Platform record
One dossier.
Every responsible desk.
FieldCRM preserves the application record as work moves from field intake through review, decision, disbursement, and servicing.
Structured origination
Defined stages. Evidence carried forward.
- Open
Customer, product, requested amount, purpose and responsible officer establish the application record.
- Capture
Identity, business, financial, guarantor, collateral, location, visit and supporting details complete the dossier.
- Validate
Server-managed fields, documents, checks, limits, readiness rules and the applicable configuration version govern submission.
- Advance
Recorded recommendations and authorised workflow actions move the same dossier to the next responsible desk.
Contextual evidence
A document is part of a case—not a loose upload.
- Application context
- Customer, organisation, product and application reference
- Requirement context
- Document type, mandatory status and checklist position
- Quality context
- File validation, image quality, OCR state and exceptions
- Access context
- Authenticated role, branch, assignment and object permission
- Decision context
- Responsible stage, reviewer, timestamp and resulting action
Role-focused workspaces
Each desk sees the work it owns.
Web and Android continuity
Same record. Same status. Different working context.
Supported field information can be captured on Android and synchronised to the server-managed dossier. Web workspaces continue the controlled review. Server confirmation remains authoritative.
- FIELDSupported Android capture
- SYNCValidated server exchange
- DESKRole-based web review
Authorised Mainstreet personnel