- Loans missing important documentation
- Quick filters by loan type or due date
Visual summaries and charts help you quickly assess which loans need attention, making follow-ups more efficient.
✅ Checklist Tracking
Our powerful checklist system ensures that nothing slips through the cracks:
- Post-inspection status
- CGTMSE/CGFMU compliance
- CERSAI and MOD filings
- Documentation, stamping, vetting
Each checklist item supports status (Done or Not Done), with optional comments and target dates.
📥 Import, Export & Reports (coming Soon)
Save time by importing loan records in bulk from Excel or CSV files. Need to send loan summaries or back them up? You can export:
- Loans or users as CSV
- Individual loan reports as printable PDF documents
All data stays clean, structured, and accessible.
🔐 Secure & Cloud-Based
This app runs securely in the cloud — no installations needed. Your data is safely stored and backed up. You can access your dashboard from any device — desktop or mobile — simply by logging in.
🚀 Ready to Simplify Your Loan Management?
Click the Start button to launch the app.
Track smarter. Follow up on time. Stay compliant.
💡 Note: This app is currently linked to Telegram for real-time notifications. Please make sure you connect your account and share your Telegram ID through the profile section once logged in.