Lending software for loan DSAs and connector networks
Lead-to-payout CRM for loan DSAs, connectors and their partner networks.
A loan DSA juggles more moving parts than most small businesses. Telecallers work leads, operations chase documents, the same file is logged with several banks and NBFCs, and once a loan disburses the payout has to be claimed from the lender and shared with sub-DSA partners. When any of this lives in spreadsheets, files go missing and payouts go unclaimed.
Loan DSA CRM runs the whole journey in one place. Callers see their own leads and log every call. Each application carries a document checklist and a record of every bank login, query, sanction and disbursement. Payout grids by lender and product create receivables automatically, partner statements are generated on demand, and the cashbook shows what came in and went out.
What slows finance & lending businesses down — and how we fix it
Files lost between telecalling and operations
Each loan application carries its documents, checklist and status history from the first call.
One file logged with several lenders
Bank logins and lender tracking show where every file stands with each bank or NBFC.
Payouts nobody reconciles
Payout grids by lender and product turn disbursements into receivables you can follow up.
Partners chasing commission statements
Partner and sub-DSA payouts are calculated and shared as statements on demand.
What our finance & lending customers say
What sold us was support. A payout issue came up on a Saturday and it was sorted before our Monday review.
Finance & Lending software questions
Can one application be logged with multiple banks?
Does Loan DSA CRM calculate partner payouts?
Can telecallers see only their own leads?
See Loan DSA CRM running your workflow.
Book a 30-minute walkthrough with a product specialist. We’ll show you your own workflow — not a generic slide deck.