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Total Applications
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Docs Pending
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Docs Received
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Under Review
Monthly Applications
Product Mix
🕐 Recent Applications
| ID | Name | Mobile | Product | Doc Status | App Status | Date | Action |
|---|---|---|---|---|---|---|---|
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📋 All Applications
| Customer ID | Name | Mobile | Product | Doc Status | App Status | Advisor | Date | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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📁 Document Repository
All documents are stored in Google Drive under: KG Finvest Documents → Year → Product → Customer ID
| Customer ID | Document | File Name | Required | Status | Uploaded | Drive Link |
|---|---|---|---|---|---|---|
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🎁 Cashback Campaign — Module 18
● Active Campaign
Up to ₹25 Lakhs
₹3,000
₹25L – ₹50 Lakhs
₹5,000
₹50L – ₹75 Lakhs
₹7,500
Above ₹75 Lakhs
₹10,000
⚠ Compliance Rules: Never promise guaranteed cashback before loan disbursement.
Always communicate: "Cashback is subject to successful loan disbursement, lender payout, and applicable campaign terms."
Products eligible: Home Loan, Home Loan Balance Transfer, Loan Against Property.
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Total Eligible
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Pending Approval
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Approved
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Paid Out
📊 Cashback Register
| Customer ID | Name | Loan Type | Loan Amount | Disbursement Date | Cashback Eligible | Amount | Approval Status | Payment Date | Actions |
|---|---|---|---|---|---|---|---|---|---|
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➕ Record Disbursement & Trigger Cashback
When a loan is disbursed, enter the details below. The system will calculate cashback, update the register, send admin alert, and notify the customer.
🧠 AI Advisory Reports — Loan Applications
⭐ Priority Products: Home Loan, Mortgage Loan (LAP), Home Loan Balance Transfer, and Home Loan Top-Up are shown first and highlighted — these carry the highest business value and cashback eligibility.
Full AI credit assessment reports for all loan applications that submitted financial details. Click View Report on any row to see the complete analysis.
| Priority | Customer ID | Name | Product | Income | CIBIL | FOIR | Loan Req. | Date | Report |
|---|---|---|---|---|---|---|---|---|---|
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⚙ Product Workflows
Workflow tasks are auto-created on application submission based on product type.
| Workflow ID | Customer | Product | Task Type | Status | Assigned To | Created |
|---|---|---|---|---|---|---|
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🔐 Admin Users
| Name | Username | Role | Status | Action |
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🔧 System Settings
GAS URL is saved in your browser. All API calls go to your deployed Google Apps Script.