LoanFlow CRM - Enterprise Agent Portal

New Customer Lead

Submit a loan application for your customer

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Full Name *

Phone Number *

Email

Date of Birth

City *

Area / Zone

Aadhaar Number

PAN Number

Occupation / Employer

Monthly Income (₹)

Track and manage all loan applications

Lead ID	Customer	Product	Amount	Agent	Status	Submitted	Actions

Manage team members, approvals, and assignments

All Members

Pending Approval 0

Agent	Role	City / Area	Manager	Status	Leads	Actions

Control available loan products and interest rates

Track agent earnings based on approved & disbursed loans

Performance insights across area, agent, and manager