Consultant Dashboard

Monitoring 24 active applications across 8 financial institutions.

Last Sync

Today, 10:45 AM

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AI Insight

Financial Health Analysis

Avg. Approval Rate

84.2%

trending_up +5.4% from last month

Extracted Documents

1,248

99.8% Accuracy Score

Advisory Confidence

High

Based on BNM Guidelines

"Current market trends suggest a shift towards SJPP schemes for SME clients in the manufacturing sector."

info System Status

All BNM API endpoints are operational. SJPP gateway maintenance scheduled for Sunday 2 AM.

Client Name	Loan Type	Amount (MYR)	Status	Next Action
Ahmad & Sons Logistics ID: LA-2024-8821	SME Bank Loan	2,500,000.00	Processing	Awaiting EPF Statements
Eco-Green Tech Solutions ID: LA-2024-9042	SJPP GGFS	1,200,000.00	Guarantor Review	CGC Verification Pending
Tan Precision Engineering ID: LA-2024-7719	Working Capital P2P	500,000.00	Approved	Disbursement Scheduled

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SSM_Profile_AhmadSons.pdf

Uploaded 2h ago • 1.2 MB

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description

Bank_Stmt_Maybank_Q3.xlsx

Uploaded 5h ago • 450 KB

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Directors_NRIC_Bundle.pdf

Uploaded 1d ago • 3.8 MB

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Primary Hub

Klang Valley (62%)