Lendsqr loan management is essential for lending businesses seeking efficient customer loan oversight. The Lendsqr loan management system provides comprehensive tools to streamline loan processing, tracking, and administration. This step-by-step guide will help you navigate the Lendsqr loan management features and access detailed customer loan information through the admin console.
Accessing customer loan information
To begin using Lendsqr loan management features in your admin dashboard, start by filtering for your desired customer. Navigate to the “Customer” sub-tab located under the main “Customer management” tab in your Lendsqr admin console. This filtering system allows you to quickly locate specific borrowers from your customer database.
Once you’ve identified the target customer, access their comprehensive profile to view their complete loan portfolio. Click on the customer’s profile and navigate to the “Loans” tab, which displays a complete overview of the user’s loan application history. This section provides essential loan metrics including due dates, principal amounts, outstanding balances, loan tenors, and current status updates.
Detailed loan analysis features
For in-depth loan analysis, click on any specific loan to access detailed information. The Lendsqr platform provides comprehensive loan data organized into seven key categories:
- Borrower’s personal details – Complete customer information and contact data
- Education and Employment details – Professional background and income verification
- Supporting Documents – Uploaded verification files and required paperwork
- Loan specifications – Terms, conditions, and loan structure details
- Decision data – Approval workflow and risk assessment information
- Loan schedule – Payment timeline and amortization details
- Transaction history – Complete payment records and account activity
This comprehensive Lendsqr loan management system enables lending professionals to make informed decisions, track loan performance, and maintain detailed customer records. The intuitive interface ensures efficient loan portfolio management while providing the transparency needed for effective risk assessment and customer service.
This comprehensive Lendsqr loan management system enables lending professionals to make informed decisions, track loan performance, and maintain detailed customer records. The intuitive interface ensures efficient loan portfolio management while providing the transparency needed for effective risk assessment and customer service.
For more details on this, please see the loan section here.
Learn more about Lendsqr here