Dashboard

Loan pipeline overview for March 2026

247
Total Leads
38
New
89
In Process
52
Approved
41
Disbursed
27
Rejected

💰 Amount Summary

Total Applied
₹4.2 Cr
Disbursed
₹1.8 Cr
Conversion Rate
42.8%

📈 Pipeline Status

New
38₹38L
Contacted
51₹51L
Docs Pending
28₹28L
Processing
44₹66L
Sent to Bank
22₹44L
Bank Approved
33₹99L
Disbursed
41₹1.8Cr

🧑‍💼 Marketing Staff Performance

Rajesh K.34
Priya M.28
Arun S.41
Deepa R.22
Vikram T.19
Lakshmi N.31
Suresh P.17
Kavitha J.25

Leads

247 total leads across all loan types

CustomerPhoneLoan TypeAmountStatusAssignedDocs
Rahul Sharma9876543210Unsecured Business₹5,00,000NewRajesh K.3
Meera Patel9123456789Housing Loan₹35,00,000ProcessingPriya M.8
Arun Kumar8765432109Car Loan₹8,50,000Bank ApprovedArun S.6
Deepa Reddy7654321098Personal Loan₹2,00,000DisbursedVikram T.5
Sanjay Verma6543210987Secured Business₹15,00,000Docs PendingDeepa R.2
Kavitha Iyer5432109876Unsecured Business₹3,50,000Sent to BankLakshmi N.7
Vikram Singh4321098765Housing Loan₹42,00,000RejectedSuresh P.4
Lakshmi Nair3210987654Car Loan₹6,00,000NewKavitha J.0

Rahul Sharma

New

Lead Details

Name
Rahul Sharma
Phone
9876543210
Email
rahul@example.com
Loan Type
Unsecured Business
Amount
₹5,00,000
Purpose
Working Capital
Source
Walk-in
Assigned To
Rajesh K.
Created
Mar 20, 2026
Notes
Customer interested in quick processing. Has good CIBIL score (750+). GST-registered business, 2 years running.
Pan Card
rahul_pan.jpg
Mar 20, 2026
Aadhar Card
rahul_aadhar.pdf
Mar 20, 2026
GST Certificate
rahul_gst.pdf
Mar 21, 2026
Bank Submissions (2)
HDFC Bank
Contact: Mr. Menon · @9.5% / 48mo · hdfc.loan@hdfc.com
Pending
ICICI Bank
Contact: Ms. Rao · @10.2% / 36mo · icici.corp@icici.com
Approved
NEW → CONTACTED
Rajesh K. · Mar 20, 2026 10:30 AM
Called customer, interested in UBL for ₹5L
CONTACTED → NEW
Admin · Mar 20, 2026 11:00 AM
Reset to new for reassignment

Staff

8 marketing team members

NameEmailMobileRoleDesignationStatus
Rajesh Kumarrajesh@jsfinserv.com9876500001MarketingTeam LeadActive
Priya Mehtapriya@jsfinserv.com9876500002MarketingSr. ExecutiveActive
Arun Sharmaarun@jsfinserv.com9876500003MarketingExecutiveActive
Deepa Reddydeepa@jsfinserv.com9876500004MarketingExecutiveActive
Vikram Thakurvikram@jsfinserv.com9876500005MarketingJr. ExecutiveActive
Lakshmi Nairlakshmi@jsfinserv.com9876500006MarketingExecutiveActive
Suresh Pillaisuresh@jsfinserv.com9876500007MarketingExecutiveActive
Kavitha Jayaramkavitha@jsfinserv.com9876500008MarketingJr. ExecutiveActive

Banks

6 partner banks configured

Bank NameContact PersonEmailPhoneStatus
HDFC BankMr. Menonhdfc.loan@hdfc.com044-22221111Active
ICICI BankMs. Raoicici.corp@icici.com044-33332222Active
SBIMr. Iyersbi.sme@sbi.co.in044-44443333Active
Axis BankMrs. Guptaaxis.lending@axis.com044-55554444Active
Kotak MahindraMr. Shahkotak.biz@kotak.com044-66665555Active
Bajaj FinservMs. Kapoorbajaj.sme@bajaj.com044-77776666Inactive