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.