Personal Info Customer Name Editable Text Area

Mobile Number Editable Number area

DOB Editable DOB Format
Email Editable string area
Additional mail id Editable string area
Gender Dropdown*
Marital Status Dropdown*
Current Residential Address Editable string Area
Current Resi Pincode Editable Number area
City Editable Text Area
State Dropdown*
Current Residence Address Landmark Editable Text Area
Current Address Proof Dropdown*

Ekyc Details Pan Card Editable String Area

Aadhaar Card Editable Number area

Professional Info- Salaried

Income Type Dropdown*
Company Name Editable Text Area
Company Type Dropdown*
Office address Editable Text Area
Office pincode Editable Number area
Office mail id Editable String Area
City Editable Number area
State Dropdown*
Current Designation Editable Text Area
Current Work Experience Editable Number area
Total Work Experience Editable Number area
Salary Editable Number area
Salaried Income Delivery Dropdown*
Last Month Salary Editable Number area
Last 1 Month Salary Editable Number area
Last 2 Month Salary Editable Number area

SELF EMPLOYED Company Name Editable Text Area

Company Type Dropdown*
Office address Editable Text Area
Office pincode Editable Number area
Office mail id Editable String Area
City Editable Text Area
State Dropdown*
Company Registration Date Date format
ITR Last Year Editable Number area
ITR Last 1 Year Editable Number area
ITR Last 2 Year Editable Number area
Lead Source Website/Vendor name
Text box
Customer Support
Others
 Mandatory Fields Website
Yes Pre-Sales Stages
Yes Credit Approval
Yes Sales Team
Yes Verification Team
Disbursement
Yes

Yes
Digit number limit-6 Yes
Yes
Yes

Yes

Digit limit-10
Digit limit-12

Yes

Digit number limit-6

Yes
Yes

Sometimes in decimal digits

Sometimes in decimal digits

Yes
Yes

Digit number limit-6

Yes
endor name Yes
Yes
Yes
Basic Information for C/B Check
S
C/B Check/ Cross check and Approve u
Random Allocation Of Team/ Escaltions on Running Loans p
p
o
r
t
Personal Info Customer Name Editable Text Area
Mobile Number Editable Number area
DOB Editable Dob Format
Email Editable string area
Additional mail id Editable string area
Gender Dropdown*
Marital Status Dropdown*
Current Residential Address Editable string Area
Current Resi Pincode Editable Number area
City Editable Text Area
State Dropdown*
Current Residence Address Landmark Editable Text Area
Current Address Proof Dropdown*

Ekyc Details Pan Card Editable String Area

Aadhaar Card Editable Number area

Professional Info- Salaried

Income Type Dropdown*
Company Name Editable Text Area
Company Type Dropdown*
Office address Editable Text Area
Office pincode Editable Number area
Office mail id Editable String Area
City Editable Number area
State Dropdown*
Current Designation Editable Text Area
Current Work Experience Editable Number area
Total Work Experience Editable Number area
Salary Editable Number area
Salaried Income Delivery Dropdown*
Last Month Salary Editable Number area
Last 1 Month Salary Editable Number area
Last 2 Month Salary Editable Number area

SELF EMPLOYED Company Name Editable Text Area

Company Type Dropdown*
Office address Editable Text Area
Office pincode Editable Number area
Office mail id Editable String Area
City Editable Text Area
State Dropdown*
Company Registration Date Date format
ITR Last Year Editable Number area
ITR Last 1 Year Editable Number area
ITR Last 2 Year Editable Number area
** Lead Source Website/Vendor name
Text box
Customer Support
Others

Note:- Dropdown*

** If lead source is automatic then it will automatic diplay the name of integrated vendors
Once Pan & Aadhar verified goes to Credit Approval team
 Mandatory Fields
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Digit number limit-6 Yes
Yes
Yes
Yes
Yes

Digit limit-10 Yes

Digit limit-12 Yes

Yes
Yes
Yes
Digit number limit-6 Yes
Yes
Yes
Yes
Yes
Sometimes in decimal digits Yes
Sometimes in decimal digits Yes
Yes
Yes
Yes
Yes
Yes

Yes
Yes
Yes
Digit number limit-6 Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
 System will Automatic fetch thYes
sales agent name dropdown thYes
If lead punched manually reff Yes

Separate sheet attached for dropdown

c diplay the name of integrated vendors, if punched manually it will show drop down on Customer support, Dales agent or manual punch f
gent or manual punch for others
 Mandatory
Personal Info Customer Name Prepopulated and not editable Yes
Mobile Number Prepopulated and not editable Yes
DOB Prepopulated and not editable Yes
Email Prepopulated and not editable Yes
Additional mail id Prepopulated and not editable Yes
Gender Prepopulated and not editable Yes
Marital Status Prepopulated and not editable Yes
Current Residential Address Prepopulated and not editable Yes
Current Resi Pincode Prepopulated and not editable Yes
City Prepopulated and not editable Yes
State Prepopulated and not editable Yes
Current Residence Address Landmark Prepopulated and not editable Yes
Current Address Proof Prepopulated and not editable Yes

Ekyc Details Pan Card Prepopulated and not editable Yes

Aadhaar Card Prepopulated and not editable Yes

Professional Info IF Salaried is selected then Salaried Proffesional info will be displayed and Self-employed then only Se
Income Type Prepopulated and not editable Yes
Company Name Prepopulated and not editable Yes
Company Type Prepopulated and not editable Yes
Office address Prepopulated and not editable Yes
Office pincode Prepopulated and not editable Yes
Office mail id Prepopulated and not editable Yes
City Prepopulated and not editable Yes
State Prepopulated and not editable Yes
Current Designation Prepopulated and not editable Yes
Current Work Experience Prepopulated and not editable Yes
Total Work Experience Prepopulated and not editable Yes
Salary Prepopulated and not editable Yes
Salaried Income Delivery Prepopulated and not editable Yes
Last Month Salary Prepopulated and not editable Yes
Last 1 Month Salary Prepopulated and not editable Yes
Last 2 Month Salary Prepopulated and not editable Yes

SELF EMPLOYED Company Name Prepopulated and not editable Yes

Company Type Prepopulated and not editable Yes
Office address Prepopulated and not editable Yes
Office pincode Prepopulated and not editable Yes
Office mail id Prepopulated and not editable Yes
City Prepopulated and not editable Yes
State Prepopulated and not editable Yes
Company Registration Date Prepopulated and not editable Yes
ITR Last Year Prepopulated and not editable Yes
ITR Last 1 Year Prepopulated and not editable Yes
ITR Last 2 Year Prepopulated and not editable Yes
Bureau Report
Credit Score text box Yes
Cibil Report Upload option Yes
Cibil Pulled date text box Yes
Loan Status Dropdown* Yes
Approval Amount text box Yes
Tenure In Days/month text box Yes
NBFC Name Dropdown* Yes
Approval Type Dropdown* Yes
Processing Fees Dropdown* Yes
Rate of Interest Dropdown* Yes
Gst Amount Automatic Calculation Yes

Lead Source Website/Vendor name System will Automatic fetch the leads will the intergrated web
Text box sales agent name dropdown those who are currently on Lead
Customer Support If lead punched manually reffered by Support Team

Note:- Dropdown* Separate sheet attached for d

 Automation

Self-employed then only Self eployeed info should be displayed

 Approval Type Dropdown

Processing Fees Dropdown

Automation Only display if 3% product is selected

Automation If 3% per month approval type is selected then 3% per month rate of inetest and if .75%per day is select
Automation Only 3% product (in Approval type) & Bhawana in selected in NBFC - is selected then GST & Processing fe

ds will the intergrated website/Vender and accordingly display the names

who are currently on Leadsquared system
y Support Team

parate sheet attached for dropdown

 3% per Month
.5%per day
.75% per day

others
8% of the approved amount

er month rate of inetest and if .75%per day is selected then .75% per day is seleted- ROI works with NBFC wise product( approval type) Ca
lected in NBFC - is selected then GST & Processing fee will be displayed
oduct( approval type) Calculator waise
Personal Info Customer Name
Father_Name
Spouse Name
Mobile Number
Alternate Mobile Number
DOB
Email
Additional mail id
Gender
Marital Status
Residential Type
Living Since
Residential Living Status
Current Residential Address
Current Address Resi Pincode
City
State
Current Residence Address Landmark
Current Address Proof
Permanent Residential Address
Permanent Address Resi Pincode
City
State
Permanent Residence Address Landmark
Permanent Address Proof

Ekyc Details
Pan Card
Aadhaar Card

Professional Info- Salaried Income Type

Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Current Designation
Current Work Experience
Total Work Experience
Salary
Salaried Income Delivery
Last Month Salary
Last 1 Month Salary
Last 2 Month Salary
 If selected self- employed then all the details will be displayed
SELF EMPLOYED Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Company Registration Date
ITR Last Year
ITR Last 1 Year
ITR Last 2 Year
Office Ownership

Pre Field Visit Docs Verification

Office Id Card
Salary slip Dropdown
Additional Income Proof
Current address proof
Permanent address proof
Customer name as per Bank
Bank Name
Bank Account Number
Salary Bank IFSC Code
Bank branch address
Salary Bank Statement
Bank Verification Document
HR Letter

Additional Bank Details

Bank Name
Bank Account Number
Bank IFSC Code
Bank branch address
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Additional Bank statement

Field Verification
Customer Live Photo
FI Home
FI Office
OSV Pan Card
OSV Aadhar Card
 OSV Others
Location
Other Documents
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Cheque 4 Number
Cheque 5 Number
Cheque 6 Number
Cheque 7 Number
Cheque 8 Number
Cheque 9 Number

Bureau Report- Approval Details

Credit Score
Cibil Report
Approval Amount
Tenure In Days/month
NBFC Name
Approval Type
Processing Fees
Rate of Interest
Gst Amount

References and HR Details

Reference 1 Name
Relation
Contact Number
Reference 2 Name
Relation
Contact Number
Reference 3 Name
Relation
Contact Number
Reference 4 Name
Relation
Contact Number
Reference 5 Name
Relation
Contact Number
Reference 6 Name
Relation
Contact Number
Reference 7 Name
Relation
Contact Number
 HR Details HR Mandatory
HR Name
HR Mobile Number
Designation
HR Contact Number

HR Email Id
HR Linkedin ID Link
HR Letter
Social Details
Facebook_
LinkedIn_

Loan Agreement Details Loan agreement

Loan Number
Signed loan Agreement
Passport Size Photo

Repayment Schecule & EMI Calculato EMI Schedule

EMI 1
EMI 2
EMI 3
EMI 4
EMI 5
EMI 6

In case of Repeat customer - process will have all the fields as mentioned above with few additonal fields mentioned below

Automatic display loan Once loan is marked disbured (for both fresh
Repeat History & Repeat) it will come to Opportunity level
Loan Number
Pan Number
Disbursement Date
Loan Closing Date
Disbursed Amount
Loan Status
Payment Date
Nbfc Name
Loan Closing Agent Name
Repeat Count

Post Disbursed Marked - Collection details will available for sales

Welcome email
Loan Repayment details
Disbursed Date
Loan Tenure
EMI 1 Amount
Repayment Due Date EMI 1
EMI 2 Amount
Repayment Due Date EMI 2
EMI 3 Amount
Repayment Due Date EMI 3
Total All EMI Amount
Approval Type
ROI
Processing Fee
GST

Payment Narration
Payment Mode Dropdown
Payment Mode EMI 1
Payment Mode EMI 2
Payment Mode EMI 3
EMI paid Drop down
Payment Date
Last transaction Date
Loan closing Tenure
Loan Closure Date
Pre-close Amount
Total Applicable Interest
Amount Received
Principal Received
Interest Received
Transaction Posted Date
Transaction ID
Loan Status Dropdown
Payment Images
Cheque Used Dropdown
Loan Closing Agent Name
 Mandatory Upload option Mandatory Fields Waiver Option
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Dropdown Yes
Text box Yes Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes Yes

Prepopulated and non-editable option Upload Option Yes

Prepopulated and non-editable option Upload Option Yes

Prepopulated and editable option Yes

Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option upload option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option Yes
Prepopulated and editable option upload option Yes
Prepopulated and editable option upload option Yes
Prepopulated and editable option upload option Yes
Prepopulated and editable option
Prepopulated and editable option
Prepopulated and editable option upload option
Prepopulated and editable option
Prepopulated and editable option
Prepopulated and editable option
Prepopulated and editable option
Prepopulated and editable option upload option
Prepopulated and editable option upload option
Prepopulated and editable option upload option
Prepopulated and editable option upload option
Prepopulated and editable option upload option

text box upload option Yes Waiver Option

text box upload option Yes Waiver Option
text box upload option
text box upload option Yes
text box upload option Yes
Editable Text Area Yes
Dropdown* Yes
Editable Number Area Digit limit-20 Yes
Editable String Area Digit limit-11 Yes
Editable String Area Yes
text box upload option Yes
text box upload option Yes
text box upload option Yes Waiver Option

If selected Yes then all the details will be displayed

Dropdown*
Editable Number Area Digit limit-20
Editable String Area Digit limit-11
Editable String Area
Editable Number Area Digit limit-, Upload Option
Editable Number Area Digit limit-, Upload Option
Editable Number Area Digit limit-, Upload Option
text box upload option

YES/No upload option Yes Waiver Option

Dropdown* upload option Yes
Dropdown* upload option Yes
upload option Yes
upload option Yes
Text box upload option
Text box upload option Yes Waiver Option
Text box Link sharing option Yes
Editable Number Area Digit limit-6 & Upload OptionYes
Editable Number Area Digit limit-6 & Upload OptionYes
Editable Number Area Digit limit-6 & Upload OptionYes Waiver Option
Editable Number Area Digit limit-6 & Upload Option
Editable Number Area Digit limit-6 & Upload Option
Editable Number Area Digit limit-6 & Upload Option
Editable Number Area Digit limit-6 & Upload Option
Editable Number Area Digit limit-6 & Upload Option
Editable Number Area Digit limit-6 & Upload Option

Prepopulated and non-editable Yes

Prepopulated and non-editable View & Download Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes

Editable Text Area Yes

Editable Text Area Yes
Editable Number Area Yes
Editable Text Area Yes
Editable Text Area Yes
Editable Number Area Yes
Editable Text Area Yes
Editable Text Area Yes
Editable Number Area Yes
Editable Text Area Yes Waiver Option
Editable Text Area Yes Waiver Option
Editable Number Area Yes Waiver Option
Editable Text Area
Editable Text Area
Editable Number Area
Editable Text Area
Editable Text Area
Editable Number Area
Editable Text Area
Editable Text Area
Editable Number Area
 Yes/No Yes Waiver Option
Editable Text Area
Editable Number Area Yes Waiver Option

Editable String Area

Editable String Area Yes Waiver Option

Editable String Area Waiver Option
Yes/No

Editable String Area Link uploads

Editable String Area Link uploads

View and Downloads Automatic OCR reading will lead field displayed in the blanks

Automatic Display by Leadsquared system

uploads
uploads

Due Date EMI Amount

Disbursal date'+ 30 days According to NBFC wise
calculator Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes

additonal fields mentioned below

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display

Text box Yes

Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Yes
text box Uploads Yes
Multiple text box Yes
text box Yes
Ticket raising
Option
Ticket Option

Ticket Option
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured

Final Confirmation from MIS when any collection(welcome) disposition marked by Welcome agent or lead Owner(Sales)
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked

ead Owner(Sales)
Field Heads Fields Name
Personal Info Customer Name
Father_Name
Spouse Name
Mobile Number
Alternate Mobile Number
DOB
Email
Additional mail id
Gender
Marital Status
Residential Type
Residential Living Status
Current Residential Address
Current Address Resi Pincode
City
State
Current Residence Address Landmark
Current Address Proof
Permanent Residential Address
Permanent Address Resi Pincode
City
State
Permanent Residence Address Landmar
Permanent Address Proof

Ekyc Details
Pan Card
Aadhaar Card

Professional Info- Salaried Income Type

Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Current Designation
Current Work Experience
Total Work Experience
Salary
Salaried Income Delivery
Last Month Salary
Last 1 Month Salary
Last 2 Month Salary
 If selected self- employed then all the details will be displayed
SELF EMPLOYED Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Company Registration Date
ITR Last Year
ITR Last 1 Year
ITR Last 2 Year
Office Ownership

Pre Field Visit Docs Verification

Office Id Card
Salary slip Dropdown
Additional Income Proof
Current address proof
Permanent address proof
Customer name as per Bank
Bank Name
Bank Account Number
Salary Bank IFSC Code
Bank branch address
Salary Bank Statement
Bank Verification Document
HR Letter

Additional Bank Details

Bank Name
Bank Account Number
Bank IFSC Code
Bank branch address
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Additional Bank statement

Field Verification
Customer Live Photo
FI Home
FI Office
OSV Pan Card
OSV Aadhar Card
OSV Others
 Location
Other Documents
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Cheque 4 Number
Cheque 5 Number
Cheque 6 Number
Cheque 7 Number
Cheque 8 Number
Cheque 9 Number

Bureau Report- Approval Details

Credit Score
Cibil Report
Approval Amount
Tenure In Days/month
NBFC Name
Approval Type
Processing Fees
Rate of Interest
Gst Amount

References and HR Details

Reference 1

Reference 2

Reference 3

Reference 4

Reference 5

Reference 6

Reference 7

HR Details
Social Details
Facebook_
LinkedIn_

Loan Agreement Details Loan agreement

Loan Number
Signed loan Agreement
Passport Size Photo

Repayment Schecule & EMI Calculator EMI Schedule

EMI 1
EMI 2
EMI 3
EMI 4
EMI 5
EMI 6

In case of Repeat customer - process will have all the fields as mentioned above with few additonal fields mentioned below

Repeat History Automatic display loan Once loan is marked disbured (for both fresh & Repeat) it w
Loan Number
Pan Number
Disbursement Date
Loan Closing Date
Disbursed Amount
Loan Status
Payment Date
Nbfc Name
Loan Closing Agent Name
Repeat Count
Text box Document uploaded only View optioMandatory Fields
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes Yes

Prepopulated and non-editable option Yes, Basis on online verfication if anyYes

Prepopulated and non-editable option Yes, Basis on online verfication if anyYes

Prepopulated and non-editable option Yes

Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes, If uploaded Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes Yes
Prepopulated and non-editable option Yes Yes
Prepopulated and non-editable option Yes Yes
en all the details will be displayed
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes, if uploaded Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes, if uploaded Yes
Prepopulated and non-editable option Yes, if uploaded Yes
Prepopulated and non-editable option Yes, if uploaded Yes
Prepopulated and non-editable option Yes, if uploaded Yes
Prepopulated and non-editable option Yes, if uploaded Yes

Prepopulated and non-editable option View option Yes

Prepopulated and non-editable option View option Yes
Prepopulated and non-editable option View option
Prepopulated and non-editable option View option Yes
Prepopulated and non-editable option View option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option View option Yes
Prepopulated and non-editable option View option Yes
Prepopulated and non-editable option View option Yes

If selected Yes then all the details will be displayed

Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option View option
Prepopulated and non-editable option View option
Prepopulated and non-editable option View option
Prepopulated and non-editable option View option

YES/No View option Yes

Dropdown* View option Yes
Dropdown* View option Yes
View option Yes
View option Yes
Text box View option
Text box View option Yes
Text box View option Yes
Editable Number Area View option Yes
Editable Number Area View option Yes
Editable Number Area View option Yes
Editable Number Area View option
Editable Number Area View option
Editable Number Area View option
Editable Number Area View option
Editable Number Area View option
Editable Number Area View option

Prepopulated and non-editable Yes

Prepopulated and non-editable View Option Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes
Prepopulated and non-editable Yes

Name Prepopulated and non-editable Yes

Relation Prepopulated and non-editable Yes
Contact Number Prepopulated and non-editable Yes
Name Prepopulated and non-editable Yes
Relation Prepopulated and non-editable Yes
Contact Number Prepopulated and non-editable Yes
Name Prepopulated and non-editable Yes
Relation Prepopulated and non-editable Yes
Contact Number Prepopulated and non-editable Yes
Name Prepopulated and non-editable Yes
Relation Prepopulated and non-editable Yes
Contact Number Prepopulated and non-editable Yes
Name Prepopulated and non-editable
Relation Prepopulated and non-editable
Contact Number Prepopulated and non-editable
Name Prepopulated and non-editable
Relation Prepopulated and non-editable
Contact Number Prepopulated and non-editable
Name Prepopulated and non-editable
Relation Prepopulated and non-editable
Contact Number Prepopulated and non-editable
HR Mandatory Yes/No
HR Name Prepopulated and non-editable Yes
 HR Mobile Number Prepopulated and non-editable
Designation Prepopulated and non-editable Yes
HR Contact Number Prepopulated and non-editable
HR Email Id Prepopulated and non-editable
HR Linkedin ID Link Prepopulated and non-editable Yes
HR Letter Yes/No

Prepopulated and non-editable

Prepopulated and non-editable

Prepopulated and non-editable View Option

Prepopulated and non-editable View Option
Prepopulated and non-editable View Option
Prepopulated and non-editable View Option

Due Date EMI Amount

Disbursal date'+ 30 days According to NBFC wise calculator Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes

d above with few additonal fields mentioned below

loan is marked disbured (for both fresh & Repeat) it will come to Opportunity level
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
 Ticket raising
Waiver Option Option
Ticket raising
Ticket raising

Ticket raising

Ticket raising
Ticket raising

Ticket raising

Ticket Option

Ticket Option

Ticket Option
Ticket Option
Ticket Option

Ticket Option
Ticket Option

Ticket Option
Ticket Option

Ticket Option
Ticket Option
Personal Info
Customer Name
Father_Name
Mobile Number
Alternate Mobile Number
DOB
Email
Additional mail id
Gender
Marital Status
Residential Type
Residential Living Status
Current Residential Address
Current Address Resi Pincode
City
State
Current Residence Address Landmark
Current Address Proof
Permanent Residential Address
Permanent Address Resi Pincode
City
State
Permanent Residence Address Landmark
Permanent Address Proof

Ekyc Details
Pan Card
Aadhaar Card

Professional Info Income Type

Employed Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Current Designation
Date of Joining
Current Work Experience
Total Work Experience
Salary
Salaried Income Delivery
Last Month Salary
Last 1 Month Salary
Last 2 Month Salary
SELF EMPLOYED Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Company Registration Date
ITR Last Year
ITR Last 1 Year
ITR Last 2 Year

Pre Field Visit Docs Verification

Office Id Card
Salary slip
Additional Income Proof
Current address proof
Permanent address proof
Salary Bank Statement
Additional Bank statement
Bank Verification Document
HR Letter

Field Verification
Customer Live Photo
FI Home
FI Office
OSV Pan Card
OSV Aadhar Card
OSV Others
Location
Other Documents
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Cheque 4 Number
Cheque 5 Number
Cheque 6 Number
Cheque 7 Number
Cheque 8 Number
Cheque 9 Number

Salary account Bank Details

Customer name as per Bank
Salary Bank Name
Bank Account Number
 Salary Bank IFSC Code
Bank branch address

Additional Bank Details

Bank Name
Bank Account Number
Bank IFSC Code
Bank branch address
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number

CIBIL Report
Credit Score
CIBIL Report

Loan Details Approval Amount

Tenure In Days/month
NBFC Name
Processing Fees
Processing Fees Amount
Rate of Interest
Gst Amount
Emi amount
1st_EMI_Scheduled_date
1st EMI amount
2nd_EMI_Scheduled_date
2nd EMI amount
3rd_EMI_Scheduled_date
3rd EMI amount

Loan Number ID
Loan agreement

References and HR Details

Reference 1

Reference 2

Reference 3
 Reference 4

Reference 5

Reference 6

Reference 7

HR Details

Social Details
Facebook_
LinkedIn_

Payment Details
1st Payment date
1st Payment amount
Payment narration
2nd Payment date
2nd Payment amount
Payment narration
3rd Payment date
3rd Payment amount
Payment narration
4th Payment date
4th Payment amount
Payment narration
5th Payment date
5th Payment amount
Payment narration

Loan Repayment & CollectionDetails

Disbursed Date
Loan Tenure
EMI 1 Amount
Repayment Due Date EMI 1
EMI 2 Amount
Repayment Due Date EMI 2
EMI 3 Amount
Repayment Due Date EMI 3
 Total All EMI Amount
Approval Type
ROI
Processing Fee
GST
Collection Details
Payment Narration
Payment Mode Dropdown
Payment Mode EMI 1
Payment Mode EMI 2
Payment Mode EMI 3
Payment Mode EMI 4
Payment Mode EMI 5
Payment Mode EMI 6
EMI paid Drop down
Payment Date
Last transaction Date
Loan closing Tenure
Loan Closure Date
Pre-close Amount
Total Applicable Interest
Amount Received
Principal Received
Interest Received
Transaction Posted Date
Transaction ID
Loan Status Dropdown
Payment Images
Cheque Used Dropdown
Cheque Depositing Date
Cheque Bounce Date
MEMO Date
Cheque Amount
Penaltity Starting Date
Penality Amount
NOC Required
Settlement Letter required
Loan Closing Agent Name
Email Integration

NOC Letter
Settlement letter
Demand Notice

Legal Notice Details Legal Notice

Legal Notice attachment
Notice date
Notices
Reason of Notice

Note:-
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable

Prepopulated and not editable View Option

Prepopulated and not editable View Option

Prepopulated and not editable

Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option

Prepopulated and not editable View Option

Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option

Prepopulated and not editable View Option

Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*
Prepopulated and not editable View Option Dropdown*

Prepopulated and not editable

Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable

Prepopulated and not editable

Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable View Option
Prepopulated and not editable View Option
Prepopulated and not editable View Option

Prepopulated and not editable

Prepopulated and not editable View Option

Prepopulated and not editable

Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable
Prepopulated and not editable

Prepopulated and not editable

View Option

Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Relation
Contact Number
Name
Contact Number
Email ID

Prepopulated and not editable

Prepopulated and not editable

Ticketing option
Date format
Editable Number Area upload option
Editable String Area Payment Mode Dropdown
Date format
Editable Number Area upload option
Editable String Area Payment Mode Dropdown
Date format
Editable Number Area upload option
Editable String Area Payment Mode Dropdown
Date format
Editable Number Area upload option
Editable String Area Payment Mode Dropdown
Date format
Editable Number Area upload option
Editable String Area Payment Mode Dropdown

Automatic Display Yes

Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display

Editable text box Yes

Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area
Editable Number Area
Editable Number Area
Editable Number Area Yes
Date format Yes
Date format Yes
Editable Number Area Yes
Date format Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Yes
Date format

Date format
Editable Number Area
Yes/NO
Yes/NO
Editable Number Area

Yes/No

Multiple attachments
Dropdown*

Dropdown*
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields

Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Mandatory fields
Payment closing Agent (Prepopulated and not editable)

Payment closing Agent (Prepopulated and not editable)

Payment closing Agent (Prepopulated and not editable)

Payment closing Agent (Prepopulated and not editable)

Payment closing Agent (Prepopulated and not editable)

Final Confirmation from MIS when marked disbured

Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured

Final Confirmation from MIS when any collection(welcome) disposition marked by Welcome agent or lead Owner(Sales)
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked

ent or lead Owner(Sales)
Personal Info Customer Name
Father_Name
Spouse Name
Mobile Number
Alternate Mobile Number
DOB
Email
Additional mail id
Gender
Marital Status
Residential Type
Residential Living Status
Current Residential Address
Current Address Resi Pincode
City
State
Current Residence Address Landmark
Current Address Proof
Permanent Residential Address
Permanent Address Resi Pincode
City
State
Permanent Residence Address Landmark
Permanent Address Proof

Ekyc Details
Pan Card
Aadhaar Card

Professional Info- Salaried Income Type

Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Current Designation
Current Work Experience
Total Work Experience
Salary
Salaried Income Delivery
Last Month Salary
Last 1 Month Salary
Last 2 Month Salary
 If selected self- employed then all the details will be displayed
SELF EMPLOYED Company Name
Company Type
Office address
Office pincode
Office mail id
City
State
Company Registration Date
ITR Last Year
ITR Last 1 Year
ITR Last 2 Year
Office Ownership

Pre Field Visit Docs Verification

Office Id Card
Salary slip Dropdown
Additional Income Proof
Current address proof
Permanent address proof
Customer name as per Bank
Bank Name
Bank Account Number
Salary Bank IFSC Code
Bank branch address
Salary Bank Statement
Bank Verification Document
HR Letter

Additional Bank Details

Bank Name
Bank Account Number
Bank IFSC Code
Bank branch address
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Additional Bank statement

Field Verification
Customer Live Photo
FI Home
FI Office
OSV Pan Card
OSV Aadhar Card
OSV Others
 Location
Other Documents
Cheque 1 Number
Cheque 2 Number
Cheque 3 Number
Cheque 4 Number
Cheque 5 Number
Cheque 6 Number
Cheque 7 Number
Cheque 8 Number
Cheque 9 Number

Bureau Report- Approval Details

Credit Score
Cibil Report
Approval Amount
Tenure In Days/month
NBFC Name
Approval Type
Processing Fees
Rate of Interest
Gst Amount

References and HR Details

Reference 1 Name
Relation
Contact Number
Reference 2 Name
Relation
Contact Number
Reference 3 Name
Relation
Contact Number
Reference 4 Name
Relation
Contact Number
Reference 5 Name
Relation
Contact Number
Reference 6 Name
Relation
Contact Number
Reference 7 Name
Relation
Contact Number
HR Mandatory
HR Details HR Name
 HR Mobile Number
Designation
HR Contact Number
HR Email Id
HR Linkedin ID Link
HR Letter

Social Details
Facebook_
LinkedIn_

Loan Agreement Details Loan agreement

Loan Number
Signed loan Agreement
Passport Size Photo

Repayment Schecule & EMI Calculator EMI Schedule

EMI 1
EMI 2
EMI 3
EMI 4
EMI 5
EMI 6

In case of Repeat customer - process will have all the fields as mentioned above with few additonal fields mentioned below

Repeat History Automatic display loan Once loan is marked disbured (for both fresh & Repeat)
Loan Number
Pan Number
Disbursement Date
Loan Closing Date
Disbursed Amount
Loan Status
Payment Date
Nbfc Name
Loan Closing Agent Name
Repeat Count

Post Disbursed Marked - Collection details will available for sales

Welcome Email

Loan Repayment & CollectionDetails

Disbursed Date
Loan Tenure
EMI 1 Amount
 Repayment Due Date EMI 1
EMI 2 Amount
Repayment Due Date EMI 2
EMI 3 Amount
Repayment Due Date EMI 3
Total All EMI Amount
Approval Type
ROI
Processing Fee
GST
Collection Details
Payment Narration
Payment Mode Dropdown
Payment Mode EMI 1
Payment Mode EMI 2
Payment Mode EMI 3
Payment Mode EMI 4
Payment Mode EMI 5
Payment Mode EMI 6
EMI paid Drop down
Payment Date
Last transaction Date
Loan closing Tenure
Loan Closure Date
Pre-close Amount
Total Applicable Interest
Amount Received
Principal Received
Interest Received
Transaction Posted Date
Transaction ID
Loan Status Dropdown
Payment Images
Cheque Used Dropdown
Cheque Depositing Date
Cheque Bounce Date
MEMO Date
Cheque Amount
Penaltity Starting Date
Penality Amount
NOC Required
Settlement Letter required
Loan Closing Agent Name
Email Integration

NOC Letter
Settlement letter
Demand Notice
Legal Notice Details Legal Notice
Legal Notice attachment
Notice date
Notices
Reason of Notice

Note:-
 Mandatory
Mandatory Upload /View oFields
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
upload option Yes

Prepopulated and non-editable option Upload Option Yes

Prepopulated and non-editable option Upload Option Yes

Prepopulated and non-editable option Yes

Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
all the details will be displayed
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option upload option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option

Prepopulated and non-editable option upload option Yes

Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Digit limit-20 Yes
Prepopulated and non-editable option Digit limit-11 Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes

If selected Yes then all the details will be displayed

Prepopulated and non-editable option
Prepopulated and non-editable option Digit limit-20
Prepopulated and non-editable option Digit limit-11
Prepopulated and non-editable option
Prepopulated and non-editable option Digit limit-, Upload Option
Prepopulated and non-editable option Digit limit-, Upload Option
Prepopulated and non-editable option Digit limit-, Upload Option
Prepopulated and non-editable option upload option

Prepopulated and non-editable option upload option Yes

Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option upload option
Prepopulated and non-editable option upload option Yes
Prepopulated and non-editable option Link sharing option Yes
Prepopulated and non-editable option Digit limit-6 & Upload Opt Yes
Prepopulated and non-editable option Digit limit-6 & Upload Opt Yes
Prepopulated and non-editable option Digit limit-6 & Upload Opt Yes
Prepopulated and non-editable option Digit limit-6 & Upload Option
Prepopulated and non-editable option Digit limit-6 & Upload Option
Prepopulated and non-editable option Digit limit-6 & Upload Option
Prepopulated and non-editable option Digit limit-6 & Upload Option
Prepopulated and non-editable option Digit limit-6 & Upload Option
Prepopulated and non-editable option Digit limit-6 & Upload Option

Prepopulated and non-editable option Yes

Prepopulated and non-editable option View & Download Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes

Prepopulated and non-editable option Yes

Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option Yes
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option Yes
 Prepopulated and non-editable option
Prepopulated and non-editable option Yes
Prepopulated and non-editable option
Prepopulated and non-editable option
Prepopulated and non-editable option Yes
Prepopulated and non-editable option

Editable String Area Link uploads

Editable String Area Link uploads

View and Downloads Automatic OCR reading will lead field displayed in the blanks
Automatic Display by Leadsquared system
uploads
uploads

Due Date EMI Amount

Disbursal date'+ 30 days According to NBFC wise
calculator Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes
Disbursal date'+ 30 days Yes

ve with few additonal fields mentioned below

an is marked disbured (for both fresh & Repeat) it will come to Opportunity level
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

Automatic Display Yes

Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display Yes
Automatic Display

Editable text box Yes

Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area
Editable Number Area
Editable Number Area
Editable Number Area Yes
Date format Yes
Date format Yes
Editable Number Area Yes
Date format Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Yes
Editable Number Area Uploads Yes
Editable Number Area Yes
Yes
Date format

Date format
Editable Number Area
Yes/NO
Yes/NO
Editable Number Area
Yes/No

Multiple attachments
Dropdown*

Dropdown* Separate sheet attached for dropdown

Waiver Option Ticket raising Option
Waiver Option
Waiver Option

Waiver Option

Waiver Option
Waiver Option

Waiver Option

Ticket Option

Ticket Option

Waiver Option
Waiver Option
Waiver Option

Waiver Option
 Waiver Option

Waiver Option
Waiver Option

ll lead field displayed in the blanks

Final Confirmation from MIS when marked disbured

Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured
Final Confirmation from MIS when marked disbured

Final Confirmation from MIS when any collection(welcome) disposition marked by Welco
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked
Final Confirmation from MIS when any collection disposition marked

Final Confirmation from MIS when any collection disposition marked

or dropdown
) disposition marked by Welcome agent or lead Owner(Sales)
Gender Male
Female

Marital Status Single

Married
Divorced
Widow

Residential Type Owned

Rented
others

Residential Living Status Family

Friends
Single
Relative
Others

Income Type Salaried

Self Employed

Salaried Income Delivery Transfer to Bank

Cash
Cheque

FI Home Positive
Negative

FI Office Positive
Negative

Company Type Private Limited

Public Limited
Sole Proprietorship
LLP
Partnership
Others

Current Address Proof Aadhar card

Driving License
Gas Bill
Passport
Postpaid mobile bill
Rent agreement
Utility Bill
Voting Card
 Others

Permanent Address Proof Aadhar card

Driving License
Gas Bill
Passport
Postpaid mobile bill
Rent agreement
Utility Bill
Voting Card
Others

Loan Status Approved

Not Approved

NBFC Name Bhawana Capital Private Limited

RNVP Technology Pvt Ltd
Akara Capital Advisors Pl Def Colony
Sabharwal Finance and estates Pvt Ltd

Approval Type 3% per Month

.5%per day
.75% per day
others

State Andhra Pradesh

Arunachal Pradesh
Assam
Bihar
Chhattisgarh
Delhi
Goa
Gujarat
Haryana
Himachal Pradesh
Jharkhand
Karnataka
Kerala
Madhya Pradesh
Maharashtra
Manipur
Meghalaya
Mizoram
Nagaland
Odisha
 Others
Rajasthan
Sikkim
Tamil Nadu
Telangana
Tripura
Uttar Pradesh
Uttarakhand
West Bengal
Others

Bank Name Bank of Baroda

Bank of India
Bank of Maharashtra
Canara Bank
Central Bank of India
Indian Bank
Indian Overseas Bank
Punjab & Sind Bank
Punjab National Bank
State Bank of India
UCO Bank
Union Bank of India
Axis Bank Ltd.
Bandhan Bank Ltd.
CSB Bank Ltd.
City Union Bank Ltd.
DCB Bank Ltd.
Dhanlaxmi Bank Ltd.
Federal Bank Ltd.
HDFC Bank Ltd
ICICI Bank Ltd.
Induslnd Bank Ltd
IDFC First Bank Ltd.
Jammu & Kashmir Bank Ltd.
Karnataka Bank Ltd.
Karur Vysya Bank Ltd.
Kotak Mahindra Bank Ltd
Nainital Bank Ltd.
RBL Bank Ltd.
South Indian Bank Ltd.
Tamilnad Mercantile Bank Ltd.
YES Bank Ltd.
IDBI Bank Ltd.
Au Small Finance Bank Limited
Capital Small Finance Bank Limited
Equitas Small Finance Bank Limited
Suryoday Small Finance Bank Limited
Ujjivan Small Finance Bank Limited
Utkarsh Small Finance Bank Limited
ESAF Small Finance Bank Limited
Fincare Small Finance Bank Limited
Jana Small Finance Bank Limited
North East Small Finance Bank Limited
Shivalik Small Finance Bank Limited
Unity Small Finance Bank Limited
India Post Payments Bank Limited
Fino Payments Bank Limited
Paytm Payments Bank Limited
Airtel Payments Bank Limited
Andhra Pragathi Grameena Bank
Andhra Pradesh Grameena Vikas Bank
Arunachal Pradesh Rural Bank
Aryavart Bank
Assam Gramin Vikash Bank
Bangiya Gramin Vikas Bank
Baroda Gujarat Gramin Bank
Baroda Rajasthan Kshetriya Gramin Bank
Baroda UP Bank
Chaitanya Godavari Grameena Bank
Chhattisgarh Rajya Gramin Bank
Dakshin Bihar Gramin Bank
Ellaquai Dehati Bank
Himachal Pradesh Gramin Bank
J&K Grameen Bank
Jharkhand Rajya Gramin Bank
Karnataka Gramin Bank
Karnataka Vikas Grameena Bank
Kerala Gramin Bank
Madhya Pradesh Gramin Bank
Madhyanchal Gramin Bank
Maharashtra Gramin Bank
Manipur Rural Bank
Meghalaya Rural Bank
Mizoram Rural Bank
Nagaland Rural Bank
Odisha Gramya Bank
Paschim Banga Gramin Bank
Prathama UP Gramin Bank
Puduvai Bharathiar Grama Bank
Punjab Gramin Bank
Rajasthan Marudhara Gramin Bank
Saptagiri Grameena Bank
Sarva Haryana Gramin Bank
Saurashtra Gramin Bank
Tamil Nadu Grama Bank
Telangana Grameena Bank
Tripura Gramin Bank
Utkal Grameen bank
Uttar Bihar Gramin Bank
Uttarakhand Gramin Bank
Uttarbanga Kshetriya Gramin Bank
Vidharbha Konkan Gramin Bank
AB Bank Ltd.
Abu Dhabi Commercial Bank Ltd.
American Express Banking Corporation
Australia and New Zealand Banking Group Ltd.
Barclays Bank Plc.
Bank of America
Bank of Bahrain & Kuwait BSC
Bank of Ceylon
Bank of China
Bank of Nova Scotia
BNP Paribas
Citibank N.A.
Cooperatieve Rabobank U.A.
Credit Agricole Corporate & Investment Bank
Credit Suisse A.G
CTBC Bank Co., Ltd.
DBS Bank India Limited
Deutsche Bank
Doha Bank Q.P.S.C
Emirates Bank NBD
First Abu Dhabi Bank PJSC
FirstRand Bank Ltd
HSBC Ltd
Industrial & Commercial Bank of China Ltd.
Industrial Bank of Korea
J.P. Morgan Chase Bank N.A.
JSC VTB Bank
KEB Hana Bank
Kookmin Bank
Krung Thai Bank Public Co. Ltd.
Mashreq Bank PSC
Mizuho Bank Ltd.
MUFG Bank, Ltd.
NatWest Markets Plc
PT Bank Maybank Indonesia TBK
Qatar National Bank (Q.P.S.C.)
Sberbank
SBM Bank (India) Limited
Shinhan Bank
Societe Generale
Sonali Bank Ltd.
 Standard Chartered Bank
Sumitomo Mitsui Banking Corporation
United Overseas Bank Ltd
Woori Bank
Others

Blacklisting Drop down Abusive Conduct from Customer

Threat given from Customer
Complaint registered in Police/RBI
Payment by Cheque
Default more than 90 days
Settled Payment
Rejected by Decision Engine
Not traceable
Others

EMI Dropdown EMI 1 Partial

EMI 1 Closed
EMI 2 Partial
EMI 2 closed
EMI 3 Partial
EMI 3 Closed
EMI 4 Partial
EMI 4 closed
EMI 5 Partial
EMI 5 Closed
EMI 6 Partial
EMI 6 closed
All Closed

Loan Status Pending

Closed
Partial
Settled
Pre-close
Delay & Preclose
Delayed & Closed

Payment Mode Dropdown UPI

Account Transfer (IMPS)
Account Transfer (NEFT)
Cash Depoist by Executive
Cash Depoist by Customer
Cheque
Payment Remarks Follow-up Salary not
Follow-up Medical issue
Follow-up call back later
Follow-up Ringing
Follow-up Not Reachable
Follow-up Promise to pay
Follow-up Switch off
Follow-up
Asconder
Not Ready to pay
Others Remarks mandatory, if others s
Currently unempolyed Calender

Reason of Notice(Drop down) Signature Mismatch on Cheque

Cheque bounce due insufficient amount
Cheque stopped by Drawer
Others Remarks mandatory, if others s

FI Mandatory Drop down Home FI

Office FI
Both FI

Salary Slip Dropdown Current Month

Last Month
Previous to last Month

Cheque used Drop Down Cheque 1

Cheque 2
Cheque 3
Cheque 4
Cheque 5
Cheque 6
Cheque 7
Cheque 8
 Uploads Remarks in every disposition
Medical issue Remarks in every disposition
call back later Remarks in every disposition
Remarks in every disposition
Not Reachable Remarks in every disposition
Promise to pay Remarks in every disposition

Remarks mandatory, if others selected

Remarks mandatory, if others selected

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Automatic numbering by LS system in cases of repeat customer
Automatic loan number generation NBFC wise by system
Ticket raising option
Ticket resolution should be within 30 mins once the ticket has been raised.
After case disburse to customer from thir party they will share the disburse details which will be updated automatic and re-ch
Email automations at all stages
After 6 Months if repeat customer is coming then lead will go to Credit approval team for new new loan approval
Automation in case of bhawana after 5 days grace triggering of EMI calulation
If- collection update FI Mandatory then automation
* If Collection updates FI Mandatory then automatically in the next loan(Repeat FI will be compulsary)- Waiver option to be gi
Waiver from Admin in every mandatory options
Related lead shoud have Repeat count Display
Third party Integration with finbit, Digitap, NSDL, Payment gateways