Sign in to your auto finance workspace
| Customer | Vehicle | Lead Date | Requested Loan | Approved Amt | Dealer/Partner | Branch | Status | Documents Status | Remarks | Manage |
|---|
| Issue | Customer | Mobile | Vehicle No. | Lead Status | Details |
|---|---|---|---|---|---|
| Scan start karne ke liye Refresh Scan dabayein. | |||||
| Priority | Suggested Action | Customer | Mobile | Status | Follow-up | Action |
|---|---|---|---|---|---|---|
| Workflow scan loading... | ||||||
| Customer | Vehicle & Financier | Disbursed Date | Approved Amt | Disbursed Amt | Customer Hold Amt | Reason for Hold | Hold Remarks | Hold Status | RTO Charges | RTO Process Status | Action |
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| Dealer / Partner | Customer Name | Vehicle Model | File Status | Approved Loan | Disbursed Loan | Dealer Cut / Payable (₹) | Manage |
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| Customer | Financier | Dealer/Partner | Disbursed Date | Approved Amt (Base) | Comm Rate | Gross Payout | Dealer Cut | Net Earning | Payout Status | Action |
|---|
| Customer | Mobile & Action | Loan Amount | Status | Follow-up Date | Latest Remarks & Date | Action |
|---|
Apna individual payout password ya admin ka universal password enter karein.
Update your login password securely:
List of saved sourcing partners:
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| Software Subscription Particulars | Amount (₹) |
|---|---|
| Heritage FinTech Core - Multi-Tenant Monthly SaaS License Rent | ₹0 |
| Cloud Database Storage & Realtime Firebase Sync Support | Included (Free) |
| TOTAL RENT PAYABLE DUE | ₹0 |
Amount in Words: Rupees Zero Only
* Note: Please make your monthly rent payment via UPI / Bank Transfer before the expiry date to avoid automatic account suspension. Thank you for your business!
| Customer Name | Vehicle | Lead Date | Status | Approved Loan | Disbursed Loan | Dealer / Sourcing |
|---|---|---|---|---|---|---|
| TOTAL APPROVED VOLUME: | ₹0 | ₹0 | ||||
| Customer Name | Vehicle Model | Status | Approved Amt | Disbursed Amt | Dealer Cut (₹) |
|---|---|---|---|---|---|
| TOTAL PAYABLE COMMISSION TO DEALER: | ₹0 | ||||
| Payment Particulars & Deductions | Amount (₹) |
|---|---|
| Sanctioned / Approved Loan Amount | ₹0 |
| Less: Bank Charges / Processing Deductions | ₹0 |
| Gross Disbursed Loan Amount | ₹0 |
| Less: RTO Passing, Fitness & Registration Charges | ₹0 |
| NET PAYABLE TO DEALER | ₹0 |
Net Payable in Words: Rupees Zero Only
* This document authorizes the dealership to deliver the above mentioned vehicle to the customer. All bank deduction and RTO registration charges have been factored as per advice. Hypothecation must be endorsed in favor of the financier bank.
Estimate only. Actual EMI may vary due to lender terms, fees, insurance, and rounding.
Indicative estimate only, not lender approval. Actual eligibility depends on lender policy, credit profile, income verification, fees, and other obligations.
Lead-wise checklist, Pending/Received status aur remarks.
PDF, JPG/JPEG, PNG, WEBP, Word, Excel, TXT aur CSV files (max 15 MB/file). “Aadhaar Card” aur “Other” category mein multiple files ek saath select kar sakte hain. Upload pehle Firebase Cloud mein save hoga; cloud upload fail hone par file isi device/browser ke local storage mein save ho sakti hai. Local files doosre device par sync nahi hoti. Share checkbox optional hai: agar koi checkbox select nahi hai to sabhi uploaded documents share ke liye select honge. Share mein ek file original format mein jaayegi; multiple files ZIP ban kar share hongi. Agar device file-sharing support nahi karta, file/ZIP download hogi. Cloud access Firebase Storage rules aur permissions par depend karta hai.
Staff, branches, lead assignment, reports aur permissions ek hi control center mein.
Standard: profile, contact, active status. Advanced: role, branch, access overview.
Staff login ID/password aur feature access yahin manage hoga. Password edit karte waqt blank chhodne par existing password same rahega.
Standard: branch profile, contact, active status. Advanced: staff mapping and branch-wise lead allocation.
Standard: lead status and follow-up are available in the CRM. Advanced: assign a lead to staff/branch and export the filtered list.
Basic: pipeline and disbursement summaries. Advanced: date range, status, branch/staff filters and detailed CSV export.
Standard roles + detailed module permissions. Saved as a role-policy configuration. Important: client-side settings alone are not a security boundary; server-side rules must enforce them.
| Module / Action | Administrator | Manager | Sales Executive | Viewer |
|---|