Cases
Analytics & Reports
Live snapshot across cases. Updates when you press Refresh.
Pipeline funnel
Journey mix
Officer workload (active cases)
Case buckets
Customers
Registered customers for follow-up, feedback outreach, and support. Updates when you press Refresh.
Employees
Create staff, assign roles, and disable employee access from one place.
Roles
Create role profiles and choose the permissions attached to each role.
Relationship Officer Targets & Incentives
Set each Relationship Officer's monthly gold-loan target and custom incentive slabs. Attainment updates from live case data.
Reports
Financial & case reports across any time frame. Pick a period, figure and chart type, then export.
Report
Case pipeline (current)
Detail table
By lender — gold-loan value transferred
Money out & money back
Bridge money released, money recovered, and what has not come back. A gold-loan case cannot close until this reaches nil or an admin records the loss.
Day by day
Period by period
My ledger
Your leads, what they were worth, and anything you have queried.
Every lead you have given us
Amount introduced
Period by period
Issues you have raised
Issue
Bank lead desk
The bankers who send us gold-loan leads: their accounts, what each lead was worth, and every objection raised.
Bank lead accounts
Add a banker
Ledger entries
Offer letters
Issue a bilingual offer letter with the conduct, gold-custody and device terms, send it to the employee's own phone to sign, and keep the signed copy.
Signing link
New offer letter
Letters
Agent devices
Gold is only handed to an officer whose phone we can see. A device that stops reporting, loses its uninstall block, or has location switched off is flagged here — and cannot be given custody.
Message this phone
The officer sees this full-screen on his phone and must tap to confirm he has read it. Send both languages so whoever reads it understands.
Enrolled phones
What the phones have been doing
Gold in transit
Every minute a customer's gold is out of their hands. A card turns red the moment the officer's phone goes quiet or the deadline passes.
Recently closed
BC Banking Partners
The register we keep for the bank. Approve outlets, record what the bank reports back, and export the active list.
Queries
Every question from onntime.in and the Partner Portal, in one thread each.
Information / Broadcasts
Send information to all Relationship Officers or a selected group. They see it in the app's Information tab.