TC Loan Application System
Loan Processing & Management System
Comprehensive personal, business, and refinance loan application system with custom process flow and document management.
Overview
About this project
A comprehensive loan application agency system designed to systematically process loan submissions from customers, upload documents, enter financial information, automatically calculate loan eligibility, and route the application to related banks and bankers. The system streamlines the entire loan application workflow.
What We Delivered
Key features & capabilities
Multiple Roles Management
Role-based access for agents, managers, and bank officers.
Complex Process Flow
Custom multi-step workflow for loan application processing.
Email Notifications
Automated email notifications at each stage of the loan process.
Eligibility Calculation
Formula-based automatic calculation of loan eligibility criteria.
Export to CSV & PDF
Report generation and data export in CSV and PDF formats.
Status Progress Monitoring
Real-time tracking of application status through each stage.
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