Smart Automation

Automate daily loan processing tasks to speed up approvals and reduce manual effort.

Built for DSAs

Designed specifically for Loan DSA teams handling high lead volumes and multiple channel partners.

End-to-End Loan Workflow

Manage Enquiry → File Processing → Bank Coordination → Approval → Disbursement in one CRM.

Multi-Loan Support

Works for Personal Loans, Business Loans, Home Loans, LAP, Car Loans, and all financial products.

Organised Operations

Keep your entire business structured and efficient with centralized data and streamlined processes.

100% Tracking & Faster Approvals

Track every lead, document, update, and conversation without missing any detail, while improving turnaround time with real-time updates.

Enquiry & Lead Management

Capture leads from CPs, website, ads, and manual entry. Assign leads automatically and track stages: New → In Progress → Submitted → Approved → Disbursed. Set reminders, follow-ups, and auto-notifications.

Inside Sales Team Module

Call and qualify customers easily. Upload documents, collect customer details, and auto-assign qualified files to the backend team. Track performance with daily reports.

Backend Team – Loan File Processing

Complete file management with checklist. Upload documents, share with banks, track communication, and update status: Submitted, Under Review, Approved, Not Approved. Auto alerts to CP & sales teams.

Disbursement Management

Track approved cases and manage disbursement details including loan amount, bank, date, and payout. Auto-calculate CP commission and maintain a full audit trail.

Your remote Channel Partners can:

Add new customer enquiries

Upload documents directly

Assign to backend team instantly

Track real-time status of every file

Receive approval / rejection / disbursement updates

This creates transparency, increases partner trust, and boosts monthly business volume.