| Customer Name | Contact & City | Business / Employer | Loan Facility | Bank LAN # | Requested Amount | Pipeline Status | Channel Partner | Agent | Follow-up | Actions |
|---|
⚡ Generate Attributed Bank DIY Journey Link
Generate 100% paperless loan application links. Your Sub-DSA and Agent codes are automatically embedded for instant commission attribution.
✓ Tracked Link Ready for WhatsApp Sharing
Recent Generated Links & Real-Time Traffic
| Lender / Product | Customer Identity | Attributed Partner / Agent | Final Delivered Target URL (UTM Tracked) | Shortcode & Clicks | Created | Actions |
|---|
Disbursals & Commission Settlement Ledger
Auto-calculated Bank Gross Payouts, Institutional Partner Settlements, and TDS (Section 194H) deductions.
| Bank LAN # | Customer | Lender / Product | Disbursed Amount | Master Payout (Bank) | Partner Cut (Gross) | TDS (194H) | Net Partner Payable | Status | Actions |
|---|
📊 Monthly Profit & Loss (P&L) Sheet
Arvanta Gross Bank Revenue, Partner Commissions, TDS & Retained Net Margin
Partner-Wise Commission & Margin Breakdown
Aggregated for selected settlement period| Partner / DSA Entity | Disbursed Loans | Disbursed Volume (INR) | Bank Gross Payout | Partner Share | TDS (194H) | Net Partner Payable | Arvanta Margin (INR) | Arvanta Margin % | Status |
|---|---|---|---|---|---|---|---|---|---|
| Loading P&L breakdown... | |||||||||
Settled Facility Disbursal Log
Loan-level transaction breakdown| Disbursal Date | Bank LAN # | Customer | Lender | Disbursed Volume | Bank Payout % | Bank Gross | Partner % | Partner Net | Arvanta Retained |
|---|---|---|---|---|---|---|---|---|---|
| Loading transactions... | |||||||||
Lender Master Commission & Partner Sharing Slabs
Transparent payout matrices per Bank/NBFC and loan facility.
| Lender Code & Name | Loan Product | Volume Tier | Master Bank Payout % | Partner Sharing % | Effective From |
|---|
📁 1-Click Bank Disbursal MIS Importer
Upload weekly or monthly Excel/CSV disbursal files from Banks & NBFCs. The system matches LAN numbers against CRM leads and auto-credits partner commissions.
bankLanNumber, customerPhone, customerName, disbursedAmount, disbursalDate
✓ Reconciliation Complete
📝 Agent Lead Change Requests & Approvals
Agents cannot directly edit leads. Review, verify, and approve proposed field corrections with full on-chain audit trails.
🏦 Bank & NBFC Portfolio ⚡ Live from SuiteCRM
Synchronized dynamically with SuiteCRM 8 live catalog, credit policy matrices, payout slabs, and attributed DIY journey links.
📈 Multi-Product Funnel & Pipeline Analytics
Analyze lead conversion drop-offs, product performance, and lender distribution with real-time filters.
Pipeline Stage Progression & Conversion Rates
Product-Wise Performance & Ticket Size Breakdown
| Product Name | Total Leads | In Discussion | Submitted to Bank | Sanctioned | Disbursed | Conversion % | Disbursed Vol / Card Count |
|---|
🛡️ Immutable Consortium Audit Trail & Cloud Backup
Comprehensive log of lead modifications, change requests, disbursals, and automated Google Drive cloud backups.
| Timestamp | Action Type | Target Lead / Ref | Actor | Diff / Summary | Block # / Hash |
|---|
🔄 Enterprise Ecosystem Hub SuiteCRM • Dolibarr • Directus • Blockchain
Real-time bi-directional data flow, on-chain cryptographic proofs, and universal automated synchronization
03:00 UTC Daily
📋 Ecosystem Synchronization & Blockchain Logs 0
| Timestamp | Entity | Entity ID | Target | Status | Message & Blockchain Proof |
|---|---|---|---|---|---|
| Loading sync audit logs... | |||||
⚡ Finqo Advisor Hub & Lead Correlation Engine Advisor #7864A264 • Supabase REST v1
Direct Multi-Lender Sourcing Pipeline • Automated Finqo-to-CRM Lead Correlation • 1-Click WhatsApp Sourcing Link Dispatch
| Applicant | Sourced Product | Finqo Status | Share Code | Arvanta CRM Correlation | Sourcing Link | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading Finqo leads... | |||||||
| CRM Lead ID | Applicant Name & Phone | Facility & Amount | CRM Status | Finqo Attribution & Link | Actions |
|---|---|---|---|---|---|
| Loading CRM leads... | |||||
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🤝 Partner Management & Channel Governance
Maker–Checker: Review applications, onboard institutional DSAs, provision @ptr.arvanta.in webmail, manage payouts
🪪KYC Document Review Queue —
📝Partner Profile Change Requests 0 pending
Partners can't edit their profile directly — review proposed changes and approve or reject.
Loading…
| Applicant | Firm / Type | Location | Volume Band | Applied On | Status | Actions |
|---|---|---|---|---|---|---|
| Loading partners directory... | ||||||
🔐 Centralized Credential Vault
Server-decryptable storage for bank/NBFC portal logins & third-party service credentials — used to drive backend automation and SSO. Every reveal is audit-logged.
| Service | Category | Username | Secret | Portal | Actions |
|---|---|---|---|---|---|
| Loading credential vault... | |||||
🔑 Project Tokens & Secrets Portal
SUPERADMIN ONLYDirectly view, edit, rotate, and add new API tokens, webhook secrets, and integration credentials for the Arvanta project without redeploying code. All modifications are AES-256-GCM encrypted and audit-logged.
| Token Identifier | Category & Provider | Masked Secret | Status / Scope | Description / Usage | Actions |
|---|---|---|---|---|---|
| Loading project tokens... | |||||
🧾 CA Access Manager
Give the chartered accountant a sign-in to the ERP's CA Portal, reset their password, or switch their access off. The CA can only add tax values; an admin approves them. Passwords are shown once here and are never emailed or stored.
| Name | Username | Status | Invited | Password last reset | Actions | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
➕ Add Credential
➕ Add Project Token
Record Payment
➕ Onboard Sourcing Agent
Partner Dashboard
Welcome to your Arvanta Partner Portal
📋My Sourced Leads & Applications
Real-time pipeline of borrower leads attributed to your partner code and DIY links.
| Borrower / Lead | Phone | Product / Facility | Requested Amount | Channel / Link | Stage / Status | Date |
|---|---|---|---|---|---|---|
| Loading your sourced leads... | ||||||
🧾My Settled Disbursals & Commission Invoices
Official Dolibarr ERP Supplier Invoices, Section 194H TDS deductions, and 1-click WhatsApp payout advices.
| Bank LAN / Date | Borrower Client | Facility / Lender | Disbursed Volume | Gross Commission | TDS (u/s 194H) | Net Payout | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading your settled disbursals & invoices... | ||||||||
📊Consolidated Monthly Commission Statement
Consolidated across Loans & Credit Cards. Automatically upgrades your payout slab when cumulative volume crosses tiers, with statutory TDS u/s 194H (2% from 1 Oct 2024).
🛡️Quarterly Form 16A TDS Certificates (Section 194H)
Income Tax has been deducted at source at statutory rate applicable under Section 194H of the Income Tax Act, 1961. The deducted amount is remitted to the Income Tax Department and reflected under the channel partner's linked PAN on Form 26AS / AIS. Official quarterly Form 16A TDS certificates can be viewed below or accessed via the TRACES portal.
📁Official Compliance Documents & Tax Certificates
TRACES-signed Form 16A certificates, ITNS 281 deposit challans, Form 26AS statements, and authorized empanelment agreements issued by Arvanta Operations.
| Category | Document Title | Period | File Details | Uploaded Date | Action |
|---|---|---|---|---|---|
| Loading compliance documents... | |||||
🪪KYC Documents for Verification
Upload required verification documents (PDF, PNG or JPG, up to 10 MB). Reviewed and authenticated by Arvanta Operations.
| Document | Status | Comment from Arvanta | Uploaded File | Action |
|---|---|---|---|---|
| Loading KYC checklist... | ||||
💼My Agents
Sourcing agents you onboard under your own partner account — each gets their own portal login and is synced to SuiteCRM/Dolibarr under your Account.
| Name | Phone | Status | Onboarded | Actions | |
|---|---|---|---|---|---|
| Loading your agents... | |||||
📝My Profile Change Requests
Your partner profile cannot be edited directly — proposed changes are reviewed and approved by Arvanta Operations.
No profile change requests yet.
🔐 Security: Password & Biometric Passkeys
Update Webmail Password
⚡ Biometric Passkey / Face ID
Log in instantly without typing passwords or OTPs using Face ID, Touch ID, or Windows Hello.
🌐 White-Label Directus Co-Branding & Verified Referral Engine Directus CMS Ready
Share your personal verified referral link with borrowers and clients. All submissions are automatically attributed to your partner code and synced with SuiteCRM.
⚙️ StackCP Hosting Control Bridge 🔒 ROOT / ADMIN ONLY • Serverbyt StackCP v2 API
Direct Hosting Architecture Control • FTP Lock Bypass • DNS Sync • Mailboxes • Cron Automation
🧪 Staging Control Panel & Testing Sandbox 🔒 ADMIN / QA TESTING ONLY • arvanta-in.stackstaging.com
Omnichannel Message Interception • Cloned MySQL Sandbox • Telegram StageBot Verification • Non-Production Testing
✉️ Official Webmail 🔒 ADMIN ONLY
Institutional messaging, lender notifications, disbursement statements & client communications
smtp.stackmail.comProtocol: TLS / Port 465