Centralized Customer Master, Document Vault & Query Routing
Secure multi-role banking & loan customer platform with granular SaaS licensing, categorized document vaults (ITR, KYC, Bank Statements, NOC), and multi-vertical query routing across Loans, Property, and Insurance.
Customer Portal
Login using verified Phone Number or Email. Access your categorized document vault (ITR, KYC, Bank Statements, NOC), check active SaaS license validity, and track financial service requests.
- Secure ITR, KYC & Bank Statement Folders
- Family Details Management (Wife, Son, Daughter)
- Loan, Property & Insurance Query Submissions
Super Admin Management
Complete administrative command center. Configure customer types, manage customer master profiles, grant/revoke SaaS licenses, upload customer documents, and view business reports.
- Customer Types Master (Personal, Business, Salaried)
- SaaS License Expiry & Validity Controller
- City-wise & Bank-wise Performance Reports
Loans Management
Home, LAP, CC limits, Project, Car, Education, Business & Personal
Property Desk
Buying, Selling & Rental Inquiries with Location & Valuation
Insurance & Wealth
Vehicle, Term Life, Health Insurance & Portfolio Investments
City & Bank Reports
Live Service Volume, Bank-Wise Routing & City Heatmaps