Management Software

Approx. Rs 25,000 / PieceGet Latest Price

Product BrochureService Details:

1. Lead Generation & Management

• Multi-source lead capture (Website, WhatsApp, referral, online forms, etc.)

• Auto-assign leads to sales executives

• Lead funnel (New → Contacted → Document Pending → Submitted → Approved → Disbursed)

• Real-time lead follow-up tracking

2. Customer Profile & Loan File Management

• Complete customer profile creation

• Upload & verify KYC documents

• Multiple loan types supported:

  • Personal Loan

  • Business Loan

  • Home Loan

  • Car / Auto Loan

  • Credit Card

  • Mortgage Loan

  • OD/CC Limits

• Loan application processing stage tracking

3. Bank / NBFC Partner Management

• Add and manage multiple banks/NBFCs

• Assign files to banks easily

• Track file approval, queries, rejection & disbursement status

• Automated scorecards for banks’ product match

4. Document Management System (DMS)

• Secure document upload

• Auto-checklist for documents required per loan type

• File tagging & folder creation

• Download PDF/ZIP anytime

5. Commission & Payout Management

• Track bank-wise commission slabs

• Auto-calculate DSA commissions

• Payout ledger for Partners, Agents & Sub-DSAs

• Downloadable payout reports

6. Real-Time Dashboard & Reports

• Leads status overview

• Loan pipeline (stage-wise)

• Disbursement report

• Payout & commission report

• Performance metrics of staff

• Monthly & yearly analytics

7. Employee / Agent Management

• User hierarchy (Admin → Manager → Executive → Agent)

• Role-based access permissions

• Task allocation

• Follow-up reminders

• Activity logs & history

8. Notification & Reminder System

• Auto SMS / Email reminders

• Follow-up alerts

• Document pending alerts

• Disbursement & payout notifications

9. Integrated Communication Tools

• WhatsApp messages

• Email templates

• Call logging

• Direct communication from CRM

10. Mobile-Friendly & Cloud-Based

• 100% responsive for mobile, tablet & desktop

• Cloud storage & auto-backup

• High speed & secure infrastructure

🔹 Advanced Features (Optional)

• E-KYC & Aadhaar verification

• Credit bureau integration (CIBIL / Experian)

• E-sign / Digital signature

• Partner login for Sub-DSAs

• API integration with banks/NBFCs

• Lead auto-import from external sources

🔹 Why Choose Our DSA CRM Software?

• Designed specially for DSAs & loan businesses

• Fully customizable workflow

• Automated loan lifecycle management

• Secure, scalable & user-friendly interface

• Reduces manual work by 70%

• Improves file closing ratio

• 24/7 technical support & maintenance