VALUATION RECORDS
Make each valuation easy to verify
Keep the customer, ornament weights, purity, and applied gold rate together. Check receipt scans against the measured items before issuing the certificate.
Read the guideGuidance for valuation teams, lenders, jewellers, and operators building faster, more reliable customer workflows.
PRACTICAL INSIGHTS
VALUATION RECORDS
Keep the customer, ornament weights, purity, and applied gold rate together. Check receipt scans against the measured items before issuing the certificate.
Read the guideREPAYMENT TRACKING
Review the repayment schedule alongside recorded payments and overdue items. That gives staff a clear starting point for customer follow-up.
Read the guideCUSTOMER HISTORY
Reuse a customer profile for repeat visits, keep KYC details current, and check earlier valuations before starting a new one.
Read the guide