Connecting disbursals and collections in one operating layer
Xpress Loan
NBFC · Salary-backed loans
Tools consolidated
2 → 1
Recovery context
Per borrower
Reporting
Real-time
The challenge
Disbursal tracking and collections recovery ran on separate tools. Recovery agents lacked borrower context at dial time, and leadership could not see which accounts were at risk without manual reports every week.
What we built
Mixins integrated disbursal and collections modules inside Loan CRM, with EMI schedules, recovery queues, and agent notes on a single borrower record. Managers got dashboards for overdue buckets and agent activity without exporting data.
Key outcomes
- EMI schedules and recovery calls on one borrower profile
- Collections dashboards by overdue bucket
- Agent notes visible across disbursal and recovery teams
- No more weekly manual spreadsheet reports
“Collections used to live in a separate tracker from disbursals. Now EMI schedules, recovery calls, and agent notes sit in the same system.”
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