Overview Executive Dashboard

Executive Dashboard

Origination performance · as of 04 Jul 2026

9%
20,000
Total Leads
12%
10,000
Applications
6%
8,000
Verified Customers
4%
5,000
Approved Loans
3%
500
Pending Reviews

Origination Pipeline

Volume & conversion across the funnel · click a stage to filter
Avg TAT 2.4 days

My Work Queue

Assigned to you · sorted by SLA
All applications →
App ID Applicant Stage Product SLA

Ops Copilot Insights

Queue & SLA recommendations
Reprioritise underwriting queue
9 applications breach SLA in <2h. Suggested reorder saves ~40 min.
Fraud cluster flagged
5 applications share a device fingerprint. Routed to Fraud Analyst.
62% auto-decisioned today
Straight-through processing up 8pts. 118 apps cleared without manual review.

Applications by Product

This month, by volume
Submitted
Approved

Decision Mix

Last 30 days
Auto-approved 44%
Manual approved 29%
Referred 16%
Declined 11%

Leads

20,000 leads · 312 open this week

312
New This Week
184
Contacted
96
Converted
30.8%
Conversion

Lead Pipeline

Campaign attribution & assignment
Lead Source Campaign Product Score Owner Status

Applications

Structured work queue · click any row to open the origination file

App ID Applicant Product Amount Bureau AI Rec. Stage SLA

Verification & eKYC

OCR extraction, face match & identity checks

86
Awaiting Verification
98.2%
Face Match Pass
96%
OCR Confidence
3
Flagged Identities

Verification File · APP-100482

Priya Sharma · eKYC in progress
In Review
GOVT ID · PAN
Face Match
98.4%
Liveness passed

OCR Extracted Fields

NamePriya Sharma 99%
PANAXTPS4412K 98%
DOB14-08-1988 97%
AadhaarXXXX XXXX 6721 95%
AddressIndiranagar, Bengaluru 92%
PAN–Aadhaar linkage verified
Name matches across documents
Address proof authentic

Verification Queue

Applicant Type Face Status

Documents

Collection & verification checklist · APP-100482 · Priya Sharma

Document Checklist

6 of 8 received · 2 pending
2 Pending
Document Category OCR Confidence Received Status

Credit Analysis

APP-100482 · Priya Sharma · Business Loan ₹18,00,000

Credit Bureau Summary

CIBIL · 2h ago
Bureau Score
762
Total Exposure
₹6.2 L
Active Accounts
3
DPD (24m)
0
Enquiries (6m)
2

Affordability

FOIR assessment
FOIR of 38% after this loan — within the 45% policy ceiling. Comfortable repayment capacity.

Tradelines

Lender Type Sanctioned Outstanding Status

Bank Statement Analysis

Avg monthly inflow ₹1.9L
Credits
Debits
AI Credit Analyst
Model v4.2 · confidence 91%
Low risk · Recommend proceed
Composite risk score 724/900. Income verified against 6-month bank flows; obligations stable.
Turnover growth +18% YoY
Clean 24-month repayment
Seasonal Q2 revenue dip

Underwriting

APP-100482 · Rule engine + manual review

Policy Rule Engine

47 rules evaluated · 46 pass · 1 warning
46/47 Pass
AI Underwriter
Explainable decision engine
Recommend Approve
All hard policy checks satisfied. One soft warning (seasonal dip) mitigated by 6-month reserve.
Suggested terms: ₹18,00,000 @ 13.5% · 48 mo · EMI ₹48,720

Exceptions & Notes

Seasonal revenue variance
Q2 inflow 22% below average — flagged as soft exception
Mitigated

Approvals

Multi-level approval workflow · 24 awaiting sign-off

Approval Queue

App ID Applicant Amount Level Awaiting

Approval Chain · APP-100482

₹18,00,000 · exceeds ₹15L L2 threshold
L1 · Credit Analyst
Neha Rao · approved 3h ago
L2 · Underwriter
Ravi Krishnan · approved 1h ago
L3
L3 · Risk Officer
Awaiting your sign-off
L4
L4 · Lending Head
Pending L3

Disbursement

eSign, mandate setup & disbursal tracking

Offer & eSign · APP-100482

Awaiting eSign
Sanctioned
₹18,00,000
Rate
13.5%
Tenure
48 mo
EMI
₹48,720

Bank Account Verification

Penny-drop successful
HDFC ••4412 · name match 100%
Verified
IFSC valid
HDFC0001234 · Bengaluru
Pass
NACH mandate
Awaiting applicant e-mandate
Pending

Disbursement Tracker

Loan ID Borrower Amount Mode Initiated Status

AI Center

Five specialised agents powering origination

AI Loan Assistant

Application guidance, eligibility & policy
Online
Hi Ravi 👋 I'm your Origination Assistant. Ask me about an application's status, an eligibility calc, a document checklist, or a policy rule.

Analytics

Conversion, turnaround & decision quality

Conversion Funnel

Lead → Disbursal

Avg Turnaround by Stage

Hours per stage
Hours in stage

Approval Rate & Fraud Catch by Product

Approval rate %
Fraud flagged %

Reports

Scheduled & on-demand origination reports

Report Library

Report Category Frequency Last Run Format

Settings & Administration

Roles, products, integrations & audit

Roles & Access (RBAC)

Role Users Scope

Integrations

Loan Products

Product Min–Max Rate Max Tenure Status