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This is the big database of every loan application your team is working on. You can search by form number, narrow by date or filters, ask questions in plain English, and (if you’re a Super Admin) upload Excel files with hundreds of new applications at once.

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The home screen

When you tap Loan Applications, you see:
  • A title at the top: “Customer Applications”
  • For Super Admins, four buttons: Storage indicator, Manage Uploads, Export Data, Upload File
  • A big middle area that says “Search to View Applications” — you have to search before anything shows
  • Three quick buttons: Today, This Week, This Month
  • A search bar with date range pickers and a filter button
The table is empty until you search. That’s normal.

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How to search by application number

1

Tap the search box

It says “Search by Application Form #”.
2

Type the form number

Example: APP-12345. Partial matches work too.
3

Tap the search button (or press Enter)

Wait for the spinner to finish.
4

The table shows the matching applications

Three coloured stat cards appear above: Total EMI, Total Sanctioned Amount, Total POS.

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How to search by date

1

Pick a quick range

Tap Today, This Week, or This Month to fill the dates for you.
2

Or pick custom dates

Tap From Date → choose a date. Tap To Date → choose. Both are inclusive.
3

Tap Search

The table shows every application opened in that range.
Tap the small X next to a date to clear it.

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How to use filters

1

Tap the Filter button

A panel opens with seven filter fields:
  • Facility — Personal Loan, Home Loan, Auto Loan, Credit Card, Business Loan, Gold Loan, Education Loan
  • Phone — partial number match
  • Institution — bank name (e.g. “HDFC”)
  • Account number — partial match
  • EMI — min and max
  • POS — min and max
  • Sanctioned Amount — min and max
2

Set the values you need

Leave the rest blank.
3

Tap Apply

The table refreshes with only matching applications.
The Filter button shows a small badge with the number of active filters (e.g. 3 if you’ve set Facility + EMI + Phone).
To clear all filters, tap Clear Filters (it appears next to Refresh after you’ve searched).
1

Tap 'Search with AI'

The button has a purple gradient. A dialog opens.
2

Type your question

Examples:
  • Show all home loans above 50 lakhs
  • Find HDFC bank loans from this year
  • Total EMI this month
  • Unsecured loans count
3

Or use voice

Tap the microphone button. The button shows “Listening…” — speak your question, then tap Stop.
4

Tap the search button in the dialog

The AI shows you the SQL it generated (you can ignore it) and a green box: “Found X results.”
5

Tap 'View Results'

The dialog closes and the main table fills with what the AI found.
Below the search field, the dialog has clickable example chips: “Show all personal loans”, “Loans above 10 lakhs”, etc. Tap one to fill the search box.

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How to read the table

Each row is one loan application. The columns are: The table is sortable — tap a column header to sort by that column. Below the table, you can choose how many rows per page (10, 20, or 50).

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Upload Excel files (Super Admins only)

1

Tap 'Upload File'

A dialog opens.
2

Tap 'Pick & Upload'

Pick a .xlsx or .xls file from your computer.
3

Watch the progress bar

It shows the upload percentage. When it hits 100%, you’ll see “Processing on server…”
4

Review the field mapping

The app auto-matches your Excel column headers to its fields. You’ll see:
  • Green badge if every core field is mapped — good to go.
  • Orange badge if some fields aren’t mapped — fix them with the dropdowns shown.
5

Fix any unmapped fields

For each unmapped core field, pick the matching column from the Excel using the dropdown.
6

Tap Upload

A snackbar pops up: “X rows queued for processing.” Done.
If your Excel is missing a required core field (like the Unique ID), the upload won’t go through. Either fix the file or map a different column.
Tap Download Sample Template in the dialog to get a starter Excel file with the right column headers.

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Export the search results

Once you’ve searched, the Export Data button (top of the page, Super Admins only) is enabled. Tap it to download a file of everything currently in the table.
Export only works after you’ve searched at least once. If the table is empty, the button stays disabled.

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Manage past uploads

To see what you’ve uploaded before:
1

Tap 'Manage Uploads'

Opens the Manage Uploads page. See Manage Uploads.

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Common things people ask

No applications opened in that range. Try a wider date.
The upload runs in the background. Wait a minute, then tap Refresh. If it still doesn’t show, go to Manage Uploads to check status.
Your team’s storage is full. Ask a Super Admin to clear old uploads from Manage Uploads.
Try rephrasing your question more simply. Or use the Filter panel for exact matches.