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Overview

The Leads index shows a filtered, searchable table of all applications submitted through your account. Statuses are projected into coarse categories to make reporting across different lender channels consistent and clean.

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Lead Status Reference

The lead has been recorded in the EASYCRED database. The system is evaluating lender routing rules.Required action: None — wait for routing assignment.
The lead has been transmitted to the lender’s credit check system.Required action: Awaiting lender validation results.
One or more lenders have returned credit offers for the customer.Required action: Review the offers with the customer and select one. See Lender Offers & Actions.
The customer’s chosen lender offer has been confirmed.Required action: Direct the customer to complete KYC verification.
The customer’s identity has been successfully verified by the lender’s KYC system.Required action: Customer must complete eNACH mandate authorization.
The customer has authorized the auto-debit mandate (eNACH) for EMI repayments.Required action: Customer must eSign the loan agreement.
The loan agreement has been fully signed by the customer.Required action: Awaiting final disbursal approval from the lender bank.
The loan has been approved and the funds have been disbursed to the customer’s bank account.Result: A commission entry is automatically generated for this lead.
The lender’s credit policy has declined the application.Required action: Review the applicant’s profile and eligibility criteria. Consider re-applying after addressing the issues.
The customer did not act on the journey link or verification steps for 7 or more days.Required action: Re-engage the customer to restart or reapply.

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Status Flow Diagram

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Filtering & Searching Leads

The Leads table supports filtering by:

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Application Details View

Clicking View on any lead opens the full application detail screen showing:
  • Customer profile summary (no raw PII — partially masked)
  • Complete status timeline with timestamps
  • Lender offers (if any)
  • Disbursal details (if SANCTIONED) — including disbursed amount, date, and UTR reference code
  • Commission entry linked to this application