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Empower loan agents with smart workflows.
Loan DSA CRM
Simplify lead origination, streamline financial documents, run instant credit score checks, and auto-track payouts and bank payouts. Built specifically for Loan Direct Selling Agents (DSA) and financial consultants in India.
₹14,999
/ one-time license
14-day trial White-glove onboarding 24/7 support
Built for
Loan AgentsDSA NetworksFinancial ConsultantsNBFC Partners
500+
Active teams
3x
Faster setup
99.9%
Uptime
Features
Everything you need, nothing you don't
Lead & File Management
Built-in lead & file management with smart defaults and full customization.
Multi-Bank Pipeline Tracking
Built-in multi-bank pipeline tracking with smart defaults and full customization.
Instant Credit Score Check
Built-in instant credit score check with smart defaults and full customization.
Payout & Commission Calculator
Built-in payout & commission calculator with smart defaults and full customization.
Automated Bank Follow-ups
Built-in automated bank follow-ups with smart defaults and full customization.
Outcomes
Real business impact
01
Settle loans 40% faster
Direct, organized multi-bank pipelines eliminate submission delays.
02
Transparent commissions
Accurately compute and track slabs, payouts and referral shares.
03
Hassle-free documentation
Digitally secure KYC, income proofs, and bank statements effortlessly.
Ready to try Loan DSA CRM?
Book a free personalized demo and see how Loan DSA CRM fits your business.