PFL PD

PFL PD is the official mobile app for Purple Finance field teams to manage loan leads and complete Personal Discussion (PD) workflows — anytime, anywhere. Built for Relationship Managers and L1 PD officers, PFL PD brings lead management, borrower verification, document collection, and case submission into one secure, easy-to-use app. KEY FEATURES Lead Management • Create and manage loan leads on the go • Track application status and borrower details • Mark leads as lost or delete when no longer required • View payment history and application progress Personal Discussion (PD) Workflow • Step-by-step PD journey: Basic PD, Collateral Details, Checklist, and Final Summary • Member-wise personal discussion and data capture • Overall PD status tracking per application • Submit PD summary for review Borrower & KYC Management • Capture personal, address, and employment details • Upload and manage KYC documents (camera or gallery) • OTP verification for secure data collection • Support for individual and business borrowers Collateral & Property Details • Add and manage collateral and property information • Capture collateral address and related documents • Construction stage and property detail capture Business Verification • Streamlined Nature of Business (NOB) and industry selection • Business verification for self-employed and salaried applicants • Third-party checks integrated into the workflow Documents & Field Investigation • Capture photos and upload documents (JPG, PNG, PDF) • Field investigation support for borrowers • Document type, number, and service provider capture Tools & Utilities • Loan calculator and eligibility checks • Product and scheme selection • EMI and tenure calculations Work Offline • Download master data for offline use • Continue capturing leads and PD data without network • Sync pending changes when back online • Manual sync with clear pending-sync status Notifications • Push alerts for leads, queries, and updates • In-app notification inbox with unread count • Tap notifications to open relevant screens Security & Login • Secure login with OTP and password • Biometric login (fingerprint / face) for quick access • Session management with automatic token refresh • Account deletion available from Settings Multi-Language Support • Use the app in English, Hindi, Marathi, Gujarati, Bengali, Tamil, Telugu, Odia, and Marwadi • Switch language anytime from Settings Settings & Preferences • Enable or disable push notifications • Toggle biometric authentication • Change password and manage account WHO IS THIS APP FOR? PFL PD is designed exclusively for authorized Purple Finance employees and partners involved in loan origination and Personal Discussion. A valid Purple Finance account is required to sign in. REQUIREMENTS • Android device with camera and internet connectivity • Location access for on-site verification (when required) • Notification permission for alerts (optional) Download PFL PD to manage leads, complete PD visits, capture documents, and submit cases — even when you are in the field. Purple Finance — empowering field teams with smarter, faster loan processing.