Loan Sphere

Loan Sphere is a practical loan calculation and CRM app designed for loan advisors, sales professionals and finance teams who want to manage everyday loan workflows from one place. From EMI calculations to lead follow-ups, document tracking and professional loan quotations, Loan Sphere brings essential loan-management tools together in a simple and organized mobile experience. KEY FEATURES • Home Loan EMI Calculator Calculate EMI, total interest and total repayment for home loans with flexible loan amount, interest rate and tenure inputs. • Mortgage Loan Calculator Plan mortgage loan repayments with dedicated tenure limits and easy-to-understand calculations. • Flexible Tenure Input Enter loan tenure in Years, Months, or a combination of both for more accurate proposals. • CRM Lead Management Create and manage client leads with important information such as: - Client name and contact details - Loan product - Requested loan amount - Income profile - Lead priority - Lead source - Current status - Notes and follow-up details • Lead Workflow Tracking Track loan applications through stages such as New Lead, Follow-up, Documents Pending, Documents Collected, Login Done, Under Process, Sanctioned and Disbursed. • Follow-up Management Schedule follow-up dates and times and quickly view overdue, today's and upcoming follow-ups. • Document Checklist Track required client information and documents using clear statuses such as Pending, Received and Not Applicable. Loan Sphere does not require client document files to be uploaded. The checklist is designed to help you track document requirements and completion status. • Loan Quotations Create professional loan quotations using client information, loan amount, interest rate, tenure, lender details, scheme details and advisor information. • PDF Quote Generation Generate professional loan quotation PDFs directly from the app. Preview and share generated quotations using compatible apps installed on your device. • Saved Quote History Access previously saved quotations, review quote details and track their status. • Dashboard View important business information in one place, including: - Loan pipeline - Follow-up priorities - Document readiness - Recent quotations - High-priority leads - Action items • Advisor Preferences Save frequently used advisor details, lender name and scheme name to speed up quotation creation. • Secure Account Access Loan Sphere supports secure login using email/mobile credentials and Google Sign-In. Authentication sessions are protected using encrypted local storage and secure HTTPS communication with the Loan Sphere server. IMPORTANT INFORMATION Loan Sphere is a calculation and workflow-management tool. EMI calculations, quotations and projections are provided for informational and operational purposes only. Actual loan eligibility, interest rates, processing charges, repayment schedules, approval and sanction terms are determined by the respective bank, housing finance company or lender. Users should verify all important figures and terms with the relevant financial institution before making financial commitments. Loan Sphere helps simplify loan calculations, client management, follow-ups, document tracking and quotation preparation — all from one app.