TC Loan Application System
A comprehensive loan application agency system which is designed to systematically process loan submission from customer, upload documents, enter financial information, automatically calculate loan eligibility and route the application to related banks and bankers.
Loan application
Personal Loan
Business Loan
Refinance
All in one system
Loan application flow
Submit documents
Calculate loan eligibility
what we've done
roles
+ multiple roles management
Role setting for each users to expose to different process flow like document verification, document upload, approval, and acknowledgement etc.
process
+ complex process flow
Complex stages involving different roles like admin review, manager approval, pre-assessment, file submission and final approval.
+ email notification
Blast email notification for further action or acknowledgement throughout the stages.
formula
+ formula for calculating criteria
Multiple complex formula like CCRIS, EBITDA Ratio, DSCR, Gearing Ratio, Probability of Default and WCR for critical decision making statistic.
export
+ export to CSV and PDF
Export result, graph and statistic into CSV and PDF for external usage like presentation and data analysis.
memo
+ discussion memo
Input from all related parties to ensure extra information is being communicated properly throughout the organization.
monitoring
+ status progress monitoring
Monitor all the application in a centralized dashboard with process flow status and details information.
