LoanFlow — All-in-one Loan Origination & Management Software

All-in-one

Everything your lending business runs on

A purpose-built platform covering the full loan lifecycle — leads, customers, applications, documents, EMI, invoices and reporting.

Lead Management

Capture every enquiry, work the pipeline and convert leads into customers.

Lead capture & pipeline
Lead detail & follow-ups
Edit, delete, reassign
One-click convert to customer

Customers

A central record for every borrower with full KYC and history.

Customer directory
KYC profile
Loan & invoice history
Edit profile anytime

Loan Applications

From application creation to approval — track every stage in one place.

Application creation
Stage-wise tracking
Edit & update details
Linked documents & structuring

Documents

Upload, review, approve or reject KYC and supporting documents per application.

Per-application uploads
Approve / reject workflow
Secure download
Status tracking

Loan Structuring & EMI

Build the EMI plan, lock the structure and run the EMI calculator any time.

EMI calculator
Structure per application
Tenure & interest planning
Save & reuse

Invoices & Payments

Generate invoices, record payments and print receipts in one click.

Invoice creation
Print invoice
Record payment
Status & payment history

Tasks

Assign tasks to your team, get them done and close the loop.

Create & assign tasks
Mark complete
Delete tasks
Pending vs done view

Agents & DSAs

Onboard agents / DSAs, track their referrals and performance.

Agent directory
Create & edit profile
Detail page
Performance reports

Reports & Analytics

Cross-module reports — leads, applications, revenue, outstanding and agent performance.

Lead reports
Application reports
Revenue reports
Outstanding reports
Agent performance

Admin & Settings

Users, roles, permissions, branches, masters and a full audit log.

Users management
Roles & permissions
Branches
Master data
Audit log

How it flows

From lead to disbursement — one connected flow

Every step is linked to the last, so nothing falls through the cracks.

1

Lead captured

Enquiries logged with source, owner and follow-up — nothing slips through.

2

Convert to customer

One click moves a qualified lead into the customer master with full KYC.

3

Loan application opened

Create the application, capture amount, tenure & purpose, route to credit.

4

Documents collected & approved

Upload KYC, income & collateral docs — reviewers approve or reject.

5

Loan structured, EMI fixed

Run the EMI calculator, finalise tenure & rate, save the structure.

6

Invoice, payment, reports

Generate the invoice, record payments and watch outstanding shrink in reports.

Why teams choose it

Built for how lending teams actually work

Designed for owners, credit officers, agents, admins and accountants — not generic CRM.

EMI calculator built inPlan tenure, rate & instalments without leaving the application.

Document approval workflowApprove or reject KYC and supporting docs — status stays with the loan.

Roles, permissions & audit logGranular access for staff and DSAs, with every action logged.

Multi-branch readyRoute leads, applications and reports by branch.

Invoices & payment trackingPrint-ready invoices, payment recording, outstanding ageing.

5 reports out of the boxLeads, applications, revenue, outstanding and agent performance — live.

Run your entire loan business from one screen