Operations / cases
Lead workspace
24 of 24 submitted cases
| Select | Case / applicant | Product / request | Partner | Stage | Documents | Assessment | Owner | Next action |
|---|---|---|---|---|---|---|---|---|
| Priya SharmaHM-1042 | Personal Loan₹5,00,000 | Aarav Financial Services | Enquiry received | Documents pending | Not started | Unassigned | Collect salary documents, monthly income and customer permissions | |
| Rohan MehtaHM-1041 | Personal Loan₹3,50,000 | Aarav Financial Services | Assessment ready | Verified | Not started | Neha · Operations | Run illustrative preliminary assessment | |
| Sana AliHM-1040 | Personal Loan₹4,20,000 | Aarav Financial Services | Documents requested | Correction needed | Waiting for inputs | Neha · Operations | Replace unreadable salary account statement | |
| Kabir VermaHM-1039 | Business Loan₹8,00,000 | Aarav Financial Services | Assisted review | Verification pending | NTC · policy unknown | Arjun · Operations | Confirm lender NTC treatment with H&M; assisted review | |
| Meera NairHM-1038 | Personal Loan₹3,00,000 | Aarav Financial Services | Assisted review | Verification pending | Check unavailable | Neha · Operations | Retry simulated check or route to assisted review; not a failed criterion | |
| Dev PatelHM-1037 | Gold Loan₹2,00,000 | Aarav Financial Services | Assisted review | Checklist awaiting confirmation | Rules unavailable | Arjun · Operations | Confirm Gold Loan checklist with H&M | |
| Anika RaoHM-1036 | Personal Loan₹3,20,000 | Aarav Financial Services | Assessment ready | Verification pending | Not started | Neha · Operations | Review illustrative prerequisites | |
| Tara SinghHM-1035 | Home Loan₹24,00,000 | Aarav Financial Services | Documents requested | Documents pending | Not started | Arjun · Operations | Collect supporting information | |
| Ishaan MalikHM-1034 | Two-wheeler₹95,000 | Aarav Financial Services | Enquiry received | Documents pending | Not started | Unassigned | Central queue to assign owner | |
| Nisha KapoorHM-1033 | Credit CardNot provided | Aarav Financial Services | Enquiry received | Documents pending | Not started | Unassigned | Central queue to assign owner | |
| Aditi BoseHM-1032 | NPSNon-loan | Aarav Financial Services | Assisted review | Checklist awaiting confirmation | Rules unavailable | Neha · Operations | Central team to confirm missing product guidance | |
| Omar KhanHM-1031 | Four-wheeler / Commercial Vehicle₹7,80,000 | Aarav Financial Services | Documents requested | Documents pending | Not started | Arjun · Operations | Collect supporting information | |
| Leena DasHM-1030 | Business Loan₹9,00,000 | Northstar Associates | Enquiry received | Documents pending | Not started | Unassigned | Central queue to assign owner | |
| Vikram SethiHM-1029 | Personal Loan₹6,50,000 | Northstar Associates | Assessment ready | Verification pending | Not started | Neha · Operations | Review illustrative prerequisites | |
| Zoya MirHM-1028 | Gold Loan₹1,80,000 | Northstar Associates | Assisted review | Checklist awaiting confirmation | Rules unavailable | Arjun · Operations | Central team to confirm missing product guidance | |
| Ritu JoshiHM-1027 | Home Loan₹19,00,000 | Northstar Associates | Documents requested | Documents pending | Not started | Neha · Operations | Collect supporting information | |
| Adil QureshiHM-1026 | Credit CardNot provided | Meridian Capital Desk | Externally submitted | Documents pending | Not started | Arjun · Operations | Track externally confirmed next action | |
| Pooja MenonHM-1025 | Two-wheeler₹1,10,000 | Meridian Capital Desk | Enquiry received | Documents pending | Not started | Unassigned | Central queue to assign owner | |
| Manav GuptaHM-1024 | Personal Loan₹4,00,000 | Meridian Capital Desk | Lender query | Documents pending | Not started | Neha · Operations | Track externally confirmed next action | |
| Rehan RoyHM-1023 | Business Loan₹12,50,000 | Meridian Capital Desk | Sanctioned | Documents pending | Not started | Arjun · Operations | Track externally confirmed next action | |
| Sia AroraHM-1022 | Four-wheeler / Commercial Vehicle₹6,90,000 | Cedar Bridge Partners | Disbursed | Documents pending | Not started | Neha · Operations | Track externally confirmed next action | |
| Eshan JainHM-1021 | NPSNon-loan | Cedar Bridge Partners | Assisted review | Checklist awaiting confirmation | Rules unavailable | Arjun · Operations | Central team to confirm missing product guidance | |
| Myra SenHM-1020 | Gold Loan₹1,60,000 | Cedar Bridge Partners | Assisted review | Checklist awaiting confirmation | Rules unavailable | Arjun · Operations | Central team to confirm missing product guidance | |
| Yusuf AliHM-1019 | Personal Loan₹2,80,000 | Cedar Bridge Partners | Enquiry received | Documents pending | Not started | Unassigned | Central queue to assign owner |