E-DOSSIER

STREAMLINED LOAN PROCESSING

Empowering bank employees with intelligent workflow management for seamless loan processing and approval.

INTELLIGENT WORKFLOW SYSTEM

A comprehensive platform designed for bank employees to efficiently manage loan workflows. From application to approval, every step is streamlined and tracked.

Centralized dashboard for all open tasks and workflows

Role-based access with multi-level approval hierarchy

Real-time document management and tracking

My Tasks

3 New
John Smith
Review
Housing Loan
$250K
Sarah Johnson
Sign
Personal Loan
$25K
Mike Davis
Approve
Business Loan
$100K

YOUR TASKS

Users see workflows assigned to their group or sent directly to them. Click any task to view details, manage documents, and take action.

Review

Housing Loan

John Smith - #WF12345

$250,000
Assigned to: Credit Team
Sign

Personal Loan

Sarah Johnson - #WF12346

$25,000
Sent to: You
Approve

Business Loan

Mike Davis - #WF12347

$100,000
Assigned to: Manager Group

THE PROCESS

01

LOGIN & VIEW TASKS

Bank employees log in to see their dashboard with all open workflows. Tasks are organized by priority, with those assigned to your group or sent directly to you appearing in "My Tasks".

Employee
Welcome, Joe Evans
Credit Analyst
Open Tasks
12
02

SELECT WORKFLOW

Click on any workflow to view detailed information. See the loan product type (Housing, Personal, Business), client information, requested amount, and current status in the approval pipeline.

Client
John Smith
#WF12345
Loan Product
Housing Loan
$250,000
Status:Under Review
03

MANAGE DOCUMENTS

View all required documents for the loan application. Sign documents electronically if needed, upload additional supporting files, or request missing documents from clients. All actions are tracked and logged.

Required Documents
Identity Document
complete
Income Certificate
complete
Bank Statements
pending
Credit Report
missing
04

SEND TO NEXT LEVEL

Once you've reviewed everything, send the workflow to the next approval level or send it back if something is wrong. Actions include: Send to Supervisor, Approve, Reject, or Request More Info.

Available Actions

GROUPS & ROLES

Workflows move through the organization based on groups and roles. Multi-level approval hierarchy ensures proper oversight and accountability.

Level 1
CREDIT ANALYSTS
Initial review and document verification
12
Team Members
Level 2
SUPERVISORS
Secondary review and approval
5
Team Members
Level 3
MANAGERS
Final approval and authorization
2
Team Members

CREATE NEW WORKFLOW

Employees can create new loan workflows by selecting a client and choosing the loan product type. The system automatically routes it to the appropriate group.

Client
John Smith
#CS12345
Housing Loan
Up to $500,000

COMPREHENSIVE REPORTS

Generate detailed reports on workflow performance, approval rates, processing times, and team productivity. Data-driven insights for better decision making.

Monthly Applications

JanFebMarAprMayJun

Approval Distribution

75%
Approved
Approved
Rejected
0
Total Workflows
0
Active
0
Avg Days
0
Team Members

POWERED BY MODERN TECH

React
React
TypeScript
Spring Boot
Spring Boot
Backend
PostgreSQL
PostgreSQL
Database

STREAMLINE YOUR WORKFLOW

Efficient loan processing with intelligent workflow management