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Data Management System

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Enter the 6-digit code sent to your email.

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Data Management System
Settings
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Loan Applications

Overview — tap a card to open files

Files by status — click a card to view

Status distribution

No files yet to chart.

All files

Select up to 4 statuses

App ID Applicant Loan Type Amount Assigned To Revenue Payment Status Query & Remark Sanction Actions

No loan files found for this view.

New Loan Application

Fill all required fields for the loan file

1. Loan Details
If filled, it appears on the dashboard as View Query & Remark
If filled, it appears under Sanction on the dashboard as View Sanction
2. Applicant Details
3. Address
4. Co-Applicant
5. Employment & Income

Income Sources (add all applicable)

6. Documents Checklist
TVR Upload

Telephone Verification Report — free storage (no paid Firebase Storage). Max about 1.5 MB per file (compress large PDFs/photos). Works on all office PCs after Save.

7. Internal Notes & Assignment
All agents in the system appear when you click this field
8. Revenue & Payment (Only Admin can edit)

Manage Users

Add, remove, or promote members (Admin only)

Add New Member
OTP login emails are sent here. Leave blank only if OTP not needed.
Mobile number for this member (staff, agent, manager, etc.)
Who this member reports to (e.g. Branch Manager)

Default rights for this member

Only Admin grants these. You can also change rights later. Per-file share rights still apply on each loan file.

Custom roles

Add roles used when creating members. Built-in roles stay: Staff, Agent, Manager, Admin.

Full Name Username Email Phone Role Department Designation Reports To Rights Actions

Application Details

Change Password

Query & Remark

Sanctions

Edit Rights

Only Admin grants these. Per-file share rights still apply on each loan file.

© 2026 ICA Private Limited — Loan File Management • Hostinger (PHP + MySQL) • Role-based access