Maa Finance

Loan Officer Workbench

Logged in as Priya Patel (Senior Loan Officer) (staff)
P
Field Officer Workbench

Priya Patel (Senior Loan Officer)

Senior Loan Relationship Officer • EMP-MAA-101

My Active Leads
3
1 converted to clients
Today's Follow-ups Due
1
Scheduled calls / client visits
My Disbursal Portfolio
₹5,000,000.00
1 loan cases closed

Scheduled Follow-ups Due Today

1 Pending
Kavita Nair
Phone: +91 9867044332 • Personal Loan
"Salary slips and Form 16 collected. Uploading to Bajaj Finse..."
Action →

My Assigned Pipeline

Full Pipeline →
A
Ananya Iyer
₹5,000,000 • LD-2026-0001
converted to client
M
Mahesh Rathi (Rathi Textiles)
₹2,500,000 • LD-2026-0002
new
D
Deepak Chopra
₹7,500,000 • LD-2026-0003
in discussion
K
Kavita Nair
₹600,000 • LD-2026-0004
docs collected