Tenant Instance: MAA-001
Maa Finance & Advisory Services Ltd.
Multi-branch loan consultancy, lending partner integrations & DSA distribution network
Quarterly Target Incentive Program Announced:
Q3 Loan disbursement bonus structure is now active. High performers achieving > ₹2 Cr disbursal will receive a 15% incentive boost.
Platform Maintenance & New Features Update:
Maa Finance CRM v2.0 is live! Enhanced Staff Virtual ID printing, real-time EMI tracking, and dynamic partner directories are now enabled.
Lead Pipeline
4
1 new
•
25% conversion
Loan Disbursals
₹5,000,000.00
1 Active Loan Portfolios
Total Collections
₹454,556.74
1 Verified Clients
EMI Watchlist
0 Overdue
1 Due This Week
Kanban Pipeline
Drag & drop lead stages
Staff Virtual IDs
3 Team Members
Financial Reports
Leads, payments & CSV export
Partner Directory
Bank rates & outbound links
Recent Inbound Leads
A
Ananya Iyer
Home Loan • ₹5,000,000
converted to client
1 hour ago
M
Mahesh Rathi (Rathi Textiles)
Business Loan (Unsecured) • ₹2,500,000
new
1 hour ago
D
Deepak Chopra
Loan Against Property (LAP) • ₹7,500,000
in discussion
1 hour ago
K
Kavita Nair
Personal Loan • ₹600,000
docs collected
1 hour ago
Active Loan Portfolios
Ananya Iyer
LN-HDFC-2026-9901 • ₹5,000,000.00
₹227,278.37
Monthly EMI