Slides shown as a side-scrolling carousel on every customer's dashboard. For announcements & news — not ads. Active slides within their date window appear, ordered by sort order.
Customer reviews shown in "What our customers say" on the Home screen. The app displays two per day, rotating automatically — a review must be both Approved and Active to appear. Changes go live without an app release.
Build named groups of customers for targeted push and announcements. Add members by phone or upload an Excel / CSV with phone + name columns. Phones that don't match an existing customer are stored but marked unmatched — they won't receive a push.
Operational + vendor-plumbing metrics. Used by ops / engineering to spot integration issues. Not shown on the main Dashboard because the director only needs business signal there.
| Locker # | Type | Unit | Size | Annual Rent (+18% GST) | Deposit | Status | Tenant | Actions |
|---|---|---|---|---|---|---|---|---|
| Name | Phone | Locker | Rent (Annual) (+18% GST) | Lease End | BG Status | Created By |
|---|---|---|---|---|---|---|
| Receipt | Tenant | Locker | Period | Amount | Method | Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Tenant | Locker | Visit Date | Time (In – Out) | Purpose | Notes | Actions |
|---|---|---|---|---|---|---|
| Tenant | Aadhaar | PAN | Nominee | KYC Docs | Status | Actions |
|---|---|---|---|---|---|---|
| Date | Tenant | Branch | Document | File | Status | Actions |
|---|---|---|---|---|---|---|
data/backups/ so it can always be rolled back.
Advanced / legacy backup tools
| Name | Location | Phone | Manager | Created | Actions |
|---|---|---|---|---|---|
| Name | Username | Role | Branch | Actions |
|---|---|---|---|---|
Portfolio · applications · disbursals · servicing · collections · closures · charges · config · vendors & ops · reports.
Book size, disbursals, collections, DPD & NPA — at a glance.
Every disbursed loan. Filter by status, DPD bucket, NPA stage or branch; click a row for the full ledger.
EMI calendar, bounces, overdue accounts, and manual repayment entry.
Closed loans, NOC issued, cooling-off window, and foreclosure status.
Vendor health, sync-queue status, and the LMS webhook log.
Portfolio summary, disbursals, collections, and DPD aging as Excel downloads.
Versioned, effective-dated product configuration. Money-affecting domains (rate cards / BRE / fees) are maker-checker controlled per Rule 0.
Configure every personal-loan charge and its GST. These feed the loan offer, the Key Facts Statement, and receipts — nothing is hardcoded. Add as many charges as you need.
Phone numbers of everyone who has logged in, with their last login and how many times. Search by phone below.
Customers who finished their personal-loan journey and are waiting for funds. Download a NEFT sheet, upload it to the bank, then mark each loan disbursed (or upload the UTR results).
Reconciliation view of every self-signup payment, mandate, KYC attempt, and gold member. Placeholder rows can be manually cleared once verified offline.
Every Gold Savings Scheme member with grams accumulated, today's value, mandate state and full installment ledger. Filter and export for monthly reconciliation.
Define the gold schemes customers can subscribe to. Each row controls frequency, minimum installment, tenure and the maturity model (rupee corpus vs gram accumulation — config-driven per the blueprint).
Manage NCD and Gold scheme options shown to prospects on the enquiry form. Changes reflect immediately for new enquiries.
| Product | Scheme Name | Description | Order | Active | Actions |
|---|---|---|---|---|---|
| Loading… | |||||
Every alert sent by Dhanamfin (new investments, payments, chats, appointments, etc.) goes to all addresses listed here plus the primary address in the server config. Add or remove recipients without touching the server.
GST @ 18% (CGST 9% + SGST 9%) applies to locker rent only. The deposit is refundable and GST-free.
| Name | Variant | Lockers/Unit | Unit Dimensions (HxWxD in) | Locker Dimensions (HxWxD in) | Volume (L) | Auto-Size | Annual Rent | Deposit | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
Appointments
All appointments
| Date | Time | Branch | Tenant | Phone | Locker | Purpose | Booked By | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Tenant | Phone | Branch | Locker | Lease End | Status | Actions |
|---|---|---|---|---|---|---|
| Date | Branch | Type | Period | Amount | Status | Method | Receipt |
|---|---|---|---|---|---|---|---|
| Date | Customer | Phone | From Branch | To Branch | Locker Size | Status | Actions |
|---|---|---|---|---|---|---|---|
| Date | Customer | Branch | Satisfaction | NPS | Details |
|---|---|---|---|---|---|
Customer 360
| Ticket No | Customer | Branch | Subject | Priority | Status | SLA | Assigned | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| Date | Name | Phone | Size / Scheme | Branch | Follow-up | Source | Created By | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Proposal No | Name | Phone | Requested | Band | BRE Decision | Sanctioned | Rate | EMI | Status | Applied | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|