DYMORA - Your Path To Financial Freedom
Core Features

Create a Loan Case

Submit a new loan application through a six-step wizard: case setup, applicant details, vehicle, loan requirements, additional info, and documents.

URL: /dymora/cases/create

Who can create: Admin, Manager, Executive · Navigation: Header → Create Case

Create case - Step 1

Create case wizard - Step 1: Case setup

Before you start

Customer KYC documents ready (PAN, Aadhaar, address proof, etc.)
Vehicle details (make, model, registration, valuation)
Know whether the case is Open market or In-house
Optional: CIBIL fast-track consent from the applicant

Wizard steps

1

Case setup

  • Choose Case type - Open market (Dymora drives workflow) or In-house (your team manages, if enabled).
  • Choose Loan type: Purchase, Refinance, Internal BT, External BT, Top-Up.
  • For refinance/BT types, enter existing lender and outstanding amounts if prompted.
  • Select Preferred bank from the list (grouped by lender type).
  • Click Next.
2

Applicant personal information

  • Full name, email, 10-digit mobile.
  • PAN and Aadhaar (valid formats enforced).
  • Date of birth.
  • Address, city, state, pincode.
  • Optional: toggle Fetch CIBIL to pre-fill fields from bureau (consent required).
  • Click Next.
3

Car details

  • Make and model (dropdowns from vehicle master).
  • Manufacturing year.
  • Registration number, chassis, engine number.
  • Current market value (₹).
  • Click Next.
4

Loan requirements

  • Loan amount, tenure (12-60 months).
  • Employment type, monthly income.
  • Company / employer name.
  • Work experience (years).
  • Click Next.
5

Additional information

  • Existing loans (count band).
  • CIBIL score (or from fast-track).
  • Purpose of loan.
  • Click Next.
6

Document upload

  • Attach each required document type (PAN, Aadhaar, car photos, address proof, insurance, bank statement, ITR as applicable).
  • Review previews.
  • Click Create Case.

After submission

  1. 1Success screen shows the new Case ID (CASE-...).
  2. 2Options: Create another case or Go to Dashboard.
  3. 3Open the case from All Cases to track status.
  4. 4For in-house cases: continue on the case page - CIBIL, bank allocation, approval.

Tips

  • Double-check PAN and mobile before CIBIL pull - mismatches cause delays.
  • Open market cases: you track progress; Dymora updates status.
  • In-house cases: pull CIBIL and allocate to bank promptly after creation.
DashboardNext: All Cases