Originate
Capture, verify, assess and sanction applications.
- Onboarding and e-KYC
- Credit and verification
- Approval workflows
Finance Munshi provides a modular operating platform for lenders that need better process control, visibility and scalability.
Capture, verify, assess and sanction applications.
Disburse, service, account and close loans.
Track repayments and improve recoveries.
Create multiple loan products, schemes, charges and interest structures.
Configure stages, responsibilities, approvals and exception handling.
Maintain a unified view of borrower relationships and accounts.
Organize checklists, supporting files and generated documents.
Monitor operations, portfolio quality and team performance.
Manage users, roles, branches and approval authority.
Connect teams, data and decisions across origination, servicing and collections without losing operational control.
Follow the borrower relationship from first application through active accounts and repayments.
Model loan products, schemes, pricing, tenure, fees and process requirements.
Give sourcing, credit, operations, finance and collection teams relevant access.
Move work through defined stages, approvals, exceptions and service-level expectations.
Use operational dashboards and reports to monitor volume, quality and team performance.
Begin with the module you need and extend the platform as lending operations grow.
Explore the right LOS, LMS and LCS workflows for your lending model with our product team.