Build a loan approval dashboard in minutes.

Application tracking: for users to view their application status along with the stage their application is at and any outstanding documentation or information needed.

Reporting and analytics: for generating reports on loan application data, such as the number of loans approved or denied, the average time it takes to close an application either way, or the total value of loans approved or denied in a certain time period.

Workflow management: for managing the application approval process end to end including routing applications to the appropriate individuals or teams for review and approval.

Collaboration feature: to allow multiple users access and update the same loan application, enabling teams to work together on the approval process.

Data visualization: for users to view data in a variety of formats, such as charts and graphs, to quickly glance through key indicators and trends.

Electronic signature: for digital signing of loan documents to speed up the approval process.

Integration with other systems: such as customer relationship management (CRM) software or enterprise resource planning (ERP) software to share and exchange data.

Security features: to ensure that the dashboard is secure and access to sensitive data is restricted to authorized personnel only.

Customization: Off-the-shelf dashboards frequently lack the features or integrations with other tools that users often need to fit their unique needs.

Scalability: You can modify your custom dashboard to include new data sources, features and functionalities as your internal processes evolve.

Control and compliance: Have more control over the development, maintenance and upgrades of your dashboard and ensure you are compliant with all the relevant, evolving regulations.

Flexibility: Build a dashboard you don’t need to rebuild again in 12 months. Easily adapt to changing requirements, internal processes, and new tools and technologies.

Competitive advantage: a custom loan approval dashboard can give your team a competitive advantage by speeding up the entire approval process.

Complex regulations: the loan approval process must be compliant with a wide range of federal and state regulations, which can be complex and difficult to navigate.

Data integration and cleaning: It can be difficult to integrate with existing systems data as well as clean all the necessary data for the dashboard, such as credit scores, income, employment history, etc.

User experience: Providing a user-friendly and intuitive interface for the various teams to view, understand, and analyse important information can be challenging without experienced frontend engineers.

Data privacy & security: Ensure your customer data is protected from unauthorized access. You can use Appsmith’s built-in role-based access controls to set user permissions before sharing the dashboard with your end users to solve for this.

User authentication and authorization: Ensuring that the dashboard and the data it manages are protected from unauthorized access and breaches is critical, and needs a robust system that can be difficult to build from scratch.

Loan operations teams: to get all the information they need about loan approval management in one place.

Credit teams: to evaluate credit scores and assess the creditworthiness of the loan applicants.

Accounting and finance teams: to track and ensure that all the financial data and transactions are accurately reflected in the financial statements.

Risk management teams: to monitor the loan portfolio, identify any potential risks, and make decisions about loan approvals.

Compliance teams: to ensure that the organization adheres to all relevant regulations and laws.

Customer service teams: for responding to customer inquiries and providing assistance with the loan disbursement process.

IT teams: for checking and ensuring that the system is secure and reliable.

Sales and marketing: to understand their potential customers’ profiles better.