📊 Business Performance
📢 Daily Update
Update every lead status, follow-up date, file assignment and daily output before closing the day.
Track team activity and completion.
30-day trainee learning program.
Add, assign and track every customer.
⚙️ Admin — User Management
| User ID | Name | Role | Mobile | Permissions | Status | Action |
|---|
📥 Admin MIS & HR Reports
Download consolidated user, lead, attendance, daily checklist, training and daily-update data in one Excel workbook.
🕘 Employee & DSA Partner Attendance
Late after 10:15 AMClick “Start Camera” and allow camera access.
Click “Get Live Location” to request browser location permission.
• Selfie is captured for attendance evidence.
• Browser geolocation records the location at the time of attendance.
• Arrival time after 10:15 AM = LATE.
• Camera and location permissions are required where supported.
| Date/Time | User | Status | Location | Selfie |
|---|
🎯 Daily Team Checklist
🏆 Performance Leaderboard
| Rank | Employee | Calls | Leads | Files | Approved | Disbursement | Status |
|---|
📚 30-Day Training & Learning
Track every training module as COMPLETED, ONGOING or PENDING.
📝 Daily Update
| Date | User | Update | Files | Approved Amount |
|---|
👥 Live Lead Tracking & CRM
📥 Bulk Lead Upload
Download the sample CSV, fill in your leads, then upload the completed CSV. File Assign To, Last Status and Live Status are imported and preserved.
📋 Live Customer Lead Register
| Date Of Application | Applicant Name | Company Name/Business Name | Mobile Number | Email ID | Location | Apply For | Required Loan Amount | File Source By | Monthly Income | Current EMI | Bank/NBFC Name | Last Status | File Assign To | Live Status | Action |
|---|
🧑💼 HRM & Employee Management
| Employee ID | Name | Designation | Department | Joining Date | Mobile | Monthly Salary | Status | Action |
|---|
📅 HR Attendance & Leave Summary
Attendance is captured with selfie + browser geolocation when available. Arrival after 10:15 AM is automatically marked LATE.
Employee records can store employment status and can be extended with leave approvals from Admin/Supervisor.
Employee salary details feed the Salary Certificate generator.
📜 Salary Certificate Generator
HR / Admin
SALARY CERTIFICATE
LENDINET FINANCIAL CONSULTANT PRIVATE LIMITED
This is to certify that
Employee ID: —
is employed with Lendinet Financial Consultant Private Limited as
— in the — department.
The employee's current gross monthly salary is
This certificate is issued upon request for official purposes.
Lendinet Financial Consultant Private Limited
Company Seal
🎧 Backend Support
File login, approval and disbursement assistance.
24×7 Support9732707100 / 7407405050
👨💼 Dedicated RM
Relationship manager support for team and DSA partners.
📋 CRM Support
Lead tracking, follow-up and reporting assistance.