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No tech jargon. Every section is written like a recipe — open the page you need, follow the numbered steps, get back to work.

Where to start

First time signing in

Get into the app with your work Google account.

Tour of the menu

Know what every sidebar item does.

Look up a customer

Search by name, phone, PAN, or plain English.

Read a credit report

Upload a CIBIL PDF and get an instant summary.

What’s in the app

Customer Profile

Search and view every customer.

Loan Applications

Find any loan application.

BL Analyser

Read business bank statements.

PL Analyser

Read personal bank statements.

CIBIL Report

Read credit reports.

Credit Reports

Open the bureau dashboard.

Your role decides what you see

User

Search customers, view credit, analyse statements. Read-only on the bureau dashboard.

Admin

Everything a User can do, plus export data and download Excel.

Super Admin

Full access — invite people, change roles, manage fields, configure the app.
If a button or menu item is missing for you, your role doesn’t include it. Ask a Super Admin.

Need a hand?

Something not working

Common problems, fast fixes.

Open a support ticket

Tap Raise a Ticket in the app sidebar. Reply within 48 hours.