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Personal
Cases : 0
Amount : 0.00
INSURANCE
Loan Cases : 0
FYP Cases : 0
FYP : RM 0.00
Needs attention
no status update for 3+ days
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Submit Case
Buyer
Property
Hand Over To
The case is submitted with status Pick-up Status and handed to the agent you choose here. You can upload documents to it afterwards from My Cases.
My Cases
| Submitted | Buyer | Project / Unit | Loan Amount | Pick-up Agent | Status | Docs |
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Developer Case
Cases submitted to you by a developer. They are also in the main Case List — this view just filters everything else out.
| Received | Buyer | Project / Unit | Loan Amount | From Developer | Pick-up Agent | Case Status | Action |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Case Statistic
Total Case
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Total Loan Submission Amount
RM 0
in progress
Total Loan Accept Amount
RM 0
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Case breakdown by status
Signed FYP
Case detail
| Case Date | Applicant's Name | Project Name | Loan Amount (RM) | M100 Agent(s) | FYP / Status |
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Total Cases0
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Submitted0
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Accepted0
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Approval Rate0%
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| Case Date | Submission Date | Case | Applicant's Name | Project Name / Subsales | Case Status | Approval Date | Status | Submit Bank | Sales Agent | M100 Agent(s) | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No cases yet. Click Create Case to add the first one. | ||||||||||||
View Case
Dashboard /
Case List /
View Case
Case Info
Case Logs
Documents
Banks
Summary
Case Information
Case Draft Date
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Submission Date
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Approval Date
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Sales Type (Case)
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Under Branch
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Apply For
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Property Loan Details
Emergency Contact
Full Name
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Contact
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Relationship
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Address
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Borrower Information
Lawyer Firm
SPA Lawyer
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LA Lawyer
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Remarks
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SPA Name(s)
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Borrower Name(s)
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Person In Charge
Property Agent
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Property Agent (Custom)
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Property Agency
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M100 Agent(s)
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Agent Remark
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Case Remark
Case Remark
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Create Case
Dashboard /
Case List /
Create Case
Case Information
Property Loan Details
Property #1
Borrower Information
Borrower #1
Previous Employment Status (If Working At Current Company Less Than 1 or 2 Years)
Emergency Contact
(Address Can't Same With Applicant Above)
Lawyer Firm
SPA & Borrower Names
Case Remark
Person In Charge
Documents 0 files
Drop files here or click to browse
PDF, JPG, PNG · up to 10 MB each
No documents yet.
Files upload automatically once the case is saved.
Checklist
不用一次过做完。Save as Draft 会把已经打的资料和上传的文件留着，下次回来继续 key，什么时候准备好再 submit 给 banker。
User Management
| Name | Phone | Role | Source |
|---|
Loan Client Follow Up
| Customer Name | IC / NRIC | Phone | Salary (RM) | Property Agent | Notes | Action | |
|---|---|---|---|---|---|---|---|
| No customers yet. | |||||||
Insurance Client Follow Up
| Customer Name | Phone | IC / NRIC | Status | Action |
|---|---|---|---|---|
| No customers yet. | ||||
Bankers Directory
Shared directory of bankers — name, bank, email & contact
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Tools
Loan eligibility and legal fee calculators
Loan Eligibility Calculator
Calculate home loan eligibility based on DSR (Debt Service Ratio)
Car loans, credit cards, personal loans, etc.
Monthly Payment
RM 0
DSR
0%
Max allowed: 70%
Max Loan Eligible
RM 0
Lawyer
Panel solicitor — leave 08 / 09 blank to use it
YONG & RAJAH
Whenever 08 or 09 says Yong & Rajah, the file appears in their portal automatically. The email address below is only where the instruction letter is sent.
A Case type & parties
B Solicitor & commission
C Financing
D Contacts & remark
E Documents to attach
Title, Identity and LO are required before a case can be issued. Files are uploaded to the case file so Yong & Rajah can download them any time.
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To Do List
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