Every case, every lender, every document — in one place
Loan Broking
Loan broking means juggling parallel processes with different lenders on every case. NeoCRM keeps each case's documents, lender status, and disbursement progress together, so nothing falls through the cracks between handoffs.
Built for: Loan brokers and DSAs managing multiple lender relationships
A case is split across three lender portals, a WhatsApp thread, and a folder of scanned documents — and nobody's quite sure which lender is waiting on what.
Every lender's status, every document, and every pending item sits on one case record the whole team can see, so a handoff between brokers doesn't lose context.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Case pipeline
8 stages in total, including the two exception states a case can exit into at any point.
Everything inside the Loan Broking module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Case pipeline
- 8-stage pipeline from lead through document collection, application, review, sanction, and disbursal — or rejected / on hold
- Table and kanban queue views, with cases grouped into unassigned, customer-pending, bank-pending, and closed buckets
- CIBIL score, requested vs. approved amount, interest rate, and separate preferred-bank vs. approved-bank fields on every case
- Duplicate-case detection when a new application comes in for a customer with an existing active case
- Loan type coverage across 10 categories: personal, home, LAP, business, education, vehicle, gold, working capital, overdraft, and balance transfer
Lender & commission management
- A full lender directory — branch, contact person, active/inactive status — used as the source for every bank picker on a case
- One commission record per case: percent or fixed rate, computed payout amount, and status (pending/invoiced/paid/hold)
- Commission entries link directly into the Finance module's invoices and ledger, not a separate spreadsheet
Team operations
- Manager snapshot — overdue and due-today follow-ups, unassigned cases, sanctioned-but-not-disbursed count, payouts on hold
- Per-assignee workload leaderboard: open cases, overdue count, sanctioned count, approved volume, and disbursal rate
- A typed activity trail on every case — stage transitions, notes, and a 6-status follow-up workflow with next-follow-up scheduling
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