Financial Services · In build
Loan origination CRM for a loan broker
A CRM for a broker that places business and personal loans with banks: borrower profiles with KYC and credit scores, leads on a drag-and-drop pipeline, bank applications from login to sanction, disbursements with payout and revenue, a document store and reports.
- Client
- A loan broker sourcing business loans for banks
- Status
- In build
- What it is
- Internal tools
- Scope
- 7 stages from lead to disbursement
Dashboard: cases, conversion, revenue, banks and partners. 
The lead pipeline, stage by stage. 
Leads with loan type, amount, stage and urgency. 
Bank applications from login to sanction. 
Disbursements, payouts and net revenue. 
Revenue report and lead funnel. 
Borrower profiles.
What it does
The modules.
- Dashboard
Leads, active and sanctioned cases, conversion, ticket size, revenue, top banks and referral partners.
- Customers
Borrower profiles with KYC, credit bureau scores, banking details and CSV import.
- Leads and pipeline
Loan requirements, stage and urgency, moved across a Kanban board.
- Bank applications
Each application tracked from login to underwriting and sanction.
- Disbursements
Amounts disbursed, payout percentage, gross and net revenue, partner share.
- Documents
One repository for KYC and loan documents, stored in Cloudflare R2.
- Reports
Revenue, lead funnel and partner performance, exported to CSV.
Built with
-
Supabase -
Cloudflare - React
- Sentry
Integrations
What it connects to, and why.
- Supabase
Sign-in, Postgres and edge functions
- CR Cloudflare R2
Document uploads through signed links
- Sentry
Error monitoring
Something similar
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