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DMS Data Management System

Access is invitation-only. An Admin must add you in Manage Users before you can sign in. If your account has an email, you will receive a one-time OTP to confirm login.

Enter the 6-digit code sent to your email.

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DMS Data Management System

Loan Applications

Manage and track loan files

Select up to 4 statuses

MIS — Management Information Report

Status filter

Use YTD, MTD or custom dates. Filter by product, agent or employee and choose the grouping/sort order. Leave status unchecked to include all statuses. Download and mail use the same filters.

Files by status

Filtered files

App ID Applicant Product Amount Assigned To Created Timeline / TAT Overdue days Status Query & Remark Sanction

No loan files found for your account.

Follow-ups

Scheduled lead follow-ups for the responsible User ID, Admin and users with Follow-up rights.

App IDApplicantProductResponsible User IDFollow-up Date / TimeStatusAction / NotesActions

No follow-ups found for the selected filter.

Daily Leads

Upload Name + Mobile + Assigned User ID · IDs start ICTC001 · auto-save · convert positive → Draft

Manual Daily Lead Entry

Customer name, mobile and Assigned Employee User ID are required. The lead receives the next ICTC ID automatically.

0 selected
Select Lead ID Customer Mobile Assigned Status Day / TAT Actions

No daily leads yet. Upload an Excel with columns Name and Mobile, or use + Add Lead Manually.

Dump Leads — Not Interested

Review the reason, dumped-by details and act on any Not Interested lead. Admin / authorised users can view, edit, restore or reassign the lead.

Lead IDCustomerMobileLast Assigned / User IDReasonDumped AtActions

Lead Activity / Log Review

Files

Filtered by status

App ID Applicant Product Amount Assigned To Created Timeline / TAT Overdue days Status Query & Remark Sanction

No files in this status.

New Loan Application

Fill all required fields for the loan file

1. Loan Details
Lead amount data; revenue is managed in EMS
2. Applicant Details
3. Address
4. Co-Applicant
5. Employment & Income

Income Sources (add all applicable)

6. Documents Checklist
TVR Upload

Max about 1.5 MB per file (compress large PDFs/photos).

7. Lead Source, Generator, Converter & Assignment
Defaults to the logged-in employee User ID, but Admin / granted users can change it. All active departments are available.
All active employee User IDs from every department are available.
From active employees in the selected department / branch (role-aware)
External agent / channel-partner mapping. Internal employee lists are filtered by department / role and branch.
Sales / employees from member list
7b. Bank & Banker Details
List comes from Master data → Bank Name (and EMS banks). Product is matched when possible.
Saved on the lead; visible in both DMS & EMS (shared loan_files).
8. Follow-up

Set a follow-up date/time and responsible Employee User ID. The responsible user, Admin, and users granted Follow-up rights will see the follow-up notification.

Manage Users

Assign DMS rights to existing employee / agent users (Admin only)

User Rights

Employees are created / maintained by PaisaHR. Agents are created and approved through DMS Agent Management & Approvals. This page is only for assigning DMS rights.

Select a user above, then tick only the rights required for that user.

Full Name Username Email Role Grade Department Designation Branch Reports To Status Rights Actions

TAT Overview

Leads where total or stage TAT is active / overdue — stage-wise details from TAT masters

App ID Applicant Product Current stage Days / Stage TAT Total days / TAT Stage overdue Total overdue Assigned Stages

No leads match this TAT filter.

Masters

Master data, TAT by product, Custom roles, hierarchy & grade/post — edit / add / remove

Custom roles

Built-in roles: Employee, Agent, Manager, Admin. Use + Add New Role for custom roles. Default rights apply by role; edit per-user rights from the table below.

Master data — single section

Manage Grade, Designation, Department, Reports To and the reference PDF here in this one section. Each saved option has a remove control for unused entries. Product and Bank Name stay in sync with EMS when the same DB is used.

Product
Bank Name
Same list feeds Bank Name dropdowns in DMS (and EMS when shared).
Purpose
Application Status
Reports To / Reporting Titles
Agent Management & Approvals

Separate from internal employee users. New manually-created agents receive the next ICAAG ID. Self-registered agents remain pending until an authorized approver approves them.

Auto-generated ICAAG ID: ICAAG0010 (preview)Final ID is assigned by the server at creation; login username remains separate for existing agents.
Uses the selected employee/user ID (login username) as the mapping reference.
Existing agents
Loading agents…
Pending self-registrations
Open this section to load pending agents.
Management hierarchy & reporting

Streamlined grade → post → department → reports-to flow. Used for designation defaults and skip-level suggestions.

Grade Designation Department Reports to
TAT by product

Admin sets target days per stage and total process days for each product. Overdue is calculated on the dashboard Timeline column.

Mark employee exit

Only active internal employees in the same branch. Agents are not listed. Transfer runs after you confirm.

Stage timeline

Application Details

Removed Leads Audit

My profile

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Password

Change Password

Query & Remark

Sanctions

Edit Member

Editable username for every role. No fixed prefix or number format is required. Must be unique.

Edit Rights

Only Admin grants these. Per-file share rights still apply on each loan file.

© 2026 ICA Private Limited — DMS

Saved Query & Remarks