EXCELBIPRO NBFC CRM · DELHI CENTRAL

Good morning

Here’s what needs your attention across the branch.

Delhi Central⌄

Applications today24↑ 12.5% vs yesterday

Pending approval083 nearing SLA breach

Disbursed this month₹1.84 Cr↑ 8.2% vs last month

Average turnaround19.4 hrs↓ 2.1 hrs improvement

Application pipeline

Live movement across origination stages

New leads 18

Application 12

KYC & documents 9

Credit review 7

Approved 5

My priority tasks

3 actions remaining today

Review banking analysisUF-24071 · Aarav Sharma

HIGH

Collect GST returnsUF-24070 · Meera Textiles

MEDIUM

Confirm residence verificationUF-24065 · Dev Malhotra

NORMAL

Recent applications

Latest activity across your branch

Applicant	Product	Loan amount	Stage	Risk	Owner
Aarav SharmaUF-24071	Business Loan	₹8,50,000	Credit	● Low	Neha S.
Meera TextilesUF-24070	MSME Loan	₹15,00,000	KYC	● Medium	Rohan K.
Riya VermaUF-24069	Personal Loan	₹3,20,000	Approved	● Low	Ishita M.
Kartik Auto WorksUF-24068	Vehicle Finance	₹11,75,000	New	● Review	Amit P.

Lead management

Capture, qualify and convert every opportunity with clear ownership.

Total active leads18↑ 11.2% this week

Qualified0738.9% qualification rate

Follow-ups due052 overdue

Potential value₹1.46 Cr↑ ₹18.5L this week

Lead funnel

Movement from enquiry to application

New18

Contacted13

Qualified7

Application5

All leads

Latest opportunities across the branch

Lead	Product & value	Source	Status	Score	Next follow-up	Owner
Nitin KapoorLD-10842 · +91 98••• 14562	Business Loan₹12,00,000	Website	Qualified	86	Today, 2:30 PM	Neha S.
Saanvi EnterprisesLD-10841 · +91 99••• 68140	MSME Loan₹18,50,000	DSA	Follow-up	72	Today, 4:00 PM	Rohan K.
Nova Auto ComponentsLD-10839 · +91 96••• 52903	Vehicle Finance₹9,75,000	Referral	New	51	Not scheduled	Amit P.

Customer 360

One trusted view of every customer, relationship and lending interaction.

Active customers2,486↑ 64 this month

KYC attention required237 expiring this week

Active loan relationships1,94278.1% of customers

Open service requests143 nearing SLA

Customer directory

Sensitive information is masked in this approval prototype

Loan applications

Move every case from enquiry to a decision-ready application.

Applications this month186↑ 14.8% vs last month

Incomplete drafts124 inactive for 48+ hours

Pending verification093 nearing SLA

Approval conversion32.6%↑ 2.8% this month

Application register

Latest cases across the branch

Application	Product	Loan amount	Status	Completion	Owner
Aarav SharmaUF-24071	Business Loan	₹8,50,000	Credit	78%	Neha S.
Meera TextilesUF-24070	MSME Loan	₹15,00,000	KYC	52%	Rohan K.
Riya VermaUF-24069	Personal Loan	₹3,20,000	Approved	100%	Ishita M.

Underwriting desk

Review complete risk evidence and make consistent, auditable decisions.

Cases awaiting review08₹1.12 Cr requested value

Near SLA breach031 already breached

Approval rate68.4%↑ 4.2% this month

Average review time42 min↓ 8 min improvement

My underwriting queue

Ordered by SLA priority

Applicant	Product	Requested	Bureau	Risk	Deviations	SLA
Aarav SharmaUF-24071	Business Loan	₹8,50,000	782	● Low	None	1h 42m
Vertex PackagingUF-24066	MSME Loan	₹22,00,000	721	● Medium	1	38m
Sameer KhanUF-24063	Personal Loan	₹6,50,000	684	● High	2	Breached

Sanction & disbursement

Convert approved decisions into transparent, controlled disbursements.

Approved cases17₹2.36 Cr sanctioned

Awaiting acceptance062 reminders due today

Ready for disbursement05₹64.2L cleared

Post-approval TAT6.8 hrs↓ 1.4 hrs

Approved-case register

Terms are illustrative for client review

Customer	Product	Sanctioned	Rate	Tenure	EMI	Stage
Riya VermaUF-24069	Personal Loan	₹3,20,000	14.25%	36 months	₹10,974	Ready
Orion FoodworksUF-24058	Business Loan	₹18,00,000	15.10%	48 months	₹50,312	Agreement

Servicing & complaints

Resolve customer needs with complete loan context, ownership and SLA control.

Open requests14Across 6 categories

Complaints041 critical complaint

SLA at risk03Action required today

First-contact resolution72.8%↑ 6.1% this month

Portfolio servicing snapshot

Repayment health from LMS

Current1,824

1–30 DPD72

31–60 DPD26

60+ DPD20

Service request register

SLA clock runs continuously

Request	Customer	Category	Priority	Status	Owner	SLA
Change registered addressSR-18042	Aarav Sharma	Profile update	Normal	In progress	Pooja R.	18h left
Incorrect penal chargeCP-18041	Meera Textiles	Complaint	Critical	Open	Vikram S.	2h left

Request resolution ·

Customer and loan context with auditable resolution

Outstanding₹7,84,220

RepaymentCurrent

DPD0

Next EMI₹32,450

Customer verifiedMobile OTP and identity details matched

SLA controlOwner, target and escalation retained

Resolution historyActions, documents and communication logged

Grievance controlFinal response and escalation information tracked

Resolution note

Reports & performance

Monitor growth, productivity, risk and customer outcomes across the NBFC.

Disbursed value₹5.52 Cr↑ 12.4% vs prior period

Application conversion29.8%↑ 2.1 points

Portfolio current94.0%1,824 accounts

Customer SLA met93.7%↑ 3.2 points

Funnel conversion

Applications moving through origination

Leads684

Applications412

Approved164

Disbursed142

Product mix

Current-period disbursement

Business & MSME42% · ₹2.32 Cr

Personal loans28% · ₹1.55 Cr

Vehicle finance21% · ₹1.16 Cr

Other secured9% · ₹49.7 L

Branch performance

Commercial and operational comparison

Branch	Disbursed	Conversion	Avg. TAT	Current portfolio	Rank
Delhi CentralTop branch	₹1.84 Cr	32.8%	18.6 hrs	96.4%	#1
GurugramNorth region	₹1.52 Cr	30.4%	21.2 hrs	94.8%	#2
NoidaNorth region	₹1.21 Cr	28.9%	23.5 hrs	93.1%	#3

Administration

Control access, products, workflows, integrations and audit evidence.

Active users148Across 12 branches

Roles configured114 system · 7 custom

MFA adoption96.6%5 users pending

Connected services098 healthy

Users and role-based access

Least-privilege, branch-scoped permissions

User	Role	Branch scope	MFA	Status
Rahul Singhrahul.singh@excelbipro.com	Branch Manager	Delhi Central	Enabled	Active
Neha Sharmaneha.sharma@excelbipro.com	Relationship Manager	Delhi Central	Enabled	Active
Vikram Shahvikram.shah@excelbipro.com	Grievance Officer	All branches	Enabled	Active

Product configuration

Pricing, eligibility and documents

Personal Loan12 rules · 8 documents

Business Loan16 rules · 11 documents

MSME Loan18 rules · 14 documents

Vehicle Finance15 rules · 12 documents

Integration health

External and core-system connectivity

●

Loan Management SystemHealthy · 99.99%

●

KYC and CKYCHealthy · 99.92%

●

Credit bureauDegraded · 97.80%

Recent audit activity

Immutable record of sensitive actions

●

Credit decision approvedUF-24071 · Anita Rao · 12:44 PM

●

Product pricing changedBusiness Loan · System Admin · 11:52 AM

●

User access modifiedAmit Patel · Rahul Singh · 11:24 AM

Good morning

Application pipeline

My priority tasks

Recent applications

Lead management

Lead funnel

All leads

Customer 360

Customer directory

Loan applications

Application register

Underwriting desk

My underwriting queue

Credit memo ·

Sanction & disbursement

Approved-case register

Key Facts Statement · UF-24069

Servicing & complaints

Portfolio servicing snapshot

Service request register

Request resolution ·

Reports & performance

Funnel conversion

Product mix

Branch performance

Administration

Users and role-based access

Product configuration

Integration health

Recent audit activity

Origination journey

Lending operations,finally unified.

Welcome to the CRM

Good morning

Application pipeline

My priority tasks

Recent applications

Lead management

Lead funnel

All leads

Customer 360

Customer directory

Loan applications

Application register

Underwriting desk

My underwriting queue

Credit memo ·

Sanction & disbursement

Approved-case register

Key Facts Statement · UF-24069

Servicing & complaints

Portfolio servicing snapshot

Service request register

Request resolution ·

Reports & performance

Funnel conversion

Product mix

Branch performance

Administration

Users and role-based access

Product configuration

Integration health

Recent audit activity

Lending operations,
finally unified.