Portfolio Overview
Monthly Disbursements
Targets — This Month
Pipeline by Stage
Pending Actions
Deal Pipeline
| Deal ID | Borrower | Project | Ask | Stage | PD Date | Viability | Officer |
|---|
Sanctioned Loans
| Loan ID | Borrower | Project | Sanction | Disbursed | Balance | Stage | Status |
|---|
Disbursements
| # | Loan / Borrower | Amount | Date | Purpose | Construction Stage | Units Sold | Collections | Status |
|---|
Legal & Technical Searches
| ID | Linked To | Type | Agency | Initiated | Due | Status | Findings |
|---|
Post-Disbursal Monitoring
| Loan | Date | Units Sold | Collections | Construction | ESCROW | Site Visit | Health | Remarks |
|---|
Import from Excel
How it works
1. Upload the TruHome Finance Excel file for any loan
2. System reads Summary sheet → gets borrower + project name
3. Checks if loan already exists in database
4. Match found → updates existing loan with latest data
5. No match → creates new loan automatically
6. Pulls disbursement schedule, MIS sales data & ratios
2. System reads Summary sheet → gets borrower + project name
3. Checks if loan already exists in database
4. Match found → updates existing loan with latest data
5. No match → creates new loan automatically
6. Pulls disbursement schedule, MIS sales data & ratios
Sheets we read
SummaryBorrower, project, loan amount, tenor, moratorium, security, RERA
Disb. MilestoneDisbursement tranches with construction conditions & sales milestones
MISUnit-wise sales — sold/unsold, buyer, agreement value, collections
RatioLCR, Asset Cover, Debt-Equity, Receivable Cover
Sheet4Existing borrowings from other lenders
Project DataUnits, carpet area, cost & sales value by block
Drop TruHome Excel file here
or click to browse — one file per loan