Secure & Role-Based Loan Management

Welcome to Loan Management Software

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

Access Control

Login Roles & Access Matrix

Role-based access designed for secure and efficient loan operations.

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