Sign in to manage leads, lender access, payout information and partner activities.

Demo access (local prototype)
Admin: admin / Ishaan@2026
Employee: employee / Employee@123
DSA Partner: dsa / DSA@123
Change these demo credentials before sharing this file. This standalone HTML is not a secure multi-user production login.

Dashboard

Ishaan Financial Services • Your Growth, Our Guidance
Total Leads
0
Bank / NBFC Partners
0
Payout Master Records
0
My Released Payout
₹0

Quick Actions

Recent Leads

New Lead Entry

Lead Register

Bank / NBFC Login Desk

Use the lender link only after creating and saving the customer lead in this CRM. Bank credentials and manager contact numbers from the source workbook are intentionally not embedded in this browser-only file.

Product-wise Payout Master

Reference data from supplied May 2026 payout workbook. Actual payout is subject to current lender policy, eligibility, agreement, deductions and approval.

Pincode Desk

My Payout

Only payout entries assigned to your logged-in DSA ID are displayed. Admin must mark a payout as Released before it appears as payable.

Add / Release DSA Payout

All DSA Payout Records

User Management & Employee Menu Rights

Admin can enable or disable employee access to each CRM module on this browser. Admin access cannot be removed.

These permissions are stored in this browser prototype. For multi-device/real employee accounts, use the Hostinger PHP/MySQL version with server-side authorization.

Bank Policy & Documents – Single Desk

Maintain lender policy notes and a document checklist in one place. Confirm current criteria with the lender before submitting any case.

Common Loan Document Checklist

Ishaan Financial Services – Training Portal

Role-based learning resources for DSA partners and employees.

01 · CRM & Lead Management

Lead entry, customer consent, follow-up discipline, status updates and case ownership.

02 · Loan Products

Personal, business, home, LAP, instant, education, Mudra and secured loan basics.

03 · Bank / NBFC Login Process

Pre-login checks, lender policy, application tracking and escalation.

04 · Compliance & Customer Service

Data privacy, customer consent, fair communication and no false approval promises.

Attendance Portal

Record daily check-in and check-out in this browser prototype.

My Attendance History

EMI Calculator

Estimate monthly instalment using reducing-balance calculation.

Enter loan details and calculate.