RupeeMate-LoansPage

End-to-End Digital Loan Processing & Management

Streamlines the entire loan journey—lead capture, assignment, tracking, commissions, and payments—all in one platform.

Omni-channel lead capture (WhatsApp, Agent App, Tata Tele, Manual)

Omni-channel lead capture allows seamless intake of leads from WhatsApp, the Agent App, Tata Tele campaigns, and manual entry. This ensures every potential customer is captured across digital and offline sources, enabling quick follow-up and higher conversion rates.

Hierarchical access & audit (Exec → TL → Agent → Back Office → Finance)

Role-based hierarchy starting from Executives to Team Leads (TL), Agents, Back Office, and Finance for better data control.Every user action is logged, ensuring traceability and accountability at each level.

Multi-bank assignment & status dashboards

Assign leads to multiple banking partners based on product, eligibility, or performance logic.Track loan progress, status updates, and performance metrics in real-time using intuitive dashboards.

In-built commission & invoice engine

Calculate agent and team commissions based on pre-defined structures, reducing manual errors.Auto-generate and manage commission invoices for agents and partners directly from the platform.

Partial-payment support & receivables screen

Record and manage partial disbursements or repayments efficiently with auto-balancing.Centralized view of pending payments, follow-ups, and expected receivables for finance teams.

End-to-End Digital Loan Processing & Management

Omni-channel lead capture (WhatsApp, Agent App, Tata Tele, Manual)

Hierarchical access & audit (Exec → TL → Agent → Back Office → Finance)

Multi-bank assignment & status dashboards

In-built commission & invoice engine

Partial-payment support & receivables screen

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